Browsing All posts tagged under »Endowment Plan«

8 Steps to Investment Planning for the New Financial Year

April 16, 2017

13

Lets Start the new Financial Year with some new investment resolutions.

5 Reasons why you drain your finances when you hit 60s

December 16, 2015

0

“One should never get old!!” said Mr. Khanna in a disappointed voice. “Everything finishes by the time you reach 60. Its better if people have shorter lives.” “Why are you saying like that Mr. Khanna?” asked Mr. Desai. “When you reach 60s, you can retire from work and enjoy life. Yes, if you have developed some […]

Time-Time ki Baat Hai – Part 3

October 21, 2014

9

“Look Who’s here !! Mr. Desai, Good to see you.” said Mr. Suren Mehta, a retired banker. He was sitting with few other friends, Mr. Ajit Khanna and Mr. Rajat Ghosh, in a park as their daily routine in retirement days. He suddenly saw Mr. Srikant Desai, a retired professional coming towards them, when he […]

Beware !! Mis-selling Season Ahead !!

December 26, 2012

6

After coming back from his vacation, Sidhesh Tulange, a 33 year old Software consultant, logged into his office computer to make the first statement, “Oh No !! I forgot to submit this before going to vacation.” The HR department has reminded him for submission of his tax saving proofs and declarations by 31st Dec. “I […]

Stuck with a wrong Policy ?? Get over it !!

August 27, 2011

14

“Where were you all these days? Why didn’t you come when I was making all these mistakes ??” asked Dr. Rajesh Sharma, a 32 year old surgeon, sitting on a sofa in his drawing room. Mrs. Ragini Sharma, his wife, came rushing out to see, whom is Dr. Sharma talking to ? To her great […]

How much “Convenience Tax” You are paying ?

February 8, 2011

16

“Convenience Tax ?? When was this tax imposed ?? Government has no other business than to impose new taxes everyday ??” might be a normal reaction after reading the title. Well, the good news is, this tax is not really levied by the Government. Rather, it is a self-imposed tax by the citizens like us […]

ULIPs and Traditional Plans are the best products for ………

December 21, 2010

4

“Ohh !! Did I log on to a wrong page?? I always thought this space talked about the drawbacks of ULIPs and Traditional Plans (Endowment, Money Back etc) by explaining their failure to address insurance as well as investments. So how come they became best all of a sudden??” these might be the thoughts coming […]