Tag: Planning

• Should you discontinue your ULIP policy during the lock-in period or surrender it after the lock-in period?

  

  Should you discontinue your ULIP policy immediately? Or surrender your ULIP policy after the lock-in period ends? Or convert your policy to a paid-up policy?

  November 14, 2023

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• Personal Finance Myth #64

  

  Will is only valid if registered.

  October 14, 2023

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• How much should you spend on your new car? 20/4/10 Rule vs. 50% Rule

  

  Buying your dream car can be a thrilling experience. But how do you determine how much you can spend on it? Fear not, for we have two handy thumb rules to help.

  October 12, 2023

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• A simple guide to writing a Will that cannot be easily challenged in India

  

  A Will is essential for anyone, regardless of wealth. Let’s discuss a step-by-step guide to writing a Will and how to make your Will challenge-proof in India.

  October 10, 2023

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• Personal Finance Myth #63

  

  Only the wealthy need a Will.

  October 7, 2023

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• What is a Multi-Asset Fund? Is investing in this all-weather fund suitable for you?

  

  What is the Multi-Asset Fund, also known as the All-Weather Fund? How have they performed in the past? Is it a good fit for your financial goals? Let’s discuss.

  October 5, 2023

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• Why is it important to have a Will? What happens if you don’t have a Will?

  

  Will is rarely discussed in Indian Families but you probably know what a Will is. But do you understand how important it is? What happens if you don’t have one?

  October 3, 2023

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• What is a Balanced Advantage Fund (BAF)? Should you invest in this fund?

  

  Balanced Advantage Funds (BAF) have emerged as an investor favourite in the last few years. Let’s understand how this fund works, and it’s performance.

  September 28, 2023

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• Personal Finance Myth #61

  

  G-Secs are only for long-term investors.

  September 23, 2023

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• Why should you invest in bonds? Should you add this asset class to your portfolio?

  

  Before investing in bonds, you should know the benefits of investing in bonds and why you should add this asset class to your portfolio. Let’s discuss.

  August 1, 2023

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