ISO 9001:2015 | 27001:2013 Certified
ISO 9001:2015 | 27001:2013 Certified
Publication: DNA, Mumbai; Date: December 30, 2006; Section: Personal Finance; Page: 6. Combining life insurance and pension planning is not right Like childrens insurance plans, retirement plans also suffer from what I call the “label” effect. Right from emotionally appealing advertisements like “Sar Uthake Jiyo” to aggressive marketing tactics, the insurance industry leaves no stone unturned to […]
Publication: DNA, Mumbai; Date: Dec., 9, 2006; Section: Personal Finance; Page: 6 You and your child will do well by keeping insurance and investment decisions separate Whats in a name” might sound cliché, but in the financial services industry, “Everything is in the name”. Classic examples of this are the ludicrous childrens insurance plans on offer. Its […]
Publication: DNA Mumbai; Date: November 13, 2006; Section: Personal Finance; Page: 6 Increased awareness among corporates, individuals and media will help create models “Who would take care of our son Armaan should something happen to us?” was the key question burning in Rajesh & Arti Malhotras mind when I met them. Malhotras have a 5-year-old talented autistic child. Rajesh […]
Publication: DNA Mumbai; Date: October 23, 2006; Section: Personal Finance; Page: 24 NRIs can earn more from their portfolios by turning to India During my last visit to US, I met up with several NRIs including high networth individuals, senior level executives with consulting firms, software engineers and the likes. One thing that was common within this segment […]
Publication: DNA Mumbai; Date: Sep 25, 2006; Section: Personal Finance; Page: 24 People have time to plan their vacations, birthday parties, picnics, but seem to have very little time to plan their finances. Weekends are even busier, and I see some business owners and executives on the phone during weekend dinners, as well. Whatever be the […]
Publication: DNA, Mumbai; Date: September 4, 2006; Section: Financial Planning; Page: 24 A planner understands the client, his objectives and risk tolerance before giving an appropriate advice “I have given Rs 25 lakh to XYZ Securities to manage and they said they are doing financial planning for me”. “I have started SIPs (strategic investment plans) and I dont […]
Publication : DNA, Mumbai; Date: Aug. 14, 2006; Section: Financial Planning Page: 24 Ajay Mehra, an acquaintance, sought my advice on his insurance needs six months back. He asked me: “Do I need an insurance of Rs 90 lakh?” I shared my thoughts with him on why insurance is important and how he should go ahead […]
Publication: DNA; Date: June 26, 2006; Section: Personal Finance; Page: 24 Asset allocation is the most important decision that an investor must make to achieve his financial goals and effectively manage risk. In simple terms, asset allocation is spreading your money across a mix of asset classes, namely bonds, real estate, equity (direct stocks, mutual funds), gold […]
Publication: DNA; Date: June 12, 2006; Section: Personal Finance; Page: 24 For the stockmarket, the week from May 15 to May 22 was replete with such wild gyrations that there may be very few who escaped unscathed. The talking point everywhere is, why did the Sensex go down? Where will it go next? The second query, we all know, is […]
Publication: DNA Mumbai; Date: May 22, 2006: Section: Personal Finance Page: 24 With the Sensex crashing last week, everybody has been trying to answer what do we do now? But my take on it is, does it really matter? Do we really have to try and beat the market? Let me quote an example from […]