Family Trusts : How it helps in your Estate Planning

Who doesn’t want to ensure the financial safety and security of loved ones? You work so hard for your entire life to build the required corpus, assets or to grow your family business (if any) to inherit the legacy to your family. But, what if there are many heirs to your property?  In the case […]

READ MORE

When will you become a Millionaire? Top 1% of world

Recently, I came to know that around 6500 Indian millionaires have migrated to other countries this year. The moment I heard this, the first thing which came to my mind is “How many millionaires are there in India? and entire world?” Are you part of that list of millionaires? And if NO, then when will […]

READ MORE

How to track your mutual funds & stocks in google sheet?

Today, I will share with you a very simple way of tracking your mutual funds and stock portfolio in google sheets. A lot of investors keep it simple and track their stocks and mutual funds portfolio in either a google sheet or excel sheet on their laptop. If you are someone who likes to keep […]

READ MORE

10 precautions to take before transferring money to someone online deal

Online scams are on a rise in India for the last 5-6 yrs as the UPI and online transactions have increased over time. Recently a guy I know told me that he accidentally lost Rs 56,000 in online fraud. He wanted to go on a tour and when he searched online, he came across a […]

READ MORE

e-Nomination facility in EPF accounts – Update your Nominee online?

Almost all the salaried employees have an EPF account. For many years and sometimes for decades, the money gets added to this EPF account and we all feel great about it. However, we do not pay attention to a small thing which can lead to a big problem. And that is not having the right […]

READ MORE

How to claim refund from IEPF? (Unclaimed dividends, stocks)

Have you ever thought what happens to all those unclaimed dividends, shares or any money which was lost in scams or frauds? It might also happen that your grandparents or parents have made some investments and you are not aware about it? How to find it out and claim it back? The answer is IEPF, […]

READ MORE

Surrender v/s Paid-up – which is better option for your old insurance policies?

Do you want to get rid of your old money back insurance plans, but are confused if you should “surrender” or make it “paid up”? Today I will explain which one is the best option amongst the two. Surrender vs Paid-up option in Insurance policies All those assured insurance plans which your parents made you […]

READ MORE

How to add your new born baby to your health insurance policy?

Newborn baby comes with a bundle of joys. However, after his/her, your life changes a lot like adjusting your schedules, balancing your work life and most importantly managing your finances. One important thing which parents forget after the newborn arrives is to add him/her in the health insurance policy. In this article, we are going […]

READ MORE

CRED App Review – Earn rewards on paying credit card bill

Today I want to do the review of the CRED app. I have been using it for the last 12 months already. CRED is an app, which gives you rewards on timely payments of your credit card payment. If you are not using this app, you may be making credit card payments anyways by other […]

READ MORE

How NRI’s should plan their investments in India?

Are you one of the NRI’s who wants to know if you should invest your money in India and how to do it? Then this article is a good place to start with. There are close to 3 crores NRI’s and PIO from India in different parts of the world, however, this post is mainly […]

READ MORE

FREE Financial Health Checkup

Take up a detailed 25 questions financial health checkup to find out how much you score out of 100?

Archives