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In September this year, I met Deepak and Saloni – a DINK (double income, no kids) couple – who wanted my financial planning services. This young couple earned well, but had parked all their investments in one asset class – property. They had a portfolio of five houses, a term plan, a mutual funds portfolio […]
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Vikram booked a flat in 1991 at the launch of a new project in Mulund, Mumbai @ 1400/- per sq ft aggregating to Rs 1500000/- (rounded off) with the idea of investing as the price aof properties that time was only going up. Not to be left out his cousin Jitendra also decided to jump […]
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We are only few days away from welcoming the New Year. Some of us must have booked a holiday at a hill station for spending time with our family while some would have planned a grand party with friends. Each one of us celebrates in the way we like. This is also the time when […]
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Every ‘New Year’ brings in a lot of joy, excitement, freshness and hope. Past is forgotten and fresh start is made. New Year resolutions are self commitments in the hope of living a better life. The resolutions like living healthy, reducing stress or spending more time with the family show the importance of various aspects […]
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Since 2008 financial regulators have passed many regulations on product manufacturers, agents and advisors to prevent mis-selling. The idea behind all the regulations is to reduce or abolish commission in financial products, so that the agents do not get induced by the same and advise product as per the clients’ need. Every investor of ULIPs […]
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