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FPGI had organized Regional meet for its members on January 16’2015 at Mumbai and New Delhi. Guest speakers were invited to share knowledge on topics ranging from Cross border Investments to Philanthropy, from personal credit ratings to succession planning for business persons. Below is the round up of both the sessions. We are grateful to […]
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Health insurance is one of the critical elements in any financial plan. Inspite of its criticality, it is one of the most confusing, misunderstood and mismanaged aspects in personal finance. Absence of health insurance is amongst the biggest threat to derailing investment plans. In this article I have tried to cover some of the questions […]
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These days many of us aspire to retire early in life. Some wish to achieve it at 50 while some with very high aspirations aim to retire as early as 40. But retiring early is a decision which can be taken only after analyzing your financial situation. Many a times retiring even at 60 is […]
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In general Mis-selling can be defined as “The ethically questionable practice of a sales person misrepresenting or misleading a buyer about the characteristics of a product or service.” In the financial service industry this could include the sales person not disclosing certain facts about an investment which could change the judgment of investor. Although mis-selling […]
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Lakshmi, 63 a resident of Kochi, retired a few years back from a semi govt job. She had lost her husband sometime before retirement, who was into business and had encouraged her to study and work when the social structure around was not supportive. She had two kids, daughter Shreya, settled in Dubai and the […]
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