Investment

Update 15th November -

Fact on Health Care Spending,See this detail report

Update 1st June -

Retirement Planning and You
See this Complete Guide

Investment planning for All
Investing to save tax is something that we all do. And we tend to do it the same way, year after year. After all, this is an ‘end-of-the-year’ exercise and free time is scarce. Personalfn's experience over the years suggests that in most instances, this practice simply amounts to making the same investment mistakes, year after year.
In our view, tax-planning is a part of financial planning and therefore it is very important to customise solutions to suit one's profile. There is no logic to investing monies in an insurance policy or a tax-saving mutual fund just because your friend did so! When you go about planning, you shouldn't be looking out for the best plan; instead, you need a plan which is best suited for your needs and profile. And to be able to do this, you need to invest time and resources to come up with what we call a smart investment plan. Read More

An Armchair Investor's Guide to Targeted Retirement Plans:See the Detail table

Senior Citizens Savings Scheme
The scheme is available for citizens above 60 years of age; however a provision has been put in place for individuals who have crossed 55 years of age. Such individuals may invest subject to, Read more

Plan now to retire rich
‘DO YOU have a plan for your retirement?’ Amazing how such a simple question can get
wildly different answers. Read and retire rich

Deficiency of services in Banks
This Document is about grievances and complaints with the banks and how to deal with them. I have borrowed from RBI site. I have taken here only the salient points. At this site pertinent cases and judgments are also given. Read more

Financial and legal tips
It is important for a person with dementia to organise their financial and legal affairs while they are still able to do so. This ensures that their affairs will be organised in the future in a way that they have chosen. A person with dementia may want a friend or family member to help them with this – Courtesy: Alzheimer's Society, UK.Read More

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