Private Trust-Why should you consider them?
Rahul has been running a business for the last ten years. He has two children – four and six years of age. Rahul has been worrying about – What will happen to them after him? How will I ensure that their expenses are met? Who will run my business after me? All these thoughts are bothering him while planning for his own future. Situations like Rahul are common. In fact, most of us make...
Read MoreEstate Planning Through Life Insurance
Estate planning is one of the major elements of any financial plan. It is the process by which you organize for the transfer your assets to your loved ones during your lifetime and after your death. This helps you achieve the goal of protecting their needs when you are not around. Various tools are available through which you can do estate planning. Wills and succession planning are the most...
Read MoreWriting a Will – Know some facts
One of my uncle’s died a few years back. He had a huge investment in property and other assets which he accumulated for his children’s future. With two sons and a daughter the family lived happily till he was alive. After his death, the same children are now fighting for gaining the maximum share from his assets. Had he written his intention in a Will to distribute his wealth among his...
Read MoreDo it for your family – Do it in Right way
So finally you have understood the importance of Life, Health and accident Insurance. You have started saving for your Retirement and also for your children education and marriage. Today you have become so financially literate that you might not be misled by some Product agent and your life will work as per the designed Financial Plan. Isn’t this you want in your life? We want to plan and do...
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