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It was a momentous decision by SEBI to bring in the Investment Adviser Regulation in Jan 2013. This regulation was to bring in a new class of fee-only advisers, who will march to a different drumbeat. They will be governed by much higher standards of Education, Experience & Certification. Also the documentation, processes, compliance & […]
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In the month of January 2016 The Final Exposure draft on Health Regulation 2016 has been put out by IRDAI. This draft contains several proposals and guidelines to streamline operations of health insurance companies and facilitate seamless flow of benefits to policy holder. The guidelines are almost entirely positive and if accepted and implemented, would […]
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In my last 4 years of practice several entrepreneurs have signed me up for financial planning process. Some did the process with me before embarking on their journey of being own their own and some happened to do the process after quitting their cushy jobs and during their journey to entrepreneurial success.
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Budget 2015 made an interesting proposal on Employee Provident Fund. It is proposed that employee should be given option of making contribution either in EPF or New Pension Scheme. Although it is yet to be passed in the bill and especially without any opposition from EPFO, the debate on which is better is creating a lot of confusion among investors
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Retirement planning can be daunting if you are not clear on your goals and hence planning is important. Importance is on how your would like to retire, retire young or retire rich. Three bucket theory by Taresh Bhatia CFP can be stepping stones to effective retirement planning
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