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Category Archives: Uncategorized

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  • August 7 2013
  • Kiran Telang

Time to Redeem?

Most advisors have been inundated with calls from clients to redeem their mutual fund investments in the past few days. The returns that were sorely being missed over last 5-7 years are now being seen in the portfolios, and the clients want to keep it. So is it really the time to redeem? Investors who […]

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investor versus speculator
  • July 11 2013

An ideal investor versus a speculator

An ideal investor sacrifices his current expenses for future benefits. An investment means commitment of funds to one or more asset classes and holding it over for future. There are many investment avenues and you may be confused to choose that suits you the best. Some of these offer you attractive return with high risk […]

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  • June 3 2013
  • Prakash Prahraj

How can RTI help you?

How RTI can help you? 1. What is RTI? Right to Information Act has been enacted by the Govt of India in the year 2005 to help the citizens for getting timely information from the Public Authorities. 2. What information can you get under RTI? Information includes records, documents, memos, e-mails, circulars, orders, contracts, reports, […]

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Advisor
  • May 19 2013
  • Uttam Kumar Sen

Investment or Insurance Advisor is Not Your Financial Planner

My friend’s mother-in-law is a widow; she is 75 years old. She sold one of her properties and put Rs. 67 Lakhs in Bank Fixed Deposit in Sr. Citizen Account, she used to run her expenses with the interest.  A share sub-broker wrongly advised her to invest in shares; she was told that she can […]

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Protecting Your Provident Fund Corpus
  • April 30 2013
  • Rohit Shah

Protecting Your Provident Fund Corpus

We have come across a number of cases where accumulated Provident (PF) Balance is not in good shape. While there could be many reasons but mostly the problem comes while transferring the PF. It often takes inordinate amount of time and in many cases the transfer just does not happen. The Employee Provident Fund Organization […]

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