Blog tagged as financial planning

Few decisions confuse Indian savers more than the question of whether insurance and investment belong in the same product. A relative recommends an endowment plan. A bank suggests a unit linked policy. A colleague swears by a term plan plus a mutual fund. All three cannot be right for the same perso...

Ask what return a life insurance investment delivers and you will rarely get a number. You will get a projected maturity value, a bonus history or a comparison against a bank deposit. None of those is a return. This article shows how to compute the actual yield on a policy before you commit, and how...

The best financial advisor company does more than manage your money. It helps you understand your financial goals, build a clear plan, and stay on track through every market cycle. Yet with hundreds of firms competing for your attention, choosing the right one can feel overwhelming. This blog breaks...