Financial planning is an activity wherein individuals plan their finances so that their financial goals can be effectively met. Financial planning is important for you as well as your clients as it helps you to plan and meet your life’s financial obligations. As a financial advisor, you are qualified enough to help your clients meet […]
Health insurance plans have undergone quite a transformation. Whether it is the plan benefits or the terms and conditions of the coverage, modern-day health insurance plans have changed considerably. Some of the changes have been notified by the Insurance Regulatory and Development Authority of India (IRDAI) while others were done by insurers to offer competitive[…..]
As the New Year started on the hope of the COVID vaccine, the economy also continued its recovery journey as businesses became profitable. Even the insurance industry enjoyed good growth in January 2021. Many insurers posted positive growth in the amount of premium that they collected in January 2021 compared to January 2020. In the[…..]
Budget 2021 made some noteworthy reforms and changes in various sectors of the economy. The motive was one – boost economic growth. For achieving this motive, the Finance Minister, Mrs. Nirmala Sitharaman, made various provisions for different sectors. In the personal finance domain, there weren’t major changes. However, the changes proposed would change the face[…..]
We have entered the last quarter of the financial year 2020-21. This quarter usually sees taxpayers planning their taxes so that they can lower their tax liabilities. As such, they pick tax-saving investment avenues and invest their money to create wealth and also save tax in the process. What about you and your clients? Is[…..]
