Availing a loan against your mutual funds’ investment is quite an easy process today. You have to just pledge your mutual funds units to the institution and in return, the Institution release the money you have requested. The ease is so much now that today you don’t need to visit a branch.
In life insurance at the policyholder demise a nominee is the person to whom the insurer will transfer the proceeds. But there are cases when this death proceeds have been blocked into family litigation. When other legal heirs of the family or distant relative lay the claim on the money life insurance companies too get […]
Mutual Funds re-categorization by SEBI is considered to be a step in the right direction. One of the good aspect of this re-categorization is that SEBI has clearly defined mutual funds categories. This makes investors easier to understand the risk return characteristics of a specific scheme they wish to invest.
In the global world Smart Beta ETFs has emerged as one of the most exciting and debated investments for past 10 years. Today, smart beta ETFs represents almost 45% of the listed ETFs in US and third of all US ETFs market. These numbers are huge when you know that ETFs now represents largest of […]
I am pleased to share the release of my book “Financial Planning for Special Needs Children Families“. But you must have noticed a slight cease of activities at my blog for last few months. There were 2 reasons for it. First was a technical issue which is addressed now. You can check from the new […]