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Plan Your Dreams is a concept by which we help our clients align their investments to their dreams. The process involves scientific study of your goals considering existing investments in various assets. We are also providing wealth management services under which all your investments are recorded in our system.
Plan Your Dreams was started by Shreeniwas P. Gadiyar in 2008 as Mutual Fund Distributor and life insurance advisor. Thereafter he took general insurance license mainly to deal wit...
Mutual funds offer a way for a group of investors to effectively pool their money so they can invest in a wider variety of investment vehicles and take advantage of professional money management through the purchase of one mutual fund share.
As SIP is considered as the most convenient way of investing in the equity markets, Financial Advisors suggest investors to opt for it. SIPs are generally advised to investors who look to invest a certain sum of money in mutual funds at regular intervals.
In today's fast paced lives that we live and in a race to excel in everything, we forget one of the most important asset we own i.e. our health. Due to various habits & changing lifestyles, health related concerns have just become increasingly alarming. We may not be to go back to slow down the pace of our lives but can definitely guard ourselves from its side effect. Here's when an efficient health cover comes handy so that any sudden illness doesn't derail our financial freedom....
If the performance of your fund is unsatisfactory for more than 18 months, consider looking for a better fund where you can invest via SIP.
Creating small ecosystems, in which all stakeholders can work well, may help
Creating small ecosystems, in which all stakeholders can work well, may help.
Section 80D of the IT Act provides a deduction to the extent of ₹25,000 in respect of the premium paid towards an insurance on the health of self, spouse and dependent children.
Insurance and investment are two separate things with two different objectives. Mixing the two is a major mistake.
The digital application is a tool for the on boarding process to get the life insurance policy through a paperless module with the help of the agent / intermediary. It is built on paperless KYC process using Aadhaar based e-authentication.
Regulator IRDAI on Friday came out with an exposure draft on Standard Vector Borne Disease Health Policy under which general and health insurers will be encouraged to offer such policies for one year.