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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....
The Insurance Regulatory and Development Authority of India has recently modified guidelines on proportionate deductions under health insurance policies. Details are as under.
In Apr-Aug, 6 mn people bought health policies for a sum assured of at least ₹2 tn.
As people age, they should start simplifying their financial lives as far as possible
With all indemnity based health plans to have standardized wordings for exclusions and waiting periods, customers will now be able to compare and comprehend policies better.
At present an investment upto ₹2 lakh in an equity or debt mutual fund gets the NAV of the same day if the application is submitted before 1 p.m. For higher sum, the NAV is applicable subject to realisation of funds
Insurance regulator expects growth in new premiums to improve in coming months
Sebi is open to examine any proposals from the industry received in this regards. Mutual fund managers ask investors not to make any investment decision in haste