When was the last time you checked your insurance policy? Not the premium payment reminder, an actual review. If your answer is “I think I bought one five..
Year: 2025
ULIP vs Mutual Fund: What’s Right for Long-Term Goals?
When it comes to building long-term wealth, two popular options often come up: ULIPs (Unit Linked Insurance Plans) and Mutual Funds. Both are market-linked. Both offer growth…
No Fixed Salary? No Problem. A Freelancer’s Guide to Financial Stability
If you’re a freelancer or self-employed professional, you’ve probably heard this before: “You’re so lucky, you have so much freedom.” But what people don’t see is the..
How Much Life Insurance Do You Really Need? (Hint: It’s Not Just 10X Your Salary)
When we think of life insurance, most of us have a simple number in mind: “10 times your annual income.” It’s a rule of thumb that many..
Planning, Not Guesswork: How Customized Investment Solutions Help You Reach Your Life Goals
Investing is no longer about blindly chasing the highest returns. It’s about aligning your investments with your unique life goals, responsibilities, and risk appetite. While financial influencers,..
What Happens If You Don’t Have Will? The Case for Clear Succession Planning
You’ve worked hard to build your assets; your home, your savings, and your business. But what happens to it all if something unexpected occurs? Succession planning is..
5 Financial Mistakes MSMEs Make, and How the Right Advisory Can Help Avoid Them
MSMEs are the lifeblood of the Indian economy, contributing significantly to employment and innovation. But while the entrepreneurial spirit runs high, many MSMEs struggle with operational bottlenecks,..
Planning Beats Prediction: The Mindset Shift Investors Need in 2025
Content- In early 2020, Raj was obsessed with market predictions. He’d scan every headline — “Recession incoming,” “Fed may hike rates,” “Elections to shake the markets.” Each..
Tax Planning is Not Just for March: How Year-Round Compliance Brings Peace of Mind
For many individuals and businesses, tax planning is a seasonal concern. As March approaches, the scramble begins; receipts are pulled out, investment declarations are made in haste,..
2025 Insurance Checklist: 5 Intelligent Steps to Ensure Your Future
Life is moving faster than ever. With increasing medical expenses, changing risks, and emerging financial risks, your insurance policies must be on the move. Just buying a..