If the terms “financial planner” and “investment manager” seem interchangeable to you, you’re not alone. Many people — even financial professionals — have a hard time differentiating. To truly maximize your financial well being, it’s important to understand the difference. Confusion is common because the terms don’t just describe job titles; they also refer to […]
Tax Planing
How Fit Are Your Finances? What to Check Up on in The New Year
So how are those 2014 financial resolutions going?” If you find that question cringe-inducing, trust me: you are not alone. And you may be over-reacting. As a financial advisor, I can assure you it’s still plenty early for you to turn your good financial intentions into actionable steps and repeatable systems. All behavior change (weight […]
How to jump-start your financial plan in 2014
For the most part, the best way to keep motivated is to make your resolutions as structured as possible. No matter where you are in the broad spectrum of financial security, it’s important to always keep track of where you are and where you want to go. The following tips can help you make 2014 […]
Inflation Indexed Bonds (IIBs)
1. Inflation Indexed Bonds (IIBs) were issued in the name of Capital Indexed Bonds (CIBs) during 1997. How is the new product of IIBs different from earlier CIBs? The CIBs issued in 1997 provided inflation protection only to principal and not to interest payment. New product of IIBs will provide inflation protection to both principal […]
investment planning for young adults – Myths busted
Recent college or university graduates with their first career job have an understandable itch to spend money. The last thing they want to think about is saving money and building assets. Yet this is the ideal time in life to start developing the correct habits that will lead to a comfortable lifestyle now and in […]
Secured Redeemable NCD – Shriram Transport Finance Company Ltd.
Shriram Transport Finance Company Ltd. Secured Redeemable NCD. Key Features of the NCD: Rating: CRISIL AA/Stable & AA + by CARE Issue Size – 250 Crores with an option to retain oversubscription upto Rs.250 Crores Tenor – 36,60 & 84 Months Interest Payment –Annual & Cumulative all options available. Coupon: Category of Investor 3 Yrs 5 Yrs 7 Yr […]