Prajna Capital |
- How can I ensure proper wealth distribution through nomination and WILL?
- Reliance Yearly Interval Fund - Series 6
- UTI MIS
| How can I ensure proper wealth distribution through nomination and WILL? Posted: 01 Apr 2013 07:41 AM PDT Invest In Tax Saving Mutual Funds Online Call 0 94 8300 8300 (India)
By now you must have understood the importance of nominations and writing a WILL. Nomination facilitates the comfortable receipt of funds, and WILL makes the person legal owner of those funds .The pre requisite of an Estate planning is to ensure that assets should be distributed to the right person in a comfortable manner. So to make smooth the whole process and to ensure the proper wealth distribution, your nomination should support your WILL. Just imagine how comfortable it would be for your wife, if she's a nominee in your life insurance policy and also has mention of the same in your WILL. If your WILL says that
"Financial Assets will be distributed as per the nominations mentioned in those specific investments and those nominees will own those assets"
than this leaves no scope of dispute in future. As it leads to comfortable distribution as well as to the right person intended.
Some other points to keep in mind while choosing nominees
Everything you do in your financial life should be directed towards a particular goal. Like wealth accumulation, wealth distribution is also an important goal. Your nominee should be appointed in such a way that it helps in easing out the process rather than complicating the achievement of goal of proper wealth distribution.
Happy Investing!! We can help. Call 0 94 8300 8300 (India) Leave your comment with mail ID and we will answer them OR You can write back to us at PrajnaCapital [at] Gmail [dot] Com
--------------------------------------------- Invest in Tax Saving Mutual Funds ( ELSS Mutual Funds ) to upto Rs 1 lakh and Save tax under Section 80C.
Invest Tax Saving Mutual Funds Online Tax Saving Mutual Funds Online These links can be used to Purchase Mutual Funds Online that are regular also (Investment, non-tax saving)
Download Tax Saving Mutual Fund Application Forms from all AMCs Download Tax Saving Mutual Fund Applications
These Application Forms can be used for buying regular mutual funds also
Some of the best Tax Saving Mutual Funds available ( ELSS Mutual Funds )
------------------ Best Performing Mutual Funds
|
| Reliance Yearly Interval Fund - Series 6 Posted: 01 Apr 2013 04:25 AM PDT Invest In Tax Saving Mutual Funds Online Call 0 94 8300 8300 (India)
Reliance MUtual Fund has launched Reliance Yearly Interval Fund -Series 6. Below are the details: Read KIM and SID for more details. Mutual Funds are subjected to market risks. Happy Investing!! We can help. Call 0 94 8300 8300 (India) Leave your comment with mail ID and we will answer them OR You can write back to us at PrajnaCapital [at] Gmail [dot] Com
--------------------------------------------- Invest in Tax Saving Mutual Funds ( ELSS Mutual Funds ) to upto Rs 1 lakh and Save tax under Section 80C.
Invest Tax Saving Mutual Funds Online Tax Saving Mutual Funds Online These links can be used to Purchase Mutual Funds Online that are regular also (Investment, non-tax saving)
Download Tax Saving Mutual Fund Application Forms from all AMCs Download Tax Saving Mutual Fund Applications
These Application Forms can be used for buying regular mutual funds also
Some of the best Tax Saving Mutual Funds available ( ELSS Mutual Funds )
------------------ Best Performing Mutual Funds
|
| Posted: 01 Apr 2013 01:24 AM PDT Invest In Tax Saving Mutual Funds Online Call 0 94 8300 8300 (India)
This fund focuses on capital preservation and paying out income under the income option. The fund follows an unadventurous style, with a maximum 25 per cent equity allocation, tilted towards large-caps. The fund managers endeavour to generate consistent returns with lower volatility by following bottom-up approach and invest in sectors which look promising over the medium- to long-term and then in stocks that are available at reasonable valuations. The debt portfolio emphasises on investing in instruments that generate consistently superior yields at low risk levels with investments in G-Secs having never exceeded 25 per cent of the debt portfolio.
The equity allocation has never crossed 21 per cent since inception and is usually maintained at less than 15 per cent. At present, the fund is invested in petro sector, power generation, storage of energy, manufacturing of equipment related to energy development or in the companies involved in consulting and financing these businesses.
Performance
The large-cap exposure to equity has helped this fund do well when the markets rise and check the fall when the markets fall.
Happy Investing!! We can help. Call 0 94 8300 8300 (India) Leave your comment with mail ID and we will answer them OR You can write back to us at PrajnaCapital [at] Gmail [dot] Com
--------------------------------------------- Invest in Tax Saving Mutual Funds ( ELSS Mutual Funds ) to upto Rs 1 lakh and Save tax under Section 80C.
Invest Tax Saving Mutual Funds Online Tax Saving Mutual Funds Online These links can be used to Purchase Mutual Funds Online that are regular also (Investment, non-tax saving)
Download Tax Saving Mutual Fund Application Forms from all AMCs Download Tax Saving Mutual Fund Applications
These Application Forms can be used for buying regular mutual funds also
Some of the best Tax Saving Mutual Funds available ( ELSS Mutual Funds )
------------------ Best Performing Mutual Funds
|
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