Prajna Capital |
- What is Insurance Portfolio?
- How to buy Insurance policy in electronic form?
- How to build retirement fund using mutual funds
| Posted: 01 Oct 2013 04:44 AM PDT Invest In Tax Saving Mutual Funds Online Call 0 94 8300 8300 (India)
A standard query in any question and answer section is always to do with the selection of stocks or mutual funds and whether they should hold on or let go. But I have not heard any query related to an insurance portfolio. Sometime people ask about one or two policies which they have already invested or are planning to invest in but no one is concerned about their complete insurance portfolio. Just like your investments portfolio, your insurance portfolio too should be properly designed and reviewed from time to time. When I talk of an insurance portfolio it is with reference to the sum assured and not the number of policies. As in every financial plan, insurance is a risk management tool which provides a back-up security to your goals and savings. Any wrong move can prove to be costly. Just as in investments, asset allocation plays a crucial part, in the composition of insurance policies
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
|
| How to buy Insurance policy in electronic form? Posted: 01 Oct 2013 01:43 AM PDT Invest In Tax Saving Mutual Funds Online Call 0 94 8300 8300 (India)
While buying any new policy, you just need to quote the E insurance account number on the proposal form requesting to issue the policy in electronic form. As your KYC has already been done while account opening so insurer will not ask for KYC documents again unless there's any changes in the address or other details.
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
|
| How to build retirement fund using mutual funds Posted: 01 Oct 2013 01:02 AM PDT Invest In Tax Saving Mutual Funds Online Call 0 94 8300 8300 (India)
Pension funds are balanced in nature with a higher proportion of debt as compared to equities INVESTORS are always interested mutual funds that can help them build the required corpus for their retirement. In this case, the selection of funds and their features need special attention to ensure that all the required goals are achieved over the long term. Here are a few features that one has to be alert about while looking at retirement needs.
One of the easiest ways in which an individual can complete a part of their retirement planning is by selecting a fund that is aligned towards this goal. Pension funds are one such funds structured for retirement planning.
The other way in which individuals can build their portfolio for retirement planning is to select various mutual funds in line with a certain strategy to show results in the coming time period.
There could be times when the going gets tough, but this should not be considered as a period of making changes. The mixture of various funds with a specific asset allocation needs to be regularly reviewed and the necessary changes should be made for aligning it properly towards the desired goal. Overall structure: There has to be an overall structure as far as the retirement planning portfolio is considered. There should not be just one single investment but rather multiple ones across various routes to ensure that the overall goal is being met. The other thing is that the structure in terms of the exposure has to be decided and maintained. In times when the changes in different markets affects the required returns, there has to be some effort to make the change and bring things back on track. Individuals also get tempted to look at different alternatives that seem very lucrative, but one should not get swayed for shortterm returns, and always try to stick to the long-term plan. Therefore, framing strategies for investments is important and so is the role in following this carefully, because otherwise there is a good chance that the plans could come unstuck before the goals are actually achieved.
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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