Insurance Planning

Choose the right insurance company

8 things to consider while choosing the right insurance company You buy your insurance policy from a reputed insurance company and will continue to pay premiums for several years. So, it’s a long-term relationship. But do you know whether that insurance company will remain solvent when you make the claim on your policy? Here’s how […]

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10 Financial Topics to Discuss Before Getting Married | My Money Sage

10 Financial Topics to Discuss Before Getting Married | My Money Sage

Marriage is about merging your finances, possessions, ambitions, dreams, and histories. A significant part of your future as a married couple involves money, so take time to talk about your finances and related financial topics before walking down the aisle. Relationships have become much more complicated due to the increase in nuclear families, working wives

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Beware of these Misselling by Banks & Agents

“If you don’t have a plan, you become part of somebody else’s plan.”  – Terence McKenna These words highlight the importance of having a financial plan and being an informed investor. There are very few earners who have not been approached by bank or agents to buy their financial products. When they make a profit

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How to reduce the number of mutual funds in your portfolio

Like most investors, if your MF portfolio is overcrowded, read this to find out how you can cut down on the number of Mutual Funds. Many of us invest in mutual funds that are popular at different points in time. We end up with too many mutual funds of various types. Many mutual funds have

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The Best Liquid Funds to invest in 2018-19

Here are the Best Liquid Funds for 2018-19 Investors who are looking for safety and liquidity prefer to invest in liquid funds. In this article, we will help you to understand what liquid funds are, how to use them and how they are taxed. We will also provide a list of what in our opinion

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How to become a Registered Investment Advisor (RIA) in India

Here are the details that you should be know to become a Registered Investment Advisor (RIA) in India, Before SEBI RIA regulations, anyone could start working as an investment adviser. Therefore to protect the interests of investors, the capital markets regulator SEBI introduced the Securities and Exchange Board of India (Investment Advisers) Regulations, 2013. These

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How to handle Health Insurance Claim rejection

Here’s How to handle Health Insurance Claim rejection: In matters of health insurance, you cannot take chances. Especially; when it comes to health insurance claim settlement. The latest Public Disclosure 2015-16 data of health insurers reveals that out of 100 claims, only 89% to 94% are settled. It means that you can be one among

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Here is why you need a Personal Accident Insurance Policy

Importance of Personal Accident Insurance Policy: Accidents can happen to anyone. Every day you are exposed to the danger of being hurt. It could be a road accidents or improper infrastructure at work. And whenever the accident occurs, it has grave implications. Most of the times, it may be permanent physical & financial damage. [MMS_EBOOK] Consider the case of Mr Mehta

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