Investing Insights
Nominee vs Legal Heir: Who Has the Right to Your Mutual Funds?
SEBI has taken the important initiative of making people choose nomination for their mutual fund investments. Investors must either provide nomination details in the specified format or opt out of it with a prescribed declaration form. For existing assets, the deadline for nomination or opting out of it is 30th June 2024, post which the mutual fund folios will be frozen for debits.
Succession Planning: What Is a Will, Terms Related to It, and How to Make It?
As per Indian succession laws, on the death of an individual, their assets are distributed among the legal heirs. The legal heirs are categorised into various classes and are listed in the sequence in which they can claim the assets. However, what if you want to distribute your assets to other people along with your legal heirs?
Transmission of Mutual Funds: Lost a Loved One? Here Is the Process to Claim Their Units
Coping with the emotional and financial pain of losing a loved one can be difficult. While you are overcoming the emotional pain, you have to deal with the deceased person's financial matters also at the same time.
What Is Nomination? Why Should All Your Mutual Fund Investments Have It and How to Do It?
As an investor, you work hard all your life to invest towards your financial goals. You do that to ensure your family doesn't face any financial hardships in the event of your untimely death. But what if, after your death, your family members have to run around the AMC office(s), Court, and other Government offices to claim your assets?
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The Right Way to Invest: Keep it Simple, Stay Patient and Be Disciplined
For most Indians, financial freedom means having enough money to live life on your own terms. No need to depend on others or worry about costs for basic needs. Sounds like a dream, doesn't it? But it's achievable if you follow the right investment approach with discipline.
How To Select The Right Mutual Funds For Long Term Goals
Mutual funds offer a compelling way to invest for long-term goals, leveraging professional management and diversification to potentially achieve significant returns. But with a vast array of options available, selecting the right mutual funds can feel daunting. This guide will equip you with the knowledge to confidently navigate the mutual fund landscape and choose investments aligned with your long-term aspirations.
Financial Emergency: Is Taking a Loan Against Mutual Fund Units Better Than Redeeming Them?
Sometimes, we face financial emergencies and the only option left is to sell our assets or take a loan against them. In this article, we will discuss whether taking a loan against mutual fund units is better than redeeming them.
Successful Investing – 5 Incredible Learnings From the Past 20 Years
The year was 2001 and Atul, an avid investor, was all geared up to secure his retirement. He was 40 years old then and his retirement was 22 years away. He started investing Rs. 25,000/- every month systematically in an equity mutual fund… Before I reveal the outcome of Atul’s investing journey, let us dive into some valuable investing lessons of the past 20 years.
Ways of Repaying a Home Loan Early and Saving Interest
Everybody aspires to buy their dream home at some stage in life. But, for most people, a dream home purchase with their own money is not possible due to the huge amount involved. Hence, most people have to resort to taking a home loan.
Your Guide to Buying a Health Insurance Policy
Several general insurance companies and standalone health insurance companies offer health insurance plans. Each company offers multiple health insurance plans. Within each health insurance plan, there can be two to four variants.
10 Things to Consider when Buying a Term Life Insurance Policy
If you are the sole earning member or one of the earning members of your family, you need to buy term life insurance. Your life insurance policy is a financial backup for your family in the event of your untimely demise.
Upcoming Lok Sabha Elections: Do They Warrant Any Change in Your Portfolio And Strategy?
India will be heading to Union Elections in the months of April and May. The results will be announced on 4th June 2024.
Latest Posts
Nominee vs Legal Heir: Who Has the Right to Your Mutual Funds?
May 06, 2024
Succession Planning: What Is a Will, Terms Related to It, and How to Make It?
May 02, 2024
Transmission of Mutual Funds: Lost a Loved One? Here Is the Process to Claim Their Units
Apr 30, 2024
What Is Nomination? Why Should All Your Mutual Fund Investments Have It and How to Do It?
Apr 29, 2024
The Right Way to Invest: Keep it Simple, Stay Patient and Be Disciplined
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