Category: TITBITS

InsurancePersonal FinanceTITBITS

Who is Right?

Dear Friends,                             Navratri wishes to all of you! In this titbit, I am presenting a real-life case of Life Insurance and leave it open to you for response as who is right! Mr. Mayur, aged 32, IT professional lives in a newly purchased property along with his wife Shilpa, homemaker and 1-year old daughter Niveda. Mayur has taken a home loan of Rs. 90,00,000/- to be paid over 20 years resulting in a monthly...
TITBITS

SWP Campaign by a Leading Asset Management Company – 101

Friends,                I am not sure how many of you have seen the Systematic Withdrawal Campaign (SWP) by a leading Fund House (AMC). The advertisement (ad) has been published in several Newspapers and Magazines (Not sure about TV) Today, one of our clients, who is close to his retirement, sent me a note and asked for my opinion on the ad. Initially when I had seen the ad, couple of days ago, the text ‘SWP’...