by Basavaraj Tonagatti | Dec 30, 2011 | Investment Planning
When I speak with my clients about CFPs and value addition they can bring into their financial life, then first question from them is what CFP is? Therefore, I thought to share how CFPs are differing from Agents, Advisers. Certified Financial Planner (CFP) is the... by Basavaraj Tonagatti | Dec 25, 2011 | Investment Planning
Today I will show you how to calculate returns from your investments and will make you familiar with few financial terminologies, which usually used in calculating returns. 1) Absolute Return: This is mainly used when the investment period is less than one year. To... by Basavaraj Tonagatti | Dec 22, 2011 | Insurance Planning, Mutual Fund
While buying life insurance, have you ever thought why you are buying insurance? I know around 90% of them have not done their homework before buying. It may be in a hurry to save few bucks of Tax or with the advice of your friend, uncle or neighbour who is agent of... 
by Basavaraj Tonagatti | Dec 22, 2011 | EPF and PPF, Investment Planning
Today I am going to make you familiar with rules and regulations PPF loan and withdrawal. I felt it necessary as a lot of PPF investors not aware about exact rules of loan and withdrawal. Even I too faced difficulty in understanding these basic things during... by Basavaraj Tonagatti | Dec 15, 2011 | Investment Planning
Today I will show you how to re-balance your portfolio regularly and what benefit you notice from this activity. Universal truth of investment is “Don’t put all your eggs in one basket”. Put it in different baskets so that if one basket fails to generate the required... by Basavaraj Tonagatti | Dec 10, 2011 | EPF and PPF, Investment Planning
Many of us have PPF account. But we fail to understand the simple tricks like when to invest in PPF to get higher returns. Today I am going to share with you one simple thing about PPF which you might not noticed during the opening of your PPF account. Interest for a... 