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Archives for December 2011

Agents, Advisers or CFPs?

December 30, 2011by Basavaraj Tonagatti

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 …

Read moreAgents, Advisers or CFPs?

How to calculate returns on your investments?

December 25, 2011by Basavaraj Tonagatti

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 …

Read moreHow to calculate returns on your investments?

Endowment Plans or Term Insurance with Mutual Funds?

December 22, 2011by Basavaraj Tonagatti

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 …

Read moreEndowment Plans or Term Insurance with Mutual Funds?

PPF-Loan and Withdrawal

December 22, 2011by Basavaraj Tonagatti

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 …

Read morePPF-Loan and Withdrawal

Portfolio Re-balancing- How it works?

December 15, 2011by Basavaraj Tonagatti

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 …

Read morePortfolio Re-balancing- How it works?

When to invest in PPF to get higher returns?

December 10, 2011by Basavaraj Tonagatti

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 …

Read moreWhen to invest in PPF to get higher returns?
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