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Why the Budget Won’t Shake Your Wealth: Stay Calm and Invest On!
As the budget season arrives, many people start to worry about its impact on their finances. But here’s the good news—you don’t need to! Personal finance and long-term asset allocation are built on strong foundations that remain unaffected by short-term policy changes. While budgets introduce tax tweaks and economic shifts, they don’t change the essential…
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Franklin Templeton Leads the Way: My Experience as Trainer for the NISM Mutual Fund Module at Geojit Financial Services
Greetings from Financial Wellness Forever! On 14th September 2024, I had the privilege of conducting an exclusive NISM Mutual Fund Module training session for Geojit Financial Services, organized by none other than Franklin Templeton. It was an incredible experience, and I’m excited to share the highlights of this impactful session with all of you. The…
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Budget 2024-2025
Budget 2024 Highlights: Income Tax Announcements
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Unmasking Tax-Saving Myths
Free Online session on June 28th 2024. We invite all to join our Free Online session on UNMASKING TAX SAVING MYTHS Speaker: Karthikeyan Jawahar (JK) BE, MBA, Six Sigma Black Belt, PGCPPM (IIM I), CFP Founder and Chief Mentor – Financial Wellness Forever Director @ Karma Innovations & Solutions Pvt Ltd 🗓 Date: Friday, June…
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Introduction to 4 Power Steps to Financial Wellness
Dear Friends of Financial Wellness Forever, We are excited to invite you to a special edition of Monday Musings, presented by the esteemed Coimbatore Management Association. This week, we are honored to feature Mr. Karthikeyan, Founder of Financial Wellness Forever, as he shares his insights on the “Introduction to 4 Steps to Financial Wellness.” Date:…
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4 Power Steps For Financial Wellness – One Day Hands-on Workshop
Hi Everyone,I am happy to announce the dates for the first in-person workshop after the corona lockdown. It is on the 23rd of April 2023 at Coimbatore. I call it the 4 Power Steps to Financial Wellness.I recognize in my sessions that managing money is only 20% numbers and 80% in the mind. This workshop…
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LIC Jeevan Akshay VII Pension Plan (857) – Should you buy?
Jeevan Akshay VII (Plan 857) is an immediate annuity (Pension Plan) from LIC of India. Jeevan Akshay is a Non-Linked, Non-Participating, Individual Immediate Annuity Plan. Let’s us be clear about what is annuity? In simple term Annuity is regular income. Here we are looking at annuity as a pension plan. Immediate annuity is investing lump…
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Why you should not choose SBI Life -Smart Platina Assure?
About SBI Life -Smart Platina Assure? SBI Life – Smart Platina Assure, an individual, non-linked, non-participating life endowment assurance savings product which assures guaranteed returns with an advantage of paying premiums for a limited term. Let us look at the plan features: For further details visit: Endowment Assurance Policy India, Savings Plan | SBI Life…