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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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Max life monthly income advantage plan – should you choose this plan?
Let us be clear about the plan: This plan, Max life monthly income advantage plan is so called a non-linked, participating individual life insurance savings plan gives you a guaranteed monthly income and the choice of customize the plan, to fulfil every planned milestone of your life. Plan features and benefits: This plan offers you…
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Bajaj Allianz Life Assured Wealth Goal – Will I attain my goal?
Bajaj Allianz Life Assured Wealth Goal is so called a non-linked, non-participating, individual, life insurance savings plan. This is said to be a savings plan combined with investment plan that offers the assurance of regular income in the future. This plan offers regular guaranteed long-term income up to 30 years. There is option to defer…
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Should you invest in Aviva New Family Income Builder?
About the plan: Aviva New Family Income Builder plan is so called a non-linked non-participating life insurance plan that doubles your money. It is said to be a savings plan combined with the protection-oriented plan that assists you financially by guaranteeing returns in the form of regular payouts for 12 years. These regular payouts are…