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From Hidden Savings to Smart Investing: A Women’s Day Wake-Up Call
Women have always been natural savers. Remember how our mothers and grandmothers tucked away money in kitchen jars, inside saree cupboards, or between the pages of a diary? Every rupee had a purpose, carefully set aside for a rainy day. But times have changed. Today, money isn’t something we physically hold—it exists in numbers on…
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Market Down? Should You Stop Your SIP? The Truth About Smart Investing
Introduction: The Investor’s Dilemma The market is down, and fear is in the air. You check your portfolio, and the numbers don’t look great. You think, “Maybe I should stop my SIP (Systematic Investment Plan) until things improve.” Sounds familiar? Many investors panic when markets turn red, wondering if continuing their SIP is the right choice.…
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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…