Financial Wellness Forever Blog

  • 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…

  • 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.…

  • 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…

  • 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…

  • 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…

  • 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…

  • Max Life Savings Advantage Plan – Will this plan satisfy my future financial needs?

    Max Life Savings Advantage Plan does not meet any of the 3 criteria for choosing an investment or life insurance plan.

  • 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…