Financial Wellness Forever Blog

  • 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:…

  • 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…

  • 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…

  • 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…

  • 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…

  • Psychological Aspects of “FAMILY BUDGET”

    My Dear Friends, Happy to invite you all to my Session on Tuesday 14th Feb 2023 evening 6PM on Psychologic aspects of “Family Budget” @ Divyodaya Hall. Takeaway Reasons why we miss out on budgeting and how to overcome them. Create an immediate surplus from your existing income. Worksheet that you can use regularly. For…

  • LIC’s New Money Back Plan-20 years- Do the returns justify considering it?

    LIC’s New Money Back Plan-20 years is so called Non-linked, Participating, Limited Premium, Individual, Life assurance plan which offers a combination of protection against death throughout the term of the plan along with the periodic payment on survival at a specific duration during the term. Plan features and benefits: This plan allows you to pay…

  • 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.