Category Archives: Financial Management

How PMS (portfolio management services) works?

If you are a high net-worth individual, looking for investing in a professionally customized portfolio of stocks, then PMS (Portfolio management services) can be a good choice for you. In this article, we will discuss everything about PMS – Portfolio Management Services. What is Portfolio Management Services (PMS)? PMS is a service targetted at HNI […] The post How PMS (portfolio management services) works? appeared first on Jagoinvestor. Source link

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15 Investments to Save Tax u/s 80C – Which is the Best?

The tax season is here and I have started getting mails and comments asking for the “Best Tax Saving Investments”. Unfortunately there is no straight answer to this. The best investment is different for different people and is aligned with their return expectations, risk taking ability, personal circumstances, and alignment with their financial goals among other […] Related posts What is the Maximum Income Tax You can Save (FY 2019-20)? Posted on  June 6, 2019 by Amit Should […]

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Wealth manager reveals new MD and senior exec shake-up

Expanding wealth manager and Financial Planner firm Kingswood has announced a new managing dirctor as part of a series of senior management appointments. Rupert Thompson has been promoted to managing director and chief investment officer while Leigh Philpot takes the role of head of wealth and David Winckler becomes associate director. Paul Surguy joins the company in January from Kleinwort Hambros to lead the investment management business. Prior to Kleinwort he workd at Sanlam as head of fund research. Further […]

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ICICI Pru Precious Life Term Plan – Review

ICICI Pru Precious Life is a non-linked non-participating term insurance plan. Most of the term plan does not cover existing health conditions or lifestyle diseases such as diabetes, hypertension, asthma etc. However, ICICI Pru Precious Life Term Plan is different. You can get coverage of existing health conditions under this plan. Most of the time it is seen that people face difficulties in getting a term plan at an affordable rate due to various health conditions. ICICI […]

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Make Your Practice Stand Out: Don’t Let Contentment Become Complacency

What kinds of experiences do your clients have with you? Would they say that you’re reliable and that they’re satisfied with your services? If so, watch out. In a highly competitive industry, keeping a client “satisfied” may not be enough. … Continue reading → The post Make Your Practice Stand Out: Don’t Let Contentment Become Complacency appeared first on . Source link

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Weekend Reading for Financial Planners (Dec 7-8)

Enjoy the current installment of “weekend reading for financial planners” – this week’s edition kicks off with the industry news that Schwab is tapping former TD Ameritrade RIA chief Tom Bradley to lead a new “Core” RIA support platform for RIAs under $100M on the Schwab platform, indicating both a shift of Schwab moving further “downmarket” to smaller and solo RIAs, and providing a strong signal to smaller TD Ameritrade RIAs that they will not be abandoned […]

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What does “more money” give you in life? (shocking replies inside)

What does “more money” give you in life? I asked this question on twitter a few days back and gave 3 options to choose from. Here are the results What does “more money” gives you in life? — JagoInvestor (@jagoinvestor_) November 11, 2019 A total of 120 people voted on the question and I got […] The post What does “more money” give you in life? (shocking replies inside) appeared first on Jagoinvestor. Source link

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NSC (National Saving Certificate)- Tax Benefit, Interest Rates & more…

NSC (National Saving Certificate) is popular tax saving investment under section 80C. It has maturity of 5 years and is guaranteed by Government of India. This post lists the significant features of NSC, tax benefit, taxation, loan available, etc Interest Rate on NSC: As of today (for April to June 2019 quarter) NSC gets 8.0% […] Related posts Highest Tax Saving Bank Fixed Deposit Rates U/S 80C – August 2019 Posted on  August 9, 2019 by Amit […]

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Financial advisers guide 230,000 DB transfer clients

In the first three and a half years since the Pension Freedoms were introduced in 2015 more than 230,000 members of Defined Benefit schemes have received guidance from a financial adviser. The average transfer over this period was £350,000. Pension lawyers Eversheds Sutherland and Royal London have today published a report on the risks trustees and advisers face after analysing FCA data to define the size of the market. According to the FCA, between April 2015, when […]

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How to get a personal loan with low interest rate?

A personal loan is any purpose loan. You can use this loan for any purpose like medical emergency, marriage expenses, renovation of home, paying dream holiday, etc. It is one of the easiest ways to get money from the market. The interest rate offered on a personal loan is generally higher compared to any other loan. However, if you have an urgent requirement of money personal loan is a very good option. Many banks sanction and disbursed […]

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