Mutual Fund Investment Advisory

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If you can't do it all together, it's ok to take one step at a time ...
14/08/2024

If you can't do it all together, it's ok to take one step at a time

Money Matters !!
12/08/2024

Money Matters !!

Discipline always rocks...
11/08/2024

Discipline always rocks...

Discipline matters in every step of life...
10/08/2024

Discipline matters in every step of life...

I am committed...
10/08/2024

I am committed...

Choose happiness 😊
09/08/2024

Choose happiness 😊

Gratitude 🙏
08/08/2024

Gratitude 🙏

20/04/2019

*-:Financial Planning Basics:-*
*1.* 30 % of your income must be used for monthly *Living expenses.*
*2.* 30% of your income must be used for *Liabilities repayments.*
3. 30% of your income must be *SAVED* for your *future LIVING.*
*4.* 10% of your income must be spared for *entertainments, vacations………..*
*5.* *SIX month monthly income must be available for emergency fund* { LIQUID FUND }, it can be CASH or cashable investments
*6.* *Home loan* must be *registered* and apply on *Both husband and wife name.* { Both can get benefits on Home loan Tax benefits }
*7.* Buying *Second House* for investment is *not advisable* [ Survey reports - it will fetch you only around 3% return]
*8.* *After age 45 years* not supposed to enter into any *BIG LIABILITIES* [ Higher education of children and wedding of children will happen around 45 to 50 only ]
*9.* *Joint account* is *compulsory* @ Bank savings account.
*10.* *Property must be registered on both Husband and wife name.* [ As per legal act – after husband first legal heir is wife, after wife it will go to children only ]
*11.* Regular check on Nominations at all *financial instruments.*
*12.* Only in *Insurance policy, Claims payable to Nominee*. In other financial instruments legal heirs certificate is must to get back the settlement.
*13.* *Tow moths salary must be parked on LIFE INSURANCE POLICY* [ it’s a universal thumb rule on insurance ]
*14.* Don’t take any financial investment decisions by *EMOTIONALLY.*
*15.* *MEDICLAIM is must* [ in spite of Group mediclaim coverage given at office [ After retirement there is no mediclaim coverage. After 50 years its very tough to enter into mediclaim ]
*16.* For your jewelry LOCKER, *Only one lakh* is payable by bank, if theft or fire happen at bank. Provided insurance done.
*17.* Like *same* way *Government guaranteed only one lakh for your FD also*. [ Fixed deposits with Banks upto Rs. 1 lakh only are backed by deposit insurance ]
*18.* Must know all tax implications. *You cannot avoid paying tax*. But you can minimize by way of investments.
*19.* All financial documents must be *kept safely*.
*20.* Financial investments must be fallowed through *Personal financial advisor*.
*21.* *Review* your *financial portfolio by every six month.*

*Live Life and stay blessed🙏.*

29/04/2017

Reliance Growth Fund

Address

Ahmedabad
382345

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