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FINANCIAL MANAGEMENT/PLANNING

The FASTag has become mandatory from January 15, 2020 after extending the deadline twice in December. In case you are not aware, FASTag is RFID sticker which you need to paste to your vehicle windshield. The FASTag is linked to your...
Defining how to create a successful practice in 2030 is an ambitious undertaking, one that probably makes you uncomfortable. There are forces at work that are changing not just the landscape of our profession, but the very lives we live and the way we live them. Today’s consumers have...
Government of India has launched the Series VIII for FY 2019-20 of Sovereign Gold Bonds from January 13 to 17, 2020. These bonds are investment scheme where investors could buy gold in the form of Gold Bonds from Government of India. Highlights...
The IBA (Indian Banks’ Association) has come-up with new guidelines regarding Education Loan named as “Model Education Loan Scheme” and would be followed by all its member Scheduled Commercial Banks- which means all big private and public banks like SBI, ICICI,...
EPF (Employee Provident Fund) is a long-term investment for retirement. The good news is EPFO, the body which manages EPF allows its subscribers to withdraw money partially under some situations (also known as Non-Refundable Advance in EPF Terms). EPF...
At some point in their career path, advisers might look at the success of their peers and wonder, “Why aren’t great things happening for me, too?” Some examples might be a colleague taking over a multimillion-dollar 401(k) plan or landing a large roll-over or insurance account. While you may...
Advisers looking to grow their business are always interested in finding new clients, but almost universally, advisers hate prospecting. Most of them don’t have the time, skill or interest to do the marketing on their own, which is why lead-generation services have become more popular. In fact, these...
Gratuity is paid to employees by their employer at the time of retirement/resignation if they have worked with them for at least five years. The gratuity is also paid in case of death or disablement due to accident or disease. ...
All salaried have different type of leaves namely: Sick Leave, Casual Leave, Earned/Privilege leave, etc. If employees take lesser leaves than they are eligible for, most employers encash the left over leaves either annually or at the time of leaving the...
SCSS (Senior Citizens’ Savings Scheme) is an excellent investment for senior citizens as its safe (guaranteed by Government of India), pays guaranteed interest income every quarter and is eligible for tax saving u/s 80C. The next question is how much actual...