Sunday, January 3, 2016

Year 2016 – Financial Resolution


Dear readers,

Wish you very happy new year 2016. I pray that this year bring more and more happiness in your life. All of you should achieve financial freedom. I have seen that many person makes many type resolution like quitting alcohol, joining gym, healthy diet etc. Let us talk about financial resolution for this year.

  • Set your financial goal on long and short term basis and also set their priority.
  • Do not idle your cash in your saving bank account. 4% interest rate don’t beat even inflation and your saving actually shrunk.

  • Know your financial product very well before investing in anyone. You should know about risk and return both about the product in which you want to invest.

  • Do not ignore your insurance needs. Buy any term insurance plan and disclose all your material fact. It will make claim process easy if and bad event happen. You should have a proper mediclaim policy.

  • Make an emergency funds by investing in liquid fund. The amount should be equal to six month salary at least.

  • Make your tax planning well ahead. Do not postpone it for last rush. At the time of last date you often make wrong decision in hurry.


If you have doubt about investment product and want more information regarding investment or you need investment services, feel free to ask us. We also conduct the seminar on investment and financial planning. If you are interested for conducting seminar in your city, just drop the mail.

Warm regards,
Arvind Trivedi
Certified Financial Planner


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