
Best for the persons who want to provide a big sum assured for the protection of their family in case of unfortunate death during policy period. On natural death during the policy […]
Best for the persons who want to provide a big sum assured for the protection of their family in case of unfortunate death during policy period. On natural death during the policy […]
1. Insurance is an absolute must. Don’t delay that cover. Make sure it is adequate. 2. Use insurance to save tax, but choose an amount and policy based on your future worth […]
Mutual fund houses are working overtime to start consolidating their portfolio of schemes to ultimately have just one scheme with a specific investment objective or theme. Fund houses are saddled with multiple […]
Country’s two largest banks – State Bank of India and ICICI Bank both increased their benchmark lending rates because of a sharp increase in the cost of funds. SBI increased its base […]
The fraud case involving a Citibank employee should be an eye-opener for HNIs and all innocent investors. For high net worth individuals (HNIs), who hire wealth managers to take investment decisions on […]
In order to enhance compliance with Know Your Customer (KYC) norms under the Prevention of Money Laundering Act, 2002 (PMLA), it will be mandatory for all categories of investors of Mutual Fund […]
Let`s look at some of the key principles one must keep in mind in order to meet life`s financial goals in a systematic manner : 1. Start early and invest regularly 2. […]
In the recent past, I recommended 3 categories of funds, viz., Diversified Large cap funds, Pharma funds and Infrastructure funds. This month also I recommend you to continue to invest in these […]
In order to encourage savings, the government gives tax breaks on certain financial products under Section 80C of the Income Tax Act . Investments made under such schemes are referred to as […]
Investment in Child’s Future and Education is a wise financial decision. There are several Child Insurance plans available in the market. Although I do believe that ..Investment + Insurance = Worst Combination. […]
One of the best person I have ever met, he not only provide good services to his customer but know how to maintain the relationship. Associated with him since past 10 years and he never disappointed me. I can trust blindly on his decisions.
Mr. Vivek Sharma is an energetic and an enthusiastic person. Be it any facet of Brand Development or financial advisory, Mr. Vivek has showed a high level of commitment and ownership to work and support. He brings in a lot of energy and passion. Mr. Vivek is very humble and supportive. He tries to understand the queries related and add value addition and provide solution . He has good decision-making skills and can handle tough situations well and I wish him all the success for future!
Sanjay Bisht
Gati- Commercial & Regulatory.
Mr Vivek Sharma has been handling my financial portfolio for the past 5 years. His commitment to ensuring the best service to clients, quick response to fluid market conditions, regular and honest feedback and integrity in his dealings are admirable. As retired government officers with limited funds, we feel fortunate to have him look after our interests.
J.N. Choudhary, IPS, Former Director General of Police , NSG
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