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The Benefits of Term Insurance: Why It Should Be Part of Your Financial Plan!

May 2, 2025 by Urmila Singh
benefits of term insurance

Many people wait — thinking they’ll buy it “later” when they’re older, earning more, or have bigger responsibilities.
But life doesn’t wait. And neither do insurance premiums.

Categories Financial Planning, Insurance Planning

Understanding Fund Manager Strategies: What to Look For?

March 24, 2025 by Urmila Singh

A good fund manager never chases trends blindly or makes emotional decisions in the market. Instead, they rely on data-driven analysis, economic indicators, and market behavior to guide their portfolio adjustments.

Categories Investment Planning, Personal Finance

How to Switch Your Insurance Provider in India Without Losing Benefits

March 4, 2025 by Urmila Singh

A few months ago, one of my clients faced an unexpected crisis. His wife had fractured her leg and needed surgery, which meant a longer hospital stay. While he was … Read more

Categories Insurance Planning

The Role of ESG Factors in Mutual Fund Selection for Sustainable Investing

February 17, 2025 by Urmila Singh

By choosing ESG investments, investors are aligning their portfolios with broader global objectives, such as the 2030 Agenda for Sustainable Development

Categories Investment Planning

Active vs. Passive Mutual Funds: Which Strategy Should You Choose?

February 6, 2025 by Urmila Singh

If there’s one thing I’ve learned after years of navigating the world of mutual funds, it’s this—no single strategy fits everyone.

Categories Investment Planning, Personal Finance

Understanding Mutual Fund Categories: Which One is Right for You?

January 22, 2025 by Urmila Singh
mutual fund categories

Mutual funds can be a great way to start your investment journey, but the variety of options can sometimes feel overwhelming. With over a decade of experience in the finance … Read more

Categories Financial Planning, Investment Planning

EPFO 2025 Update Alert: What Employees & Pensioners Need to Know

December 23, 2024 by Urmila Singh
epfo atm withdrawal-update 2025

EPFO is rolling out ATM cards for PF withdrawals in 2025, making your money accessible to you, anytime, anywhere!

Categories Financial News

The rising trend in women’s participation in financial decision making

December 11, 2024 by Urmila Singh
women's participation in financial decisions

The societal pressure tied to labels like “Alpha male” or “Alpha female” and the stress associated with Type A personalities has only added to the weight women often carry in their financial journeys.

Categories Financial Planning, Investment Planning, Personal Finance

Know this to save yourself from the maze of Credit Card Scam Tactics

November 25, 2024 by Urmila Singh
Credit card scam tactics

In the fast-paced digital era, where convenience meets vulnerability, the increase in credit card scams raises a significant threat to our financial security. Imagine receiving a seemingly legitimate email asking … Read more

Categories Personal Finance

Balancing Tech and Trust: How the Phygital Model Transforms Financial Planning

October 11, 2024 by Urmila Singh

In a time when we are surrounded by technology, Phygital model includes the warmth of human connections…

Categories Financial Planning, Personal Finance
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