Untracked Investments Become Unclaimed Wealth. Include Investment Accounts in Estate Plan!
According to the Reserve Bank of India's Annual Report, as of March 2024, over ₹78,000 crore lies unclaimed in bank accounts. Most of it is now sitting in a government…
Include Bank Lockers in Your Will. Here’s Why!
We often picture bank lockers as the safest place for life’s most treasured belongings-wedding jewelry, family heirlooms, vital documents. Locked up. Out of sight. Protected. But for many families, those…
Don’t Forget Your Bank Accounts When Writing a Will
Death. The only certainty in life. One, we often do not prepare for. Losing someone you love is hard. But what if, on top of the heartbreak, you suddenly couldn't…
Post Office Saving Schemes in India 2025
Post Office Saving Schemes are government-backed savings plans offered by India Post. They are known for their safety, steady returns, and affordability, making them popular among Indians for building savings.…
6 Must have Retirement Planning Tips and Tricks for NRIs
Did you know that a recent survey by SBNRI, a FinTech platform, revealed that at least 60% of NRIs in countries like the U.S., U.K., Canada, Australia, and Singapore are…
Retirement Planning: Top 10 Common Mistakes to Avoid.
According to the India Retirement Index Study 3.0, conducted by Max Life Insurance in partnership with Kantar, two in five Indians have yet to start planning for retirement, and 61%…
When Should You Start Retirement Planning? A Step Beyond Financial Planning
As a child, I always wanted money. Whether it was for snacks, collectible cricket cards, or something else, I was constantly asking my parents for a little extra pocket money.…
Retirement Plan: Who Can Help You Build A Strong One?
Planning for retirement can feel like a hectic task. But it doesn’t have to be. Let's take the example of a 45-year-old professional who thought he had enough savings to…
Financial Planning vs Retirement Planning Made Simple.
We all want financial stability. Almost every finance guru or influencer talks about attaining financial independence. But the path to it can be unclear. Whether starting your career, planning for…
Retire Smart in just 8-Steps! Your Ultimate Retirement Planning Checklist.
As Sandra Day O'Connor famously said, “I need to retire from retirement. " This highlights the importance of having a strong Retirement Planning Checklist in place. Proper planning ensures that…