Articles by CFP Amit kumar Jain

Investing or Insurance –How to prioritize??

Investments and insurance are two important pillars of financial security. While good investments empower you to live the upside that life has to offer, adequate personal insurance insulates your finances against the downside of risks…


PERSONAL FINANCE INVESTMENT OBJECTIVE

The primary objective of personal finance investment is to create assured corpus for various short-term and long-term life goals like maintaining basic need & health, children’s education & marriage, purchasing a house or car, and…


RISK CANT BE AVOIDED BUT MANAGED.

Whatever we do in life has some element of risk in it. The risk can be of different magnitudes for each individual. If the risks are too low or cost too little for an individual…


Insurance Ombudsman-An under-utilized Institution

The institution of Insurance Ombudsman was created by a Government of India Notification dated 11th November, 1998 with the purpose of quick disposal of the grievances of the insured customers. The institution has helped to…






INSURANCE FOR SMEs

The SME sector is a critical nerve center for the Indian economy. Most small businesses tend to be entrepreneurial ventures where the promoter has either invested their own savings or borrowed funds from relatives to…


PLANNING A SWEET HOME

Having a own sweet home is a personal dream project for almost everyone. It needs to be managed very carefully. But unfortunately many new home owners get into financial trouble because they had underestimated the…