Month: December 2017

Finance for Life Insurance

Why Are Today’s Customers Looking for a One-Stop Financial Solution Adviser? And Why the Life Insurance Agent Should be the person to offer it?

N Ashok Kumar2 Comments

To sell life insurance we need to conduct financial planning We sell life insurance. Our natural desire is to continue to do so. Our natural desire is to not advise the customer on the totality of his financial investment needs. We are also not qualified to advice a customer on whether to buy risky investments… Continue reading Why Are Today’s Customers Looking for a One-Stop Financial Solution Adviser? And Why the Life Insurance Agent Should be the person to offer it?

Finance for Life Insurance

Beware of Balanced Funds – Mutual Funds Sahi Nahi Hai

N Ashok Kumar1 Comment

A few days ago I had written in this Blog that SEBI had asked AMFI to moderate its advertisement campaign Mutual Fund Sahi Hai. (Read Good News from SEBI – Mutual Funds Sahi Nahi Hai)  Well it appears that the Association of Mutual Funds of India (AMFI) has not acted, even though its President Mr.… Continue reading Beware of Balanced Funds – Mutual Funds Sahi Nahi Hai

Finance for Life Insurance

How do you compare the return of risky investments with that of lower risk investments?

N Ashok Kumar4 Comments

There are thousands of mutual funds. They invest money in shares, debt (especially corporate debt), gold, real estate, foreign exchange, commodities, etc. You will agree that the prices of the assets in which mutual funds invest constantly change, moving up or down. Any investment in such assets is therefore subject to the investment risks of… Continue reading How do you compare the return of risky investments with that of lower risk investments?