Indian Mutual Funds | Financial Planning Advisor in UAE

Systematic Withdrawal Plans – How SWP Works and How its Taxed?- Mutual Funds - India

Sreekanth Pillai

Jul 21, 20214 min read

Systematic Withdrawal Plans – How SWP Works and How its Taxed?- Mutual Funds - India

A Systematic Withdrawal Plan or SWP allows an investor to withdraw from his/her mutual fund scheme every month on an already set date....

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Sreekanth Pillai

May 31, 20212 min read

ADVANTAGES OF INVESTING IN MUTUAL FUNDS

1. Professional Management — Investors may not have the time or the required knowledge and resources to conduct their research and...

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Health Insurance - Your Shield Against Medical Emergency

Sreekanth Pillai

May 18, 20212 min read

Health Insurance - Your Shield Against Medical Emergency

It was cold, windy evening of January 2012. Mr. & Mrs Arora (retired couple, both senior citizens) were enjoying winter evening & having...

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FinPlanUAE - Offering Matrix- Services for NRI's

Sreekanth Pillai

May 13, 20211 min read

FinPlanUAE - Offering Matrix- Services for NRI's

SOLUTIONS FOR EXPATRIATES – UAE & Middle East SOLUTIONS FOR NRI EXPATRIATES – INDIA Best regards, Sreekanth 0503963193 www.finplanuae.com...

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Sreekanth Pillai

Apr 19, 20211 min read

Do you need life insurance?

If you have family or others that rely on your income, then it would be wise to consider life insurance. And even if you are single with...

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MARS (Mutual Fund Automated Portfolio Rebalancing System)

Sreekanth Pillai

Apr 19, 20211 min read

MARS (Mutual Fund Automated Portfolio Rebalancing System)

What is a MARS or NJ MARS? NJ MARS (Mutual Funds Automated Re-balancing System) manages asset allocation of your portfolio in line with...

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NJ Star Mutual Funds (April 2021) - FinPlanUAE

Sreekanth Pillai

Apr 18, 20211 min read

NJ Star Mutual Funds (April 2021) - FinPlanUAE

This is the list of Mutual Funds Shortlisted by NJ India the largest distributor of Mutual Funds in India. The list will be reviewed and...

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Indexation - Save Income Tax in Debt Mutual Funds:

Sreekanth Pillai

Apr 10, 20213 min read

Indexation - Save Income Tax in Debt Mutual Funds:

Indexation plays an important role in calculating gain or loss on your investments. Indexation will reduce your overall tax liability by...

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Sreekanth Pillai

Mar 27, 20212 min read

Fixed Deposit vs Debt Fund Investment

Fixed Deposits (FDs) have been a part of every Indian household for decades now. The present times, however, are witnessing a slump in...

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All you need about Star Health Insurance Plans

Sreekanth Pillai

Mar 23, 20212 min read

All you need about Star Health Insurance Plans

Here is brief of main health insurance plans provided by Star Health and Allied Insurance Company. 1. Star Family Health Optima Insurance...

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Options to Buy/Invest in Gold other than just in the Physical Form - A Perspective

Sreekanth Pillai

Sep 11, 20204 min read

Options to Buy/Invest in Gold other than just in the Physical Form - A Perspective

Gold in physical form as jewellery is traditionally bought for wearing and also as a means for dealing with financial emergencies. Buying...

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Variable and Fixed Rate Loans: Which Is Better?

Sreekanth Pillai

Sep 3, 20202 min read

Variable and Fixed Rate Loans: Which Is Better?

It is important to understand the differences between variable interest rates and fixed interest rates if you're considering a loan....

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Home Loan- Flat & Reducing/Diminishing Interest Rates- How are they different?

Sreekanth Pillai

Aug 30, 20202 min read

Home Loan- Flat & Reducing/Diminishing Interest Rates- How are they different?

When deciding on home loan the key driver for most of us is the interest rate in general. However, it’s not just the number on offer that...

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Sreekanth Pillai

Aug 21, 20203 min read

Rupee or Dollar Investments for NRI?

NRI’s would have in general be having this question: should I invest in India or should I not? A mix of emotions ranging from love for...

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Why you need to have home / home content insurance?

Sreekanth Pillai

Aug 19, 20201 min read

Why you need to have home / home content insurance?

On an average we spend a big part of our lives paying our home loans/ rents and spent a lot of money in furnishing our homes but we...

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Real Estate Vs Stock Investments in India

Sreekanth Pillai

Aug 19, 20201 min read

Real Estate Vs Stock Investments in India

Though there are quite a few differences between real estate and stock market investments, below are the key differences. RETURN ON...

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Sreekanth Pillai

Aug 15, 20202 min read

How Mutual Funds Work?

A mutual fund is a collection of investments, such as stocks, bonds and other funds issued by a Mutual Fund House and managed by a...

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Critical Illness Insurance: What Is It and Who Needs It?

Sreekanth Pillai

Aug 9, 20201 min read

Critical Illness Insurance: What Is It and Who Needs It?

Critical Illness Cover pays a cash sum if you are diagnosed with one of the defined illness or disabilities or undergoes a medical...

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Give your SIP's(Systematic Investment Plan) time and it will do its Work.

Sreekanth Pillai

May 30, 20201 min read

Give your SIP's(Systematic Investment Plan) time and it will do its Work.

SIP's in Indian Mutual Funds, wealth creation through Systematic Investment Plans.

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Performance of Leading Indian MutualFunds- May 2020

Sreekanth Pillai

May 26, 20201 min read

Performance of Leading Indian MutualFunds- May 2020

Please find attached Performance of Leading Indian MF as of May 2020.

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