Address
304 North Cardinal St.
Dorchester Center, MA 02124
Work Hours
Monday to Friday: 7AM - 7PM
Weekend: 10AM - 5PM
Newsletters
NEWSLETTER NOVEMBER 2024:
HIGHLIGHTS OF NEWSLETTER:
1. GEOPOLITICAL TENSIONS: A CLOUD OVER THE INVESTMENT HORIZON.
2. DO-IT-YOURSELF INVESTING: A RISKY ENDEAVOR?
3. SHIELD YOUR LOVED ONES WITH ADEQUATE LIFE INSURANCE.
4. LAS.
5. Interview: Mr. Neelesh Surana, CIO-Equity, Mirae Asset AMC
NEWSLETTER OCTOBER 2024:
HIGHLIGHTS OF NEWSLETTER:
1. RETAIL INVESTOR’S DILEMMA: SHOULD YOU DIVE INTO FUTURES & OPTIONS TRADING?
2. THE INVESTOR’S TRIFECTA: TIME, PRAGMATISM AND PESSIMISM.
3. COMPREHENSIVE CAR INSURANCE: A GUIDE TO PROTECTING YOUR INVESTMENT.
4. LAS.
5. Interview: Mr. Ajay Tyagi, Head – Equity, UTI AMC.
NEWSLETTER SEPTEMBER 2024:
HIGHLIGHTS OF NEWSLETTER:
1. TEACHER’S DAY: INSIGHTS FROM INVESTMENT EXPERTS.
2. LOAN AGAINST MUTUAL FUNDS: A SMART FINANCIAL MOVE.
3. SENIOR CITIZEN HEALTH INSURANCE – PROTECT YOUR GOLDEN YEARS.
4. LAS.
5. Interview: Mr. Nikhil Rungta, Co – CIO – Equities, LIC Mutual Fund.
NEWSLETTER AUGUST 2024:
HIGHLIGHTS OF NEWSLETTER:
1. UNION BUDGET 2024-25: KEY HIGHLIGHTS.
2. UNDERSTANDING INVESTMENT PERFORMANCE METRICS: POINT TO POINT RETURN VS ROLLING RETURN.
3. HEALTH INSURANCE FOR NRIs
4. LAS.
5. Interview: Mr. Sanjay Chawla, CIO – Equities, Baroda BNP Paribas.
NEWSLETTER JULY 2024:
HIGHLIGHTS OF NEWSLETTER:
1. The Saving-Spending Dilemma: Are you saving for a luxurious future while neglecting present needs?
2. Debunking 7 misconceptions about investing.
3. Season of Monsoon, Mosquitoes & Medical Insurance.
4. LAS.
5. Interview: Mr. Rahul Singh, CIO, Equities, Tata Asset Management.
NEWSLETTER JUNE 2024:
HIGHLIGHTS OF NEWSLETTER:
1. Solution Oriented Mutual Funds : Your key to need based investing.
2. Investing wisdom from the world of sports.
3. Why should you have comprehensive personal accident insurance?
4. LAS.
5. Interview: Mr. Trideep Bhattacharya, CIO, Equities, Edelweiss Mutual Fund.
NEWSLETTER MAY 2024:
HIGHLIGHTS OF NEWSLETTER:
1. 6 Investment Lessons from Chanakya to achieve financial success.
2. Indian MUTUAL FUND industry: The Year Gone by.
3. Secure a worry free retirement with immediate annuity.
4. LAS.
5. Interview: Mr. Shridatta Bhandwaldar, Head Equities, Canara Robeco
NEWSLETTER APRIL 2024:
HIGHLIGHTS OF NEWSLETTER:
1. Igniting Fire – Fire and Strategies to retire early
2. Should you invest just to save tax?
3. Why should you buy health insurance at a young age?
4. How much loan can a customer get against different securities?
5. Interview: Mr. Rahul Pal, CIO – Fixed Income, Mahindra Manulife
NEWSLETTER MARCH 2024:
HIGHLIGHTS OF NEWSLETTER:
1. The Indian Story – A tale of resilience and growth
2. Buy now & pay later – A boon or Bane for consumers?
3. Increase health insurance cover at no extra charges
4. Types of Mandate accepted for Loan Against Securities
5. Interview: Mr. Harish Krishnan, CO CIO and Head, Equity ABSL AMC
NEWSLETTER FEBRUARY 2024:
HIGHLIGHTS OF NEWSLETTER:
1. Financial Planning Tips for Today’s Youth
2. Mutual Funds – One Pill for all your Financial Goals
3. Anywhere Cashless in Health Insurance
4. Loan Against Securities
5. Interview: Mr. Abhishek Bisen, Senior Vice President, Kotak Mutual Fund
NEWSLETTER JANUARY 2024:
HIGHLIGHTS OF NEWSLETTER:
1. Moving beyond resolutions: Power of habits for financial well-being
2. How have different assets performed? The asset allocation dilemma
3. Modernization in car insurance
4. Process for unpledging non-demat securities (Loan Against Securities)
5. Interview: Mr. Rakesh R. Shetty, Fund Manager, Fixed Income, Motilal Oswal AMC
NEWSLETTER DECEMBER 2023:
HIGHLIGHTS OF NEWSLETTER:
1. Mastering the art of wealth: Key learnings from Charlie Munger’s life.
2. Navigating the wealth maze: 10 universal laws of investors.
3. Buying Insurance? Fill the proposal form carefully.
4. Process of Un-pledging Demat Securities.
5. Interview: Mr. Rouhak Shah, Fund Manager, Equity Motilal Oswal AMC.
NEWSLETTER NOVEMBER 2023:
HIGHLIGHTS OF NEWSLETTER:
1. Influencing Financial Behaviour to improve Financial well being.
2. 10 Personal biases impacting investments.
3. Busting Myths on Motor Insurance.
4. Loan Against Securities.
5. Interview: Ms. Shibani Sircar Kurian, Fund Manager, Kotak Mutual Fund.
NEWSLETTER OCTOBER 2023:
HIGHLIGHTS OF NEWSLETTER:
1. Do not try this while investing.
2. Managing your money through the lens of personal finance ratios.
3. Protecting the 4 DS of risks with insurance.
4. Loan against Securities.
5. Interview: Mr. Amit Ganatra, Head of Equities, Invesco Mutual Fund.
NEWSLETTER SEPTEMBER 2023:
HIGHLIGHTS OF NEWSLETTER:
1. Market at Highs: Is it Good Time to Invest.
2. Types of investment risks & navigating them.
3. The importance of disclosures in insurance.
4. Loan against Securities.
5. Interview: Mr. Shriram Ramanathan, CIO, Fixed Deposit, HSBC Mutual Fund.
NEWSLETTER AUGUST 2023:
HIGHLIGHTS OF NEWSLETTER:
1. Starting a SIP with TOP-UP – A secret to wealth creation.
2. Why do need – based investments work better?
3. Common Grievances in Insurance Policies.
4. Loan against Securities.
5. Interview: Mr. Gopal Agrawal, Fund Manager, HDFC Mutual Fund.
NEWSLETTER JULY 2023:
HIGHLIGHTS OF NEWSLETTER:
1. How to benefit the most from a Mutual Fund distributor?
2. SIP Stoppage – Reasons and the Response.
3. Port your Health Policy – Choose Wisely.
4. Loan against Securities.
5. Interview: Mr. Janakiraman Rengaraju, Senior VP & Portfolio Manager, Franklin Templeton India.
NEWSLETTER JUNE 2023:
HIGHLIGHTS OF NEWSLETTER:
1. Five old School Ideas that still work.
2. Good DEBT vs Bad DEBT.
3. Designing your Health Insurance Portfolio.
4. NJ Capital Loan against Securities – New Features.
5. Interview: Mr. Trideep Bhattacharya, CIO – Equities, Edelweiss AMC.
NEWSLETTER MAY 2023:
HIGHLIGHTS OF NEWSLETTER:
1. Top 6 things to do at the start of the New Financial Year.
2. Asset Allocation Strategy – At the heart of your Personal Financial Journey.
3. Benefits and features of Health Insurance Plans.
4. Loan against Securities.
5. Interview: Mr. Sandeep Yadav, Senior Vice President, Head – Fixed Income, DSP Mutual Fund.
NEWSLETTER APRIL 2023:
HIGHLIGHTS OF NEWSLETTER:
1. Why your portfolio may be under performing.
2. Sovereign Gold Bonds (SGB).
3. How to mitigate your loss due to accidents.
4. Loan Against Physical Securities.
5. Interview: Mr. Avnish Jain, Head, Fixed Income, Canara Robeco MF
NEWSLETTER MARCH 2023:
HIGHLIGHTS OF NEWSLETTER:
1. How can you be a successful investor?
2. Teaching growing children all about money.
3. Why be careful while filling out insurance proposal form?
4. Loan against Securities.
5. Interview: Mr. Mahesh Patil, CIO, ABSL AMC.
WEALTH & HEALTH SOLUTIONS
INVESTMENT | INSURANCE | TAXATION | LOAN | WELLNESS | CSC PRODUCTS