Tag: Term Plan Insurance

• Personal Wealth Management

  What activities do you lose yourself in? Habits Maketh a Man! So goes the saying. Reading between the economic data and then coming out with out-of-the-ordinary picked from the Mutual Funds and Stocks to create a portfolio that delivers surprise returns at the end of the medium-term and long-term is what I completely immersed myself…

  Antony Trackfinder

  17th Mar 2023

  Asset Allocation, Business Culture, compliments, conversation, Cryptocurrency, Daily Prompt, Entrepreneur, financial planning, Guaranteed Income, Health Insurance, HNI & UHNI, Indian Stock Market, Investing Concepts, Life Insurance, Long Term Investment, Mediclaim, Nasdaq, NJ wealth, NSE & BSE, Retirement Planning, Risk Management, Stock Market Investment, Tax Saving ELSS, Value Investing, wealth management

  Appreciation, Asset Allocation, atmanirbhar, Average Return, Bear Market, Bull Market, business, Cryptocurrency, dailyprompt, dailyprompt-1877, Family Protection, FD, financial planning, Guaranteed Income, Happiness, Health Insurance, Investment, Investment Tips, Investor, LIC Policies, Mediclaim Policy, Monthly Income, mutual funds, mutualfundssahihai, Nasdaq, NJ wealth, personal finance, PF, PMS, Post Office, Profit Booking, Retirement Planning, Risk Management, SIP, SIP Challenge, stock market, Succession Plan, Tax Free Income., Term Plan, Term Plan Insurance, Unlearn, value buying, Value Investing, wealth management

• Insurance is a subject matter of solicitation, Seriously?

  

  “Insurance is a subject matter of solicitation”: Says IRDA.Which essentially means that insurance has to be requested or asked for (by an Earning Individual), not sold by an Advisor or Firm. This is one the reasons that thousands of Indians die without protecting their beloved family with an Adequate Insurance Cover. This is not just…

  Antony Trackfinder

  18th Jun 2022

  Asset Allocation, conversation, Fathers Day, financial planning, Guaranteed Income, Health Insurance, HNI & UHNI, Investing Concepts, Life Insurance, Risk Management, Thanks Giving, Trackfinder Team

  Appreciation, Asset Allocation, atmanirbhar, Birthday Gift, compliments, Family, Family Protection, Fathers Day, financial planning, Guaranteed Income, Health Insurance, LIC Policies, Life Insurance, personal finance, Risk Management, Succession Plan, Term Plan, Term Plan Insurance, wealth management

• Coconut and Currency Conversation

  

  When we are surrounded by nature, the amazing properties that create its beauty are way beyond our comprehension. None teaches you like Flora and Fauna. I love to see things in my own peculiar way. The greatest investment that our ancestors have made for us is the nature that is around us. Unfortunately, that remains…

  Antony Trackfinder

  10th May 2022

  Asset Allocation, Business Culture, conversation, Cryptocurrency, Entrepreneur, Environment, financial planning, Guaranteed Income, Health Insurance, HNI & UHNI, Indian Stock Market, Investing Concepts, Kerala, Legacy, Mediclaim, Mistakes, Nature Walks, NJ wealth, Risk Management, Stock Market Investment, Tax Saving ELSS, Trackfinder Team, wealth management

  Appreciation, Asset Allocation, atmanirbhar, Average Return, Bear Market, Birthday Gift, Bull Market, business, Cryptocurrency, Dhanteras, Family Protection, FD, financial planning, Flora, Guaranteed Income, Health Insurance, Investment Tips, Investor, Kerala, Monthly Income, mutual funds, mutualfundssahihai, Performance, personal finance, PF, PMS, Post Office, Profit Booking, Risk Management, SIP, SIP Challenge, stock market, Succession Plan, Tax Free Income., Term Plan Insurance, trackfinder, value buying, wealth management

• Colours of an Investment Portfolio

  

  “Portfolio is a true representation of your Strength, Weakness, Vision, Hardwork, and Future.” As a wealth manager, I often face the challenge of creating an investment portfolio within the first 15 min of meeting an investor.Penning the names of funds and stocks, I often give the impression of a magician pulling out a rabbit from…

  Antony Trackfinder

  23rd Apr 2022

  Asset Allocation, financial planning, Guaranteed Income, Health Insurance, HNI & UHNI, Indian Stock Market, Investing Concepts, Legacy, Mistakes, Nasdaq, NJ wealth, Risk Management, Stock Market Investment, Tax Saving ELSS, Trackfinder Team, wealth management

  Asset Allocation, Average Return, Bear Market, Bull Market, business, Children, compliments, Family Protection, financial planning, Guaranteed Income, Health Insurance, Investment Tips, Investor, Monthly Income, mutual funds, mutualfundssahihai, Nasdaq, Performance, personal finance, Profit Booking, Risk Management, SIP, stock market, Succession Plan, Term Plan Insurance, trackfinder, value buying, wealth management

• Legacy, Bestowing Prosperity To The Next Generation.

  Happy Dussehra to you and your beloved family, Navratri Festival: Day 9 – Ram Navami – Purple Let me share a small true story: In 2013 she was my staff for a short while, a single parent with huge responsibility on her shoulder. Yesterday (24-Oct-20) I met her and family. It was a panic call.…

  Antony Trackfinder

  25th Oct 2020

  Asset Allocation, Cryptocurrency, financial planning, Health Insurance, HNI & UHNI, Legacy, Mediclaim, Mistakes, NJ wealth, Risk Management, Stock Market Investment, Trackfinder Team, wealth management

  Children, Investment, Investor, Mediclaim Policy, mutual funds, stock market, Succession Plan, Term Plan Insurance, Will Writing

• Insurance, an Expression of Love in Paper Format.

  

  Today I will start with a small real-life story that touched me so much, painfully though. (This was a write-up I made for Navratri Festival.) She is “M”; married with two sons and was working for the retired personnel of the Armed Forces. I proudly manage her Investment Portfolio. Me: “Want to meet you, Ma’am”“M”:…

  Antony Trackfinder

  21st Oct 2020

  Asset Allocation, financial planning, Health Insurance, Legacy, Mediclaim, NJ wealth, Risk Management, Stock Market Investment, Trackfinder Team, wealth management

  Family Protection, Health Insurance, Mediclaim Policy, Risk Management, Term Plan, Term Plan Insurance, wealth management