Tag - ptic india

Should you switch from smallcap or midcaps to large-cap schemes?

Should you switch from smallcap or midcaps to large-cap schemes?

In the recent stock market correction, the sharp fall has seen in the midcap and smallcap schemes. And suddenly many investors are in love with large-cap mutual fund schemes. Many investors are looking for a switch from midcap or smallcap schemes to large-cap schemes. However, mutual fund advisors are asking investors to refrain from investment decision based on the recent stock market trend. According to Rajeev Sakhuja, MD & CEO, PTIC INDIA – Financial Planner in Delhi,”Whenever there is a [...]

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5 ways to invest your money when you got an appraisal

5 ways to invest your money when you got an appraisal

Many companies have finished their annual employee appraisal process. Based upon your overall performance, the company give you a hike in your annual income. You must use this additional money in a good manner. Don’t let your money sit idle in your bank account or waste in other expenses. If the money is invested in a good way, it can give you good returns and help to secure your future financially. So as a wise investor, you would not [...]

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What is Estate Planning and why it is different from Succession Planning

What is Estate Planning and why it is different from Succession Planning

Whenever Estate Planning discussed the general perception is that it is mainly for riches and I do not have large assets to really plan for. That’s the main reason why individuals do not really plan it. In fact, through numerous cases, we are seeing that even the riches with big estates fail to plan wisely and leave the legal heirs in a long disputable situation. What is Estate Planning? Estate Planning is not a high school puzzle to resolve. Estate Planning [...]

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BIG OR SMALL INVESTMENT, SIP WORKS FOR YOU

BIG OR SMALL INVESTMENT, SIP WORKS FOR YOU

Mutual Fund Investment is the most preferred way to create wealth in India. You can invest big or small through the option of Systematic Investment Plan (SIP) to build a healthy corpus. In the last few years, Mutual Fund industry is witnessing a phenomenal growth of SIP-based investments. It can attribute to the sheer simplicity of investment avenue. SIP provides a systematic way of investment on a regular interval in mutual funds. The most systematic way is to invest on [...]

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HOW TO PICK A RIGHT MUTUAL FUND SCHEME FOR YOU?

HOW TO PICK A RIGHT MUTUAL FUND SCHEME FOR YOU?

In financial planning, Mutual Fund investment play a major role. Before investing in the best Mutual Fund in India, first, you should consider the pros and cons of the available resources. With so much at stake, what should an investor look for in a mutual fund? This handy 10 points guide will help you on how to pick a right Mutual Fund scheme for you. Self-assess: An investment should be planned as per your needs in future. An investor should consider [...]

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Systematic Investment Plan Versus Lump sum Investment

Systematic Investment Plan Versus Lump sum Investment

There are some old and important debates, Systematic Investment Plan Versus Lump sum Investment is one of them. Asset Management Company (AMC) came and ages have passed since new funds were introduced in the market. But the curiosity of investors remains the same. Both of the sides have pros and cons. There are arguments about how one is better than other or not. It’s like a toss, sometimes head wins and sometimes the tail. However, it depends on market [...]

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Five essential things you should know about Disability Coverage

Five essential things you should know about Disability Coverage

Disability insurance protects your income if you are unable to work for an extended period due to an illness, injury or pregnancy. It includes short-term and long-term disability benefits. It can help you to meet your financial obligations and maintain your current lifestyle. Here are five essential things you should know about Disability Coverage: Waiting period: Some plans start paying out within 30 days following an injury or illness, while others have a waiting period of six months. If you were to [...]

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Ten Reasons Why Financial Planning is important

Ten Reasons Why Financial Planning is important

It is financial planning which helps make a balanced plan to meet your financial goals in short and long-term. Here’s why you should have an experienced financial planner by your side and why financial planning is important for now. Manage Income – With proper financial planning, you can manage your income more efficiently. It will help you know how much money is important for savings, tax payments, and other monthly expenses. Cash Flow – Keep track of your expenses and spending habits carefully [...]

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Why to keep all Your Investments together by PTIC INDIA

Why to keep all Your Investments together by PTIC INDIA

The walls, foundation, and roof should be built skillfully to keep your house steady, no matter what. The same should be with your portfolio. Make sure your investments are kept under one roof to make a strong portfolio. PTIC INDIA (Leading Financial Planner in Delhi) will help you to make a strong portfolio and meet all your financial requirements in the area of Wealth Management, Investment, Retirement Planning, Mutual Fund, SIP, Insurance, and Tax. Here’s why to keep all [...]

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