17/01/2019
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Risk & Investment Planning Risk & Investment advisor.
17/01/2019
22/08/2017
SIP - SMART INVESTMENT PRODUCT
16/02/2017
SIP is effortless Tool for creating wealth over a period of time.
09/02/2017
Save tax and create wealth..
Best way...
For more Details Contact
Dharmesh Shah
9820139179
03/12/2016
Few Night Driving Tips..
Avoid Drink and Drive (During Day or Night)...All claim will get rejected in Drink & Drive case.. (Life Insurance / Medicliam / Personnel Accident / Motor Insurance / Third Party Liability)
03/12/2016
This time few Car Insurance tips...
Nobody wants to get involved in a car accident...Many of us sometimes find ourselves in a similar situation when we get involved in an road accident...
27/06/2016
Message Written on a board in a church:-
“GOD NEVER FAILS”
A Stock Broker wrote below it:-
“Let Him Trade in Stock Market”
And God Replies on this:-
“I Only Do SIPs….”
13/05/2016
WHAT IS FINANCIAL FITNESS :-
The Financial Fitness is, Offense (making money), Defense (budgeting and discipline), and Playing Field (rules and philosophy of money) of personal finance. With a basic understanding of these three areas, which are rarely understood together as a whole, anyone can become prosper, conserve, become wealthy & financial independence.
Questions that Determine your Financial Fitness:
1) Do you pay yourself first? Means save before spend
2) Do you save at least 50% of your income?
3) Have you set aside a separate emergency fund to cover at least 6-months worth of expenses?
4) Do you know the exact amount of your debts, as well as the interest rates?
5) Do you accelerate the payments of your credit cards?
6) Do you have financial goals?
7) Do you have a record keeping system?
8) Do you live within a budget?
9) Do you know your net worth?
10) Do you put your eggs in different baskets?
11) Do you have any investments in Equity based products?
12) Do you know about asset allocation?
To know more pls contact Dharmesh Shah 9820139179
Wish you all have a Healthy and Wealthy FY 2016-17
Welcome to new financial year 2016-17
Few thumb rules help in financial decisions..
1) Minimum Equity Allocation = 100 - Age
2) Retirement Fund = Minimum 20 times your yearly income
3) Investment = Minimum 30% of your income
4) Cost of your house = Not be more than 10 times of your family income.
5) EMI = Not more than 35% of your gross monthly income.
6) Investment Asset Class = should beat inflation.
7) Life Insurance = Minimum 10 times of your yearly income.
8) Emergency Fund = Minimum 6 months expenses
9) Mediclaim = Minimum of 5 lakhs.
10) Accident & Disability Insurance : Minimum 20 times of your yearly income.
Wish You Happy Investing
16/03/2016
Cricket Fever is on... ICC world T20 then IPL..
We all know the importance of Slog overs in Cricket..
We all have entered into slog overs of Financial and Tax Planning..
call on 9820139189 Dharmesh, To know various options to save Tax ...with investing Money or without investing money.
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Office No 4, Hi Life Mall, P M Road, Near Santacruz Station West
Mumbai
400054
Opening Hours
| Monday | 8am - 11pm |
| Tuesday | 8am - 11pm |
| Wednesday | 8am - 11pm |
| Thursday | 8am - 11pm |
| Friday | 8am - 11pm |
| Saturday | 8am - 11pm |
| Sunday | 8am - 11pm |