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| www.i-secureconsulting.in |
www.i-secureconsulting.in : Financial Planner
"We are moving towards becoming "A SEBI REGISTERED INVESTMENT ADVISOR ( RIA )" under the new SEBI Investment Advisor Regulation 2013, which will be effective from 21st April, 2013, and we have to register with SEBI within 6 months from effective date."
Manish Desai
Financial Planner* &
Founder of i-Secure Consulting
*Also AMFI & IRDA license holder, Stock market consultant - Fundamental & Techical, Pursuing CPFA (Certified Personal Financial Advisor) & CFP (Certified Financial Planner)
Selective Financial post ...
- Buying financial product from Insurance agent, Mutual fund distributor, Stock broker etc : OLD IDEA - buying financial product from sellers, NEW IDEA - Buying financial product from sellers only, but under the worked out Financial plan
- Insurance planning : Insured your car, house & factory; what about the wealth machine inside you?
- Retirement planning : Why plan for retirement ?
- Know Your Customer (KYC) norms of banks will be sufficient to buy insurance policies: FinMin
- LIC chosen as default NPS annuity service provider
- Index-linked products, ULIPs to be considered same: IRDA
- Irda tweaks investment norms for insurance companies
Selective photos from our Facebook pages, like page/s to get an updates.
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| www.i-secureconsulting.in | www.facebook.com/manishdesai.fp |
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