Author: indiafreenotes

An estate plan is an arrangement for the use, conservation and transfer of one’s wealth. The process involves the creation…

Return on Investment or ROI shows you the return from your investments. It helps you to choose the best investment…

Net worth is the value of the assets a person or corporation owns, minus the liabilities they owe. It is…

Assets are defined as resources owned by the company from which future economic benefits are expected to be generated. Total…

Goals-based planning is the process of helping clients prioritize their financial goals and determine the optimal plan to fund them.…

Investment risk is defined as the probability or uncertainty of losses rather than expected profit from investment due to a…

Risk profiling is important for determining a proper investment and asset allocation for a portfolio. Every single person has a…

Rights of Insured Once you fill the proposal form, you should hear from your insurer within 15 days about the…

India is grappling with several health problems. It has turned into the diabetes capital of the world. Around one million…

Human Life Value (HLV) is a number that tells the present value of future income expenses, liabilities and investments. The…