Browse posts tag by Financial Planning

Company health insurance or Separate health insurance?

Company health insurance or Separate health insurance?


August 28, 2018
“At CAGRfunds, we do a weekly session of knowledge sharing within the team. Last week, we had a rather long discussion on whether a separate health cover is required if the employee is covered by his or her company health insurance (Mediclaim) policy. So we started digging into the various critical reasons as to why […]
Who will be paying for your old age?

Who will be paying for your old age?


June 14, 2018
Shrivastava uncle is 72 and his wife, Manjula aunty is 68. They are my next door neighbours. Extremely sweet and affectionate, they love to talk. They have three kids – all married and employed. Uncle himself was a tax consultant till a few years back. As he grew older, his ability to work 8 hours […]
Track Your Mutual Fund Investments Real Time

Track Your Mutual Fund Investments Real Time


March 15, 2018
Till some time ago, every family had a relationship manager who would periodically come and meet our parents and discuss his mutual fund investments with him. And that was the only time our parents could get to know how their funds were doing. This is similar to those times when the only way to send […]
Our Investment Experts Cater To The Minutest Of Queries

Our Investment Experts Cater To The Minutest Of Queries


March 1, 2018
This post is quite close to our hearts. Because in many ways, it defines who we are. Let us talk about two recent examples. Example 1 The other day, we met a 35-year-old salaried individual who had not started investing yet. He knew it was high time he should start deploying his surplus money to […]
How CAGRfunds Makes Investing Simple For You

How CAGRfunds Makes Investing Simple For You


February 20, 2018
How CAGRfunds decodes the complexity of financial planning for you? When we first started this business, we went out to talk to our friends about what they thought about investing and financial planning. May we say, we were surprised with the kind of responses we got? While some of them knew bits and pieces of […]
Mutual funds investing with CAGR has been a delight

Mutual funds investing with CAGR has been a delight


January 11, 2018
A few years back I met my cousin and we were discussing how I should be deploying my recently started salary inflow. That was the first time I came across the term “Mutual funds”. I was never a finance person and never intended to be one. My uncle told me that I could do anything […]
How are CAGR’s lawyer clients successfully managing to stay on top of their finances?

How are CAGR’s lawyer clients successfully managing to stay on top of their finances?


December 17, 2017
Lawyers are known to have extremely busy lives. With multiple cases lined up across various locations, most of their time is spent either travelling or reading tons and tons of case laws. This leaves them with very little or no time to manage their wealth. As a result, a large sum of money is almost […]
The CAGR team has ensured that my money is always invested in the best funds

The CAGR team has ensured that my money is always invested in the best funds


December 16, 2017
I have been earning, since I was quite young. Since, I was living at home at that time, I started investing in mutual funds. My mother then told me the basic mechanics of it, which I understood. But I never had the bandwidth to get into the real details. At that time the mutual fund […]
How To Plan Finances After Marriage (And Still Love Each Other)

How To Plan Finances After Marriage (And Still Love Each Other)


October 26, 2017
Marriage is a game changer on many levels. New dreams, new goals and new relatives – all shiny and with a bucket load of expectations. Amidst this, you and your spouse will continue to build a new life together, the one filled with love and tenderness. While for some enlightened couples, managing their combined finances […]
Are you taking the right investing decisions?

Are you taking the right investing decisions?


July 2, 2017
Much like the overconfident hare in the fable of “The Tortoise and the Hare”, people can well fall prey to the exaggerated notions of their own infallibility. Are you then, the tortoise or the hare, when it comes to handling your money or investing? What if we were to tell you that overconfidence bias can […]