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We just celebrated our Independence Day, which prompted me to enlist every investors financial rights… Right to know commission paid You have the right to know how much your fund distributor or insurance agent earns from the financial products sold to you. A mutual fund distributor commission, paid by the fund company, is disclosed in your account statement. For insurance products, the agent commission depends on the premium. Your insurance agent has to furnish this information before selling you a policy. Ulip commissions are displayed in the benefit illustration accompanying the proposal form. Get in touch with  Sebi for  mutual […]

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Protect your Important Documents by Digitising them…. While shares have been held in dematerialised form for many years now, bonds, NCDs, mutual fund units and Sovereign Gold Bonds have option to hold in demat mode in the last couple of years. The benefits of holding your financial assets in electronic, dematerialised form are many. Firstly, they are safer that way and you need not worry about theft, forgery, loss or misuse. Secondly, owning assets in electronic form also makes them portable and non-location specific. Natural Calamities like Floods/Earthquake may damage the property documents stored in your bank locker/steel cupboard. While […]

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PlanetWealth Financial Advisors
Phone: +919328190022
First Floor, Modh Mahodaya Bhavan, Opp Chandreshwer Mahadev Temple, Nr. Meghani Circle
Bhavnagar, Gujarat 364001