Monday, 23 December 2019

8 POINTS TO NOTE IN FINANCIAL PLANNING

                                 Image result for image of financial planning



Ahead of the New Year, many were getting ready with their year planner. The following list will help you in your financial planning,


·         Check for any annual premium to be paid for vehicle, personal or property insurance
·         Make note of the annual maintenance to be paid to your apartment association.
·          Include about the 15 G form to be submitted in the banks.
·         If any insurance policies get completed this year, make sure to submit the document and collect the maturity amount.
·         Check for any Tax saver FD’s maturity and claim the amount by submitting the FD receipt.
·         Don’t forget to deposit the minimum amount annually in PPF a/c if any.
·         Fee to be paid for your children’s coaching classes  or art classes apart from school fee
·         Include the amount required for any family function or event in the near future

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