FREE YouTube Videos for Beginers and Kids: Easy Peasy Finance

  • Fun Videos Covering Basic Concepts of Personal Finance
  • Basic & Complex Topics Explained in Easy-to-Understand Language
  • Earning, Spending, Saving, Investing, Retirement Planning & more!

Click here to Subscribe:

Launch of MF Portfolio Analysis and ULIP Review Services, An E-Book, and Products and Services Store launches MF Portfolio Analysis Service, ULIP evaluation and review Service, an E-Book (Personal Finance for the Young Professional) and the Products and Services Store. Read on for more details.

I am very pleased to announce the launch of three new services, one new e-book and’s Personal Finance Products and Services Store today.

New Services and Products

Here is an overview of the new offerings (you can get more details about any of these and make a purchase by clicking on the service’s name):

Mutual Fund (MF) Portfolio Analysis

Mutual Fund (MF) Portfolio Analysis Service
You need to do an analysis of your MF portfolio periodically, so that you can remove non-performers from your portfolio and replace them with winning MF schemes. This way, you can get more out of your hard earned money!

This service offers analysis of your current Mutual Fund (MF) portfolio.

  • Get accurate buy / hold / sell recommendations for the MF schemes you hold based on their market performance and potential performance
  • Get names of MF schemes you should be investing in (if the recommendation for any of your schemes is “sell”)
  • Get your MF portfolio judged for concentration risk (too much investment in similar schemes)

Get your MF portfolio analyzed by an expert, and get better performance out of your portfolio with minimal effort on your part!

ULIP Evaluation – Review of Your Existing ULIP

ULIP Evaluation - Review of Your Existing ULIP

  • Do you currently have a ULIP, and are wondering whether to continue it or not?
  • Did an insurance agent sell you a ULIP based on some promises, and now you are reconsidering you decision?
  • Are you wondering whether the ULIP you have purchased is good or not?
  • Did you purchase a ULIP in haste, just to save income tax (IT)?

If the answer to any of these questions is a “yes”, this service is meant just for you!

Wouldn’t you like to get an honest and independent evaluation of the ULIPs you have instead of blindly giving your premium cheques year after year?

Here is a service that would analyze the ULIP policy you have, and tell you whether you should continue with it or not. If you have multiple ULIPs, avail of this service for all of them and get a handsome discount!

ULIP Evaluation – Review Before a New ULIP Purchase

ULIP Evaluation - Review Before a New ULIP Purchase
Purchase of a Unit Linked Insurance Plan or Policy (ULIP) usually means shelling out a large premium – not once, but year after year. Also, canceling a ULIP and getting out of it is very costly.

Therefore, it is important to make sure that you are investing in the right policy – a policy that would give you good returns on your investment, and is best suited to your needs. You would not want to pay 1000′s of rupees as premium every year for a not-so-good ULIP, would you?

Wouldn’t you like to get an honest and independent evaluation of the ULIP policy / policies you are considering before you give that cheque?

Here is a service that analyzes the ULIP policy you are considering, and tells you how good it is. If you are considering multiple ULIPs, avail of this service for all of them and get a handsome discount!

E-book: Personal Finance for the Young Professional

E-Book: Personal Finance for the Young Professional
The field of personal finance is vast, and it can take years to get acquainted with its various aspects. So, what should a young professional do? Take years to learn the basics of personal finance before starting to take financial decisions? Wouldn’t that be too late?

Wouldn’t it help if there is a crash-course in personal finance that would give you a head start in the field of personal finance? Of course, it would. And that’s exactly what this e-book is!

Here is an e-book that introduces you to all the critical aspects of personal finance, so that you can start taking smart financial decisions NOW.

The following topics are covered in the book:

  • Basics of Income Tax (IT)
  • Saving Income Tax
  • Life and Health Insurance
  • Purchasing a House Through a Home Loan
  • Importance of Saving and Investing Early
  • Best Investment Strategies for the Long Term
  • Best Investment Avenues

Basically, everything that a young adult would need to get started immediately!

Gift Certificates

Personal Finance and Financial Planning Gift Certificate
You can (and should) of course buy these services for yourself. But you can also purchase a gift certificate for’s Personal Finance Products and Services Store and give it to a loved one so that he or she can achieve a healthy financial future!

The gift certificates are redeemable against any purchase at the store, and are available in denominations of Rs. 50, Rs. 100, Rs. 200 and Rs. 500.’s Personal Finance Products and Services Store

I am also glad to announce that I am launching the “Personal Finance Products and Services Store” along with these services.

You can check it out at: Personal Finance Products and Services Store

Payment in Indian Rupees – With any option you can think of!

Since you are a subscriber to my newsletter and a regular visitor, you would know that so far, the payment for the “My Financial Plan” service was possible either through a credit card (charged in US Dollars for the equivalent Indian Rupee amount), or through online transfer of money into my bank account.

This is changing – now, you can make the payment through:

  • Credit Cards
  • Debit Cards
  • Net Banking
  • Cash Cards (like ITZ Cash)
  • Mobile payment

And you would be making payments in Indian Rupees!

Get a 10% early-bird discount!

To celebrate the new launches, I am happy to offer you a 10% discount on these new services. Simply use the discount coupon code “off10launch” (without the quotes) at the time of checkout.

(Please read “Using Discount Coupon Code” to know the steps involved)

Feel free to distribute this coupon code to your friends and family. But act fast – the discount is available only till 20th January, 2011.

Your Feedback and Suggestions

I would love to hear your feedback and suggestions about the Personal Finance Products and Services Store, the products and the entire process / user experience. Please do let me know through your comments!

Thank you.

Best Regards,

Raag Vamdatt

Related Articles:

  • No Related Articles.

Comments via Facebook

Facebook comments

More in Financial Planning & Investment, Other
10 best personal finance articles from 2010

Here is a list of the ten personal finance articles that have been most popular on The year 2010...