New Year Tips for Creation & Protection of Wealth

New Year Tips for Creation & Protection of Wealth :

1. If you don’t have Term Insurance in your portfolio , chances are there you are under insured .

2. Have a contingency fund which is equal to three months of your income .

3. If your health Insurance is with any of PSU , you should be aware that there is a cap of 1% of SI  on your room rent .

4. If you have only a base plan of your health insurance review it whether this is enough ? Top up insurance are the cheaper option .

5. Check if your portfolio consists only of debt products like LIC , PPF etc. Your life journey will be slow & it will not enough after retirement .

6. If you do not have equity or equity MF start in now by investing Rs1000 pm also .

7. Protect your from any perils by insuring yourself , your family members ,your car, your home & any other possession you might have as it can destruct your wealth.

8. Plan for your retirement & check whether the money you have accumulated will be enough to care you & your spouse for another 25 years ?


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Bhushan Sheth
Bhushan Sheth
He started his career as a Banker with Bank of Maharashtra for 12 years. By the year 1994, He had the entrepreneurial urge and the desire to serve individuals not only as a Banker but as a Financial Advisor. He became an entrepreneur for distribution of entire range of financial products. The business growth was immense and simply unstoppable. During his new career he achieved the glorious milestones of becoming MDRT with LIC of India, COT of LIC of India, and MDRT with Birla Sun life Insurance co, and won impeccable reputation of being a financial advisor with Ethics, Efficiency and Excellence. By the year 2005 he felt a need to grow more professionally and serve the ever growing clients on wider scale in more organized manner. So a he created brand new organization ORBIT Financial Services. He moved to a higher ORBIT! Orbit is independent financial advisory company with client base of over 3000 investors. At Orbit, Our objective is to give complete financial planning solution. Financial planning is must in these times of volatile markets, nuclear families, increasing cost of living, educational and medical expenses, uncertain retirement benefits, low returns on deposits and greater life expectancy levels. At Orbit we understand your needs, analyze your risk appetite and plan your investments to meet the financial goals you hope to achieve moving forward.
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