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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