Financial planning
Financial planning | 3 Jul 20
How high net worth families protect against adversity
‘Back-up planning’ is a growing trend
Indian retail investors to flock to latest technology
Only 8% think having access to an adviser will be more important in three years
Financial planning | 10 Jun 20
Is covid-19 a blessing in disguise for insurers and advisers?
Pandemic has created a compelling need for, and change in mindset towards, savings and protection plans
Drop in business forces advice market to change track
Firms shift sales strategies online and go from face-to-face to screen-to-screen
NRI status to remain intact for those stuck in India
An extended stay in the country will not count against a person’s non-resident status