• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar

TheWealthWisher (TW2)

Financial Planners I Online Financial Planner in India I Wealth Manager I Personal Finance Advisors I NRI Investments I NRI Wealth Management I NRI Financial Planning I Online Investments I Direct Plan Mutual Funds

  • Home
  • About
    • The Story Behind TW2
    • Team@TW2
    • Our Process
    • Why WealthWisher Financial Planners & Advisors
    • Point Of View
    • Basics of Financial Planning in India
  • Articles
    • Financial Planning
    • Behavioral Finance
    • Insurance
    • Mutual Funds
    • Tax
    • Value Investing
    • Retirement
    • Banking
    • Product Reviews
    • NRIs
    • NPS Annuity
    • Stocks
    • Real Estate
    • Tips & Tricks
    • Miscellaneous
  • All Services
  • Online Financial Planning
  • Wealth Management Service
    • WMS for NRIs – Manu
  • Financial Tools
    • Financial Heath Check
    • Financial Fact Finder
    • Goal Based Planning
  • SEBI RIA
    • Who Is a RIA
    • SEBI Registered Individual Adviser – SEBI RIA
    • WealthWisher Financial Planners & Advisor’s Credentials
    • Investor Charter for Investment Advisers
    • Compliance Page
  • Downloads & Calculators
    • Monthly Articles EBooks
    • Media
  • FAQs: FP & WMS
  • Avail Services
    • Testimonials
  • Contact
    • Contact Us- WealthWisher Planners & Advisors
    • Schedule a Call/Meeting/VC
    • Ask Us
  • Login For Clients
  • ITR Filing

life insurance reviews

TATA AIA Life iRaksha Supreme Online Term Plan – ‘You click, we cover’

by Radhey Sharma

life insurance reviews

TATA AIA Life Insurance company has launched it’s online term insurance plan called TATA AIA Life iRaksha Supreme. For those who are new to the concept of term insurance being sold online, please be aware that there are other insurance companies life ICICI Prudential, HDFC Life Insurance, Aegon Reliagre among many others who have alreadyRead More

Shriram Life Insurance money back term policy review

by Radhey Sharma

life insurance reviews

Sometime this month Shriram Life Insurance launched a new version of it’s money back term plan. It must be noted that the insurance company already had a money back term policy earlier so the new one was the same policy with a few tweaks and changes. Let us review Shriram Life Insurance money back termRead More

Aviva Young Scholar Advantage Child Plan

by Radhey Sharma

life insurance reviews

Aviva Young Scholar Advantage

Aviva’s Young Scholar Advantage child plan is a Unit Linked Insurance Plan (ULIP). Can it serve the purpose of meeting the financial planning goals of your child ? Or are you buying because Sachin Tendulkar is branding the product ? Whatever might be your situation, it might be worthwhile to read about Aviva’s child planRead More

Does it make sense to buy LIC Jeevan Vriddhi?

by Radhey Sharma

life insurance reviews

lic jeevan vriddhi

LIC has bull dozed it’s way in the month of March with the launch of a life insurance plan named LIC Jeevan Vriddhi. Needless to say, it will sell like hot cakes because of the fact that it is from LIC which still boasts of a massive army of agents. With tax planning on everyone’sRead More

LIC Bima Bachat – No Bachat!

by Radhey Sharma

life insurance reviews

LIC-Bima-Bachat-Policy

LIC Bima Bachat policy from LIC is a single premium money back plan. In case you are unaware of the different types of life insurance policies, I recommend you hop over to read that first. A money back plan is meant to return you an amount of money after every certain number of years. SoRead More

Aegon Religaire Future Protect Plus Plan

by Radhey Sharma

life insurance reviews

Aegon Religaire Future Protect Plus plan is a Unit Linked Insurance Plan (ULIP) from AEGON Religaire Life Insurance Company Limited with the objective of providing financial protection with return on investment. After you decide on the amount of premium you want to pay each year and the amount of insurance to take, you can takeRead More

  • Page 1
  • Page 2
  • »

Primary Sidebar

Recent Posts

  • Income Tax Filing for NRIs in India
  • How NRIs Can Invest in India & Maximize Profit
  • Investing in the Name of a Child? Understand the Regulations
  • 3 Convenient Ways to Invest in NPS
  • Comprehensive Guide for First Time Home Buyers
  • Financial Planning for Merchant Navy Sailors

Categories

  • Banking (76)
  • Behavioral Finance (91)
  • Budgeting (37)
  • Fixed Income (46)
  • Insurance (74)
  • Miscellaneous (78)
  • Mutual Funds (107)
  • NPS Annuity (31)
  • NRIs (83)
  • Product Reviews (51)
  • Real Estate (25)
  • Retirement (40)
  • Slider (36)
  • Tax (86)
  • Tips & Tricks (82)
  • Value Investing (27)

Latest Comments

  • Rajeev on Taxation on NRI Fixed Deposits
  • The Transitionist on Importance of Financial Planning for Women
  • Madhupam Krishna on Dividend or SWP – What Will You Choose?
  • Rajeev on Dividend or SWP – What Will You Choose?
  • Madhupam Krishna on RBI Retail Direct Scheme – Complete Details

Popular Tags

basics of financial planning basics of life insurance equity infographics investing tips investment investment musings investments mutual funds savings
  • Personal Financial Calculators
  • Basics of Financial Planning in India
  • Personal Finance Basics for Beginners
  • Privacy Policy
  • Wealth Management Jaipur
  • Online Mutual Fund Account With KYC
  • Income Tax Returns Filing (ITR Filing)
  • Wealth Management Service NRIs – Manu
  • FAQs on Financial Planning & Wealth Management Services

WealthWisher Financial Advisors (Also referred as The wealthwisher.com or TW2) is an Advice platform, where we help an individual, managing personal finance in easy and smart manner & taking informed decision . The person managing WealthWisher Financial Advisors Mr. Madhupam Krishna is a SEBI registered Advisor. Post advise, one can execute transactions with your banker, stock broker or agent/ financial intermediary. We also offer transaction services through various associations, at a substantially lesser cost to our clients, as compared to other financial intermediaries, so that you start your financial plan with savings. WealthWisher Financial Advisors may earn commission or distributor incentives for providing transaction services or referring customers with third party service providers as per customer’s agreement. Our recommendations rely on historical data. Historical/ past performance is not a guarantee of future returns. The information and views presented here are prepared by WealthWisher Financial Advisors. The information contained herein is based on our analysis and upon sources that we consider reliable. We, however, do not vouch for the accuracy or the completeness thereof. This material is for personal information and we are not responsible for any loss incurred based upon it. This document is solely for the personal information of the recipient. The products discussed or recommended here may not be suitable for all investors. Investors must make their own informed decisions based on their specific objectives and financial position and using such independent advice, as they believe necessary. While acting upon any information or analysis mentioned here, customers may please note that neither WealthWisher Financial Advisors nor any person connected with any third party companies or service providers of WealthWisher Financial Advisors, accepts any liability arising from the use of this information and views mentioned here. Each recipient of this document should make such investigations as they deem necessary to arrive at an independent evaluation of an investment in the securities of the companies referred to in this document (including the merits and risks involved), and should consult their own advisors to determine the merits and risks of such an action. Stocks in the equity portfolios are filtered at various levels. Initially, the stocks are filtered on the basis of the size of the company and the sector of the company. The company's fundamental parameters are tested using various parameters related to inventory days, employee cost, power cost, taxation etc. Finally, the volatility in the price performance as well as the future growth prospect is viewed and accordingly the stocks are classified in various portfolios. While building Mutual funds portfolio, factors like size of the funds, the historical performances (return) of the schemes, expenses ratio ,the sector in which the scheme invests and volatility are considered.
© 2025 Copyright, All Rights Reserved.Design and Developed by Cazablaze

 

Loading Comments...