Prateek Mehta

insurance cum retirement

Should employees seek ESOPs in lieu of a higher salary?

ESOPs benefit employees when a company executes a buyback or launches an Initial Public Offering (IPO). This makes ESOPs a great tool for you to build wealth.

DIY investor

Top 4 considerations on company equity plans for employees

Here’s what you, as a potential employee, need to keep in mind when choosing between equity plans for employees.

risk adjusted returns

What do employees need to know before opting for ESOP, RSUs, or ESPP?

Confused between ESOP, RSU, or ESPP? Learn the difference and decide what works for you and your wealth, effectively.

lapsed insurance policy

‘Are we sufficiently insured?’ The one conversation you must have with your spouse in your 40s

Having a conversation on insurance is a must do activity for every couple. This can save you a lot of grief down the line.

insurance claim

Making term insurance policy claims smooth for your family in your absence

Create an email that includes all that your family needs to know to make an insurance claim and make this otherwise stressful task simpler

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ppf closed nris now withdraw

PPF closed for NRIs: What to do now & how to withdraw?

Public Provident Fund (PPF) accounts held by Non-Resident Indians (NRI) stand closed according to a recent notification by the Government of India. The closure will come with effect from the day their status changes to Non-Resident. A similar amendment has...

No-Image

NRIs should buy term insurance cover in the country of residence

This article was first published on livemint. As an NRI, should I invest in assured long-term saving plans with life cover or mutual funds? Let me come to one of the basic tenets of personal finance—you should not mix investment and...

investment

Investment Planning at 30

When you turn 30, priorities change. You may have a family to look after and your current salary might not exactly pay the bills for your ideas of a comfortable future. Let’s avoid any untoward situation with Upwardly. How? We...