Category Archives: Finance Guide

Marketing Tips for Advertising Your Insurance Agency Which mediums are best for you? Marketing your insurance agency can be a complicated and costly process that requires a lot of coordination. You will see more companies looking for ways to improve their brand in today’s competitive market. You’ve heard the saying “You have to spend money in order to […]

KYC (Know Your Customer) is a tool that helps to avoid money laundering problems. Any financial institution can use this information to identify customers and monitor any illegal activities. Let’s take a closer look at KYC. KYC is required for those who invest for the first time in mutual funds. They must meet all requirements of KYC […]

Learn how to trade with binary options Binary Options offers a clear way to speculate on investment markets and money. This simplicity in trading is what has attracted so many traders to the money market. This has made trading terminology one of the most important. This method can be used by anyone, even if they are not experts […]

You can add vehicle wraps to your van if it plays an important part in running your business. This is a great way to get your message out. Digital printing can give your business an advantage over other businesses. Vinyl wrap is a relatively new marketing tool that provides a lot of information about the trade unit. But, these […]

1. Know Your Client (KYC). Any capitalist must conduct KYC before they deal in Stocks, Mutual Funds or Portfolio Management Services. This can be done once, through SEBI registered treatment (Mutual Fund advisors and brokers etc). Except for small SIP investors (investing less than Rs.), fund transactions require the furnishing of a PAN. In a single FY, mutual […]

Keep your losses down! MAKE YOUR PREMISES SAFE FOR YOUR CLIENTS: The most common Commercial Liability claim is the basic “Slip & Fall”. These are more common in restaurants than any other business. However, this can also happen in your business if clients visit your business. MAKE YOUR WORKPLACE SAFE: The cost of worker’s compensation […]

Progressive Insurance holds the third-largest auto insurance market share in the U.S. with 13.3%. Progressive offers more than 30 products for personal and business insurance and has more than 18,000,000 customers in all 50 states and Washington, D.C. Progressive is well-known for its innovative online resources, programs and tools. With 16.19% of the market, State Farm Insurance has become the largest […]

What is the working principle of mutual funds? The funds are managed by professionals who ultimately purchase and sell securities to get good returns. This is done based on the objectives of the different funds. Investing in any fund means that all investors share the gains and losses. This spreads risk, especially in the case of poor investments. If […]

Mutual funds offer a great way to increase your wealth, compared to other types of investments. You should remember that mutual funds can help you reach your financial goals. It can also be chosen based on your risk tolerance and time frame. This process is easy to manage, but it requires you to take certain steps. Let’s now […]

Let’s face facts. Whether you love them or not, internet-based insurance leads will be around for the long haul. As I mentioned in previous articles, almost a third of all insurance shoppers go online to compare quotes. This trend is only growing. It is impossible to resist it. We only have two options. Either we can shut our eyes and […]