Mr. Gerard Colaco: No insurance in the world is more wrongly sold than life insurance. We will discuss about whether you require it or not, later. First, let us have some ideas on insurance which are based upon the advice of some of the world’s best writers on financial planning, insurance and investment.
Query: Your feedback on SEBI’s Concept Paper on Regulation on Investment Advisors?
Mr. Gerard Colaco: My preliminary views are as follows. It was only a matter of time before investment advisers had to be regulated in India. There has been too much wrong advising and mis-selling. But what SEBI has not realised is that the main damage to investors is done by stock brokers and insurance agents, both of whom will escape the regulation on investment advisers.
Investor’s Query: I am contributing every month funds towards Employee Provident Fund (EPF) with my company. Can I account my monthly contribution towards EPF towards my Retirement Corpus?
Query: Please find enclosed my article for the xyz souvenir. Please feel free to comment.
Investor’s Query: It seems a long time ago that I bought shares of Corporation Bank during their IPO. Not that I am complaining, but I wonder as to how people survive in India .I had a SB Account with the xxx branch. The then manager sent me some forms requesting I buy some shares. I made a very modest investment. Since then every year dividends are credited to my account. But the performance of the shares is somewhat disconcerting. Let me explain:
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