While filling up a Mutual fund form you are filling up an OFFER DOCUMENT – the mutual fund is making you an offer and you are filling up the form and giving a cheque. If your cheque goes through, the CONTRACT IS COMPLETED. In case of  INSURANCE, you are filling up a PROPOSAL FORM – […]

Read More →

The key to quality insurance is in choosing a good quality Agent.  The word agent comes from the Indian Contract Act, 1872 and it is the Christian name for the guy who brings insurance / mutual fund product to your door step. Nowadays they have various names like Consultant, advisor, and the like, but I […]

Read More →