We began talking about personal finance as we walked along the river. This elderly gentleman was visiting us for a few days. He had a bank relationship manager who helped him with his investments. She had moved to a new bank and wanted him to shift as well. He was not a regular reader of this column and had chanced upon a few articles forwarded through his network. He was enamoured by the idea of keeping things simple.
India's wealthy opt for term insurance policies worth Rs 5-20 crore: Report
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