Engage Mutual Funds Limited

Engage is an established financial services company in the financial services industry with over twenty six years of experience. In 2005, Engage Mutual Assurance was launched as a trading subsidiary of Homeowners Friendly Society Limited. They are the leading provider of tax-free savings plans, children’s trust funds and over fifty years of life insurance in … Read more

Managing a Retirement Income Portfolio: Planning

The reason people accept the risks of investing in the first place is because of the possibility of getting a higher “realized” rate of return than they would get in a risk-free environment… ie, an FDIC insured bank account that earns compound interest. Over the past ten years, such risk-free savings have been unable to … Read more

Benefits of REIT

Real Estate Investment Trust (REIT) is an investment vehicle that offers real estate holdings. It resembles mutual fund investing with a diversified investment array; In addition, it has some tax benefits. In asset management, REITs can provide diversification for a portfolio. Because of the unique nature of REITs, a fund that invests in real estate … Read more

5 Alternative Investment Approaches

What are alternative investments? An alternative investment is a class of investment that does not come under any government regulator like RBI, SEBI, IRDA and PFRDA. It refers to a privately pooled investment fund – a trust or a company. Here are some alternative investment approaches that may influence your investment decisions – #1 Focus … Read more

Central Fund of Canada – an alternative investment vehicle for precious metals

Gold has been considered the “ultimate store of value” for centuries. In a world where the governments of developed countries, as well as their central bankers, have become increasingly adept at guiding their economies through sometimes the most turbulent economic and financial storms, the “last defense” against financial disaster The role of gold in form … Read more

How to understand Royal Bank Direct Investment

When you choose Royal Bank Direct Investing, you can access many different investment options from one central bank account. This type of facility can help you streamline your financial planning. In fact, this type of investment offers a wide variety of American and Canadian stock options, as well as mutual fund options from over 100 … Read more

For asset protection and tax-free investing…

Life insurance is an underutilized, but potentially versatile and highly efficient investment vehicle. It is useful not only for wealthy families. Only an individual or family with a net worth of $1 million or less is financially able to finance an offshore, irrevocable life insurance trust (ILIT) that provides a variable high-yield life insurance benefit, … Read more