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Categories Financial Planning

4 Financial Planning tips for 4 realistic life situations

In our lives we come across different sets of “dos-and-don’ts” for different situations. A closer examination of such rules reveals that these simple lists are actually a storehouse of wisdom. In the world of finance too, there are certain such set of rules, which can do a lot of good for us. Here is a … Continue reading 4 Financial Planning tips for 4 realistic life situations

Categories Financial Plan

A Complete Checklist for your first meeting with the Financial Planner

Preparing to meet: Not revealing everything about your past life may or may not affect your married life or job prospect. However, being secretive and shy about your physical and financial health while consulting a doctor or a financial planner, will affect your daily life for sure. Visiting a financial planner, for the first time, … Continue reading A Complete Checklist for your first meeting with the Financial Planner

Categories Financial Plan

5 tips to Hit the Right Track to your Financial Goals: Coasting to Cruising

“A dream is just a dream. A goal is a dream with a plan and a deadline”, says Harvey Mackay. This quote is inspiring and is very appropriate for all of us who have financial goals to achieve in our lifetimes. Mere sailing along or coasting does not help us to reach our destination. Purpose, … Continue reading 5 tips to Hit the Right Track to your Financial Goals: Coasting to Cruising

Categories Financial Planning

Are you aware of these 4 improbable claims often made to investors

Buyer Beware “The buyer needs a hundred eyes, the seller but one”. This proverb cannot be over emphasized as a buyer needs to be on his guard whenever he or she choses to make a purchase of goods or services. Investors to be Aware Financial Planners are here to provide professional assistance to investors, whereby … Continue reading Are you aware of these 4 improbable claims often made to investors

Categories Mutual Funds

Which approach is better in managing Mutual Funds? Top Down Vs Bottom Up

Introduction: Mutual Fund managers are like gardeners who use different techniques to ensure that the money entrusted to them by the investors, grow and blossom well. Investors may not know what such techniques are, but may be keen to get an overview of the methods applied to manage Mutual Fundss. Let us take a look … Continue reading Which approach is better in managing Mutual Funds? Top Down Vs Bottom Up