Risk management plan is an integral part of any financial plan. Creating a financial plan without risk management plan is like starting a journey without doing any preparation for the vehicle such as checking the stepney, break oil level and other conditions of the vehicle. Not doing all these can make your journey towards a […]
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Should I Invest Directly in a Mutual Fund or through a Broker/ Distributor?
Listen to this article The mutual fund scheme comes in two options – a Regular Plan (broker/agent) and a Direct Plan (self). You can also invest through thirdparty applications in direct and regular modes. When given options, we are easily confused. In this article, we will clarify all your following questions, Should I invest in […]
Can I invest in stocks directly or invest through Mutual Funds?
Where can I get better returns which can beat inflation? The answer for both the questions is investing in stock market. Once you decide to invest in stock market, you have got two options. The option one is to invest directly in stock market and the option two is to invest through mutual funds. Which […]
How to start Financial Planning?
Listen to this article Take the first step in faith. You don’t have to see the whole staircase, just take the first step. – Martin Luther King, Jr. What is the first step to start financial planning? If you are planning a journey, the first step is to know ‘from where are you starting your […]
Investing in Mutual Fund through Power of Attorney
An investor will prefer to invest in mutual fund through a power of attorney under some special situations. Let us see a few examples of those special situations: When you are a frequent traveler, When you are not well, When you want your investments to be managed by your spouse or a well-wisher, When you […]
What to expect from a Financial Planning Report?
Life is mainly a substance of expectation. Do we really live or are we forever in the expectation of living? It is said that “Expectation is the mother of all frustration”. What you are expecting in a financial planning report and what your financial planner offers in his report should match. If it is not […]
