Listen to this article Finances can be sometimes tough to take it all alone. Seeking financial advice from your planner can benefit you no matter you are young or old, single or married, have high or low income. A good financial advice can not only aid people with saving money, but also protecting their loved […]
Financial Plan
STOP taking wrong financial & investment decisions; START taking the right financial & investment decisions
Listen to this article Why do we take wrong financial and investment decisions? Instead of following a proven practical process to take right financial and investment decisions, we just take decisions impulsively or as a reaction to the circumstance. “I invested in Highest NAV guaranteed ULIP ploicy, because I’ll not suffer if the market crashes.” […]
Why your personal finance is out of your control and how to bring it under your control
Why your personal finance is out of your control and how to bring it under your control? “I was a safe investor. So I invested everything in fixed deposits . My returns are not even beating inflation. So to beat inflation, I invested in stock market. But now the markets are crashing…” “I kept a […]
6 simple steps to get your Financial Plan and Financial life on Track
Financial planning is a process of understanding your income and expenditures, and planning accordingly for your future – both short term and long term life goals. Most often when you go shopping, you look at how much money you can spend and then accordingly prepare two lists. The first list includes stuff you NEED and […]
How to choose the Best Portfolio Management Scheme?
There are so many Portfolio Management Schemes in the industry. So it is really very difficult to choose a good or best PMS (Portfolio Management Scheme) provider in India. Here are some factors to be considered before choosing the best PMS (Portfolio Management Scheme). 1) The yardstick for Performance One should not just go by […]
A Step By Step Guide To First Financial Plan
Prabu was a college student till yesterday. Today he has got a job. He has changed his costume from T-shirt and jeans to a formal wear with a tie. When he got his first pay cheque, his father advised him to save, his girl friend asked him to take her out on a date, and […]
