Category: Financial Planning

“All that glitters is not gold”. This cardinal truth applies to financial advisors too. Most financial planners/ advisors you meet will seem promising to help you • Take Right Investment Decisions • Save Tax money • Become Financially Secure • Become Financially Free Some people make a lot of pompous claims just to create hype. … Continue reading The Definite Ways to Find Trustworthy Financial Planners

If you are not sure whether you need professional service from a Certified Financial Planner or not, please read the article – Are Financial Planners worth your money? People spend a lot of time in buying a mobile phone. Buying a great phone is important. There are many features to look for in a mobile … Continue reading What to expect in your first meeting with a Financial Planner

Are you wondering, how much do financial planners charge as fees? The financial planning is not a product, and therefore standardisation is not possible. How much financial planners charge is based on your needs and the Financial Planner’s package i.e. service and process (selective or comprehensive) involved in financial planning. How much does a financial … Continue reading Are you overpaying your Financial Planner? Discover how much fees Indian Financial Planners charge

Are you concerned about the constant rise in the living cost and its risks? Are you concerned about the investment market volatility and the potential risk it brings to your portfolio? Are you concerned about saving enough money for a comfortable retired life? If you are one of those curious minds in search for • … Continue reading Revealed: Are Financial Planners worth the cost?

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

  Who will bell my cat?   Perplexed? Can’t make up your mind? Yes, sometimes having plenty of choices can be unnerving. For helping out with financial and investment planning, you are now spoilt for choice. There are a number of specialists who are ready and willing to help, albeit a commission or fees. However, … Continue reading Too many Investment Advisors Whom to Choose?

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

India, unlike many developed countries of the west, is more savings friendly. By being savings friendly we yearn to save more out of our disposable income, irrespective of the level of our earnings. Warren Buffet advocates that one should focus on savings first and then whatever is left should be spent. Having said that Indians … Continue reading How to be Savings Friendly in today’s world?

Do you ever wonder how women from any strata of society, are able to accomplish this well? How is a common housewife able to manage her household in whatsoever budget, she is given? On a small-scale, women have always well proved their potential to be better money managers. Let us illustrate a scenario as an … Continue reading 3 Reasons why is Personal Financial Planning essential for women

The capital markets may sometimes appear like a complex math problem, entangled and difficult to understand. In such situations, making important financial decisions on investments and returns doesn’t come as a straight forward task for a domestic money manager. This is a major reason why corporates are now looking forward to hiring an outside money … Continue reading 5 realistic reasons to hire a financial /investment advisor?