List of Financial Planning Articles

Everyone wishes for a financially secure and comfortable future. Whether it is buying a house, taking vacations, engaging in higher education, marriage or even post-retirement comfort, is all a consequence of financial prudence.

A cheque deposited in a bank can be rejected for reasons ranging from an incorrect date to a spelling error. Then there are the numerous cheques that are lost in transit you put it in the drop box, but it never turns up for processing at the bank branch.

The Economic Survey suggests that higher retirement age is essential for the sustainability of the current pension system. Add to that, 7 in every 10 working individuals in the country expect financial support from their children post their retirement.

Ever since COVID 19 Pandemic hit us, it changed our lifestyles, our thought process our outlook, approach and the whole scenario, drastically across the globe. None of us had ever imagined the times that we are living in.

An insurance policy is a legal document issued by the insurance company and outlines the terms and conditions of the insurance contract. If it is misplaced, lost or damaged, wholly or partially, an application has to be filed for the issuance of a duplicate policy document by following the prescribed procedure, which may vary across insurers.

Life is an endless chain of actions that you undertake daily. Yet, one thing is certain, most of these actions are directed towards your goal of achieving financial freedom

A lack of basic financial education leaves many young adults mystified about money management. When you begin earning, you may realise that as a young adult, you have more disposable income that you can invest, than you’d have later in life.

Any Indian person or entity that supplies goods or services anywhere in the country with an annual aggregate turnover over Rs40 lakhs is required to obtain GST registration. In states like Manipur, Assam and Nagaland, the aggregate turnover limit is Rs 10 lakhs. Other than the aggregate turnover criteria, an individual or entity may also be required to obtain GST registration if they undertake interstate […]

having payments banks is to increase financial inclusion in remote parts of the country, where there are no physical bank branches. Most payments banks predominantly operate digitally. Customers mainly use them through their mobile apps. Payments banks have very limited number of physical branches.

If you have understood what is a financial plan, that is just part of the job. The real job is to get down to the brass tacks.