List of Financial Planning Articles

Discover innovative wealth management strategies tailored for Millennials and Gen Z. Explore new approaches to financial planning, investment, and savings designed to meet the unique needs of younger generations.

Exlplore the best investment options to secure a stable monthly income. Learn about reliable choices to help you build consistent returns and financial stability.

Explore how generative AI is transforming personalized wealth management by providing tailored financial strategies, optimizing portfolio management, and enhancing client experiences. Learn about the future of AI in finance and its impact on investment decisions.

Getting GST registration done is an imperative step for any business that looks forward to working with trust and transparency. The government will ask for certain documents during registration to validate your identity and substantiate that your business is legitimate and tax-paying. These records expedite registration and will provide proof of your status to the government. But what are the documents required for GST registration? […]

Learn why cash flow management is crucial for entrepreneurs. Discover strategies to maintain liquidity, optimize financial planning, and ensure business growth and sustainability.

Getting GST registration done is an imperative step for any business that looks forward to working with trust and transparency. The government will ask for certain documents during registration to validate your identity and substantiate that your business is legitimate and tax-paying. These records expedite registration and will provide proof of your status to the government. But what are the documents required for GST registration? […]

Learn why cash flow management is crucial for entrepreneurs. Discover strategies to maintain liquidity, optimize financial planning, and ensure business growth and sustainability.

It is collected fractionally, via a system of deductions whereby taxable persons can deduct from their VAT liability the amount of tax they have paid to other taxable persons on purchases for their business activities. This mechanism ensures that the tax is neutral regardless of how many transactions are involved.

One of the basic steps is that before depositing the cheque, inform the issuer and ask them to ensure the account is funded. You can also back this up with an email for your records. What is the recourse, if a cheque received by me bounces? This is a common problem that most of us have faced at some point of time. We issue post […]

Explore the essentials of Infrastructure Investment Trusts (InvITs) and how they operate. Learn about their advantages and how they can enhance your investment strategy.

Cancer is an unfortunate disease which could surround anybody without a knock at the door. Cancer not only deteriorates the physical health, but also impacts the financial health of the patient as getting it treated is an expensive proposition.

A 401(K) plan is popularly known as an employer-sponsored retirement plan to which certain eligible employees based on pre-set criteria can make tax-deferred contributions from their salary or wages.

Future-proof your legacy with smart succession planning. Learn how strategic estate and business transition planning can secure your wealth for generations to come.

Profit vs Loss Ratio is one of the most important tools in strategic investing and is used by mostly every experienced investor. It allows an investor to limit his/her losses and increase the profits.

There are two scenarios here. If the transaction has happened due to the lack of due diligence or fraud by some employee of the bank, your liability is zero. One way to prove such charges is to ensure that all online credit card transactions are only approved based on the OTP received on the mobile.