List of Financial Planning Articles

Understand the difference between trading and investing. Explore strategies, risks, and timelines to help you decide which fits your financial goals best.

The day of the annual budget speech is an important day for all Indians. The budget speech gives people an idea of their tax liabilities for the year. The budget speech also affects the prices of property, vehicles, electronic goods - therefore having an impact on people’s purchasing decisions.

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.

Explore the role of angel investors in helping startups succeed. Learn how they support new businesses, offer guidance, and drive growth for entrepreneurial success.

Financial Planning is an essential portion of both personal and organisational financial management. Additionally, having a plan in place is the first function of management.

A rental / lease agreement is a legal document stating that owner and the tenant agree to follow the rental rules and the deal. Typically, a rent agreement is prepared by the real estate agent hired by the landlord and the tenant. To validate the agreement, both the landlord and the tenant ought to sign the agreement in the presence of two people who are non-beneficiaries of the property and will sign on the agreement as witnesses. In most cases the real estate agent doubles as one of the witnesses.

Are equity investments really tax-efficient? That is a question that many investors have. To begin with, equity investment is not your typical Section 80C investment that gives you a tax exemption. But there are quite a few benefits that you can avail from investing in equities. Let us look at some of them.

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.

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.

Per capita, income is an important economic indicator used to measure the average income earned per person in a country or region over a specific period. It provides insight into a population’s standard of living and economic well-being. This article will explain what per capita income is, the formula for calculating it, why it is significant, and the limitations of this measurement. What is Per […]

As a retail banking customer, you should be aware of these terminologies that can benefit you in educating yourself about banking and finances.We have compiled a list of 10 basic terminologies that anyone associated with Indian banking should be aware of. So, let us get started and understand the meaning of each of these:

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

In the midst of our busy schedules, we often forget to make timely payment of insurance premiums. Remember, insurance is a risk cover which is disproportionately larger than the premium paid. Hence, it is essential to pay premiums on time to keep the policy in force. If your policy has lapsed due to non-payment of premiums, then your death claims or health claims, as the […]

While buying daily hospitalisation cash plan, you need to keep an eye on sub-limits, particularly the ones specifying the maximum number of days spent for hospitalisation in a year

Memorandum of Association is a legal document explaining why an organization was created. Learn about the its meaning, its clauses, and more here.