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.

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

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? […]

One of the common problems people face is when an account holder in the family dies without appointing a nominee. Today, when you open a bank account or a demat account or even buy mutual funds, it is mandatory to appoint a nominee. In case you choose not to name a nominee, you must mention the reason why you don’t want to appoint a nominee.

Never give up is the key to being successful. Successful people are those who waded through their difficulties and overcame them to reach where they are today. The only thing that made them rich was that they didn't give up, even when life wanted them to.

Discover key PMS investment risks and effective strategies for reducing them. Learn to safeguard your portfolio with expert risk management tips.

Open any newspaper today and you are likely to be bombarded with bank advertisements encouraging you to invest in their fixed deposits (FDs). Each bank is trying to out-do the other by offering very lucrative interest rates.

Analysing the trends of the Indian market, the report shows that with a median gross salary of RS.291finance is the second most lucrative sector. Employees in this field are highly educated, and for these it reflects in their salaries with an average of ₹300 per hour.

Small finance banks came into existence only recently. The first small finance bank (SFB) of India, Capital Small Finance Bank, started operating in 2016. An SFB is meant to increase financial inclusion in the country. Therefore, at least 25% of the branches of any small finance bank should be located in rural areas where banking services are absent or not prevalent. 75% of the loans given by a small finance bank should be to priority sectors identified by RBI.

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

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.

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.

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.

Systematic Investment Plan (SIP) provides you a disciplined approach to investment and that too at a very nominal amount to start with. All you need to do is quantify the amount for whatever you are planning to buy, based on which you can plan your SIP amount.

The word haircut is not only used in the world of hairs. It is also used in the world of finance. A haircut has two meanings in finance. One meaning is the value by which the asset that you have placed as collateral is reduced when a loan is being given against that asset.