List of Financial Planning Articles

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.

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

People tend to carry all their credit and debit cards in their wallet. It may be a tad risky, but it is so much more convenient. Sounds good; till you actually end up losing your wallet! Nowadays, people don’t carry too much of cash as access to cash is much easier and most payments are done digitally. The real risk in losing your wallet is losing your debit cards and credit cards as they have monetary value embedded in them.

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.

Learn about private market investments and explore the unique opportunities they offer to investors. Discover how to navigate this growing sector and maximize returns through private equity, venture capital, and more.

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.

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

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.

Shareholders receive dividends — a portion of the current company profits — by investing in the shares of a company. This can be done in many different ways, including receiving additional stock or cash payments.

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.

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.

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

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.

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.

There are different types of inflations like Creeping Inflation,Galloping Inflation, Hyperinflation, Stagflation, Deflation.