List of Financial Planning Articles

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? […]

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.

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

Free Cash Flow (FCF) is the cash a company generates after covering operational and capital expenses. Discover its types, calculation, and significance in our guide at India Infoline.

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.

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.

Financial literacy is understanding how money works: how you make, manage, invest and expand it.

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.

It is said that a financial plan is the framework on which your financial future is based. Better the financial plan and the more robust the implementation, the better the output and the better the chances of meeting your life goals.

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.

The key benefit of GPA insurance policy is that it provides compensation in the event of death or disability of an insured employee directly due to accident.

Certificate of Deposit or CD is a fixed-income financial instrument governed under the Reserve Bank of India issued in a dematerialized form where the amount at withdrawal is assured from the beginning.

India had numerous acts in place to punish the defaulters like the Indian Contract Act, the Recovery of debts due to Banks and Financial Institution Act 1993, the Securitizations and Reconstruction of Financial Assets and Enforcement of Security Interest Act, 2002, the Sick Industrial Companies (Special Provisions) Act, 1985 (SICA). The Government decided to replace the existing insolvency laws with new stringent laws which would take care of the existing defaulters in a time bound manner.

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