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.

A financial plan is a statement of your life goals with a clear financial implication and a plan to achieve them. The problem with wealth creation is that unless you know where you want to reach, it does not matter how fast you run. Set targets for your retirement, your children's education, your equity portfolio, etc.

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.

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:

Certificate of Deposit or CD is a fixed-income financial instrument governed under the Reserve Bank and India (RBI) issued in a dematerialized form.

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

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

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.

In financial parlance we often tend to confuse with terminologies. We often get confused in financial planning vs wealth management. But there a substantial difference between them. At a broad level, one can say that financial planning is the all-encompassing umbrella while wealth management is one such specialized focused practice targeted at high net worth individuals.

In property insurance, you invariably come across the term acts of god which are covered under the insurance policy. The term simply means natural disasters or calamities which are beyond human control and which cannot be caused by human beings.

If you have understood what is a financial plan, that is just part of the job. The real job is to get down to the brass tacks.