List of Financial Planning Articles

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

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.

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.

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.

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

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.

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? […]

When you are in need of cash, the bank allows you two options. You can choose a personal loan or use the overdraft facility. When you opt for a personal loan, it is not secured against an asset like your home or your car, and hence it is also called as an unsecured loan. If you choose the overdraft facility you can borrow money through your bank's current account.

ndian families love to talk to their children about history, culture, mythology, values, ethics, character, etc. Ask them to discuss money with their kids, and they feel their children are not old enough. Let us face it; your child does not have to have a prodigy to learn basic financial literacy.

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.

Pension plans serve as a means of financial stability and security after retirement. It is an insurance plan providing financial coverage for your old age and is sponsored by the company fund. In other words,

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

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.

One of the basic steps is that before depositing the cheque, inform the issuer and ask them to ensure the account is funded. You can also back this up with an email for your records. What is the recourse, if a cheque received by me bounces? This is a common problem that most of us have faced at some point of time. We issue post […]

A defined contribution plan is a type of retirement plan in which fixed contributions are paid into an individual account by employers and employees.