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.

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.

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

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.

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.

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.

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.

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.

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.

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.

Is there a difference between electronic and digital signature? Yes, though many people often use the terms interchangeably. But on a closer analysis it can be noticed that the term electronic signature is very wide and ‘digital signature is only one kind of electronic signature

The Economic Survey suggests that higher retirement age is essential for the sustainability of the current pension system. Add to that, 7 in every 10 working individuals in the country expect financial support from their children post their retirement.

The stock exchanges having nationwide terminals should provide arbitration facility (i.e arbitration as well as appellate arbitration) at least at all centres specified by SEBI from time to time, SEBI said in a circular on Friday.

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.

Know about the financial advisor profession, their responsibilities, fiduciary responsibility, their services, and how they can assist the Indians in the proper financial planning. It should also determine if employing one is cost-effective.