List of Financial Planning Articles

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.

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.

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.

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

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

You must have often wondered as to what is the need of financial planning for individuals. One common question is who needs financial planning? Does it apply to everyone or is it only for certain age groups or certain income and wealth categories.

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.

Financial planning is not just a one-off activity. It is a summation of a number of different types of plans, which actually constitute the sub-plans of the overall financial plan.

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

Analysing the trends of the Indian market, the report shows that with a median gross salary of RS.291finance is the second most lucrative sector. Employees in this field are highly educated, and for these it reflects in their salaries with an average of ₹300 per hour.

Remember the last time your young relative died in an accident and all of you had to fly immediately paying sky-high airfares.

Any Indian person or entity that supplies goods or services anywhere in the country with an annual aggregate turnover over Rs40 lakhs is required to obtain GST registration. In states like Manipur, Assam and Nagaland, the aggregate turnover limit is Rs 10 lakhs. Other than the aggregate turnover criteria, an individual or entity may also be required to obtain GST registration if they undertake interstate […]

The popularity of Swiss banks may leave one wondering on the process of opening accounts in these banks. The quest is over as here is the roadmap to opening a Swiss Bank Account.

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 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.