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.

The word haircut is not only used in the world of hairs. It is also used in the world of finance. A haircut has two meanings in finance. One meaning is the value by which the asset that you have placed as collateral is reduced when a loan is being given against that asset.

A cheque issued by you can be dishonoured by the bank for various reasons. There could be an overwriting on the cheque, which makes the cheque invalid. Alternatively, there could be a mismatch between the master signature in the bank records and your signature on the cheque.

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.

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

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.

Life is an endless chain of actions that you undertake daily. Yet, one thing is certain, most of these actions are directed towards your goal of achieving financial freedom

Cancer is an unfortunate disease which could surround anybody without a knock at the door. Cancer not only deteriorates the physical health, but also impacts the financial health of the patient as getting it treated is an expensive proposition.

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.

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.

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.