List of Financial Planning Articles

Exlplore the best investment options to secure a stable monthly income. Learn about reliable choices to help you build consistent returns and financial stability.

The day of the annual budget speech is an important day for all Indians. The budget speech gives people an idea of their tax liabilities for the year. The budget speech also affects the prices of property, vehicles, electronic goods - therefore having an impact on people’s purchasing decisions.

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

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.

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

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.

Bond yields are a bit tricky to understand. Bond yield is the interest that a bond pays divided by the current market price of the bond. Take a 5 year bond that has a face value of Rs 100 and pays interest rate at the rate of 10% annually.

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.

The good thing is that a lot of investors, especially among the younger generation, are appreciating the importance of financial planning quite early.

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

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,

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.

Card Protection Plans (CPPs) to safeguard the interests of card holders. The plan aims to secure a person against the odds of losing his card, be it financial or non-financial. This way, an individual secures not only his credit or debit card from theft but also other cards like Pan Card, driving license or membership cards.

A financial planner is a kind of friend, philosopher and guide who helps you meet your long term financial goals

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.