List of Financial Planning Articles

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

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.

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.

Explore the role of angel investors in helping startups succeed. Learn how they support new businesses, offer guidance, and drive growth for entrepreneurial success.

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.

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.

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.

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.

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.