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.

Profit vs Loss Ratio is one of the most important tools in strategic investing and is used by mostly every experienced investor. It allows an investor to limit his/her losses and increase the profits.

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.

In the midst of our busy schedules, we often forget to make timely payment of insurance premiums. Remember, insurance is a risk cover which is disproportionately larger than the premium paid. Hence, it is essential to pay premiums on time to keep the policy in force. If your policy has lapsed due to non-payment of premiums, then your death claims or health claims, as the […]

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.

It is collected fractionally, via a system of deductions whereby taxable persons can deduct from their VAT liability the amount of tax they have paid to other taxable persons on purchases for their business activities. This mechanism ensures that the tax is neutral regardless of how many transactions are involved.

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

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

ndian families love to talk to their children about history, culture, mythology, values, ethics, character, etc. Ask them to discuss money with their kids, and they feel their children are not old enough. Let us face it; your child does not have to have a prodigy to learn basic financial literacy.

An insurance policy is a legal document issued by the insurance company and outlines the terms and conditions of the insurance contract. If it is misplaced, lost or damaged, wholly or partially, an application has to be filed for the issuance of a duplicate policy document by following the prescribed procedure, which may vary across insurers.

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