List of Financial Planning Articles

Learn about revenue expenditure with our analysis. Explore essential insights, trends, and strategic approaches for effective financial management.

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.

having payments banks is to increase financial inclusion in remote parts of the country, where there are no physical bank branches. Most payments banks predominantly operate digitally. Customers mainly use them through their mobile apps. Payments banks have very limited number of physical branches.

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

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.

One of the basic steps is that before depositing the cheque, inform the issuer and ask them to ensure the account is funded. You can also back this up with an email for your records. What is the recourse, if a cheque received by me bounces? This is a common problem that most of us have faced at some point of time. We issue post […]

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.

With the changing socio-economic situation, increasing globalization and turbulent political scenario, the nature of employment and jobs have become uncertain.

In property insurance, you invariably come across the term acts of god which are covered under the insurance policy. The term simply means natural disasters or calamities which are beyond human control and which cannot be caused by human beings.

When you are in need of cash, the bank allows you two options. You can choose a personal loan or use the overdraft facility. When you opt for a personal loan, it is not secured against an asset like your home or your car, and hence it is also called as an unsecured loan. If you choose the overdraft facility you can borrow money through your bank's current account.

Shareholders receive dividends — a portion of the current company profits — by investing in the shares of a company. This can be done in many different ways, including receiving additional stock or cash payments.

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

Financial literacy is understanding how money works: how you make, manage, invest and expand it.

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.