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.

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.

Never give up is the key to being successful. Successful people are those who waded through their difficulties and overcame them to reach where they are today. The only thing that made them rich was that they didn't give up, even when life wanted them to.

There are two scenarios here. If the transaction has happened due to the lack of due diligence or fraud by some employee of the bank, your liability is zero. One way to prove such charges is to ensure that all online credit card transactions are only approved based on the OTP received on the mobile.

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.