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.

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.

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.

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.

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

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.

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.

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

Everyone wishes for a financially secure and comfortable future. Whether it is buying a house, taking vacations, engaging in higher education, marriage or even post-retirement comfort, is all a consequence of financial prudence.

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.

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.

In the last few years, financial planning has emerged as the gateway to your financial future. Here we look at the components of financial planning and what it entails. We also look at the components of a financial plan in terms of the steps to achieve your financial goals in life.

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.

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.

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