List of Financial Planning Articles

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

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.

The RERA Act is considered as one of the landmark legislations passed by the Indian Parliament. Its objective is to address grievances of buyers and to bring transparency and accountability in country’s real estate sector. This is in line with the vast and growing economy of India as in future many people will be investing in real estate sector.

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.

Free Cash Flow (FCF) is the cash a company generates after covering operational and capital expenses. Discover its types, calculation, and significance in our guide at India Infoline.

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.

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.

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.

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

Ever since COVID 19 Pandemic hit us, it changed our lifestyles, our thought process our outlook, approach and the whole scenario, drastically across the globe. None of us had ever imagined the times that we are living in.

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

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.

Death of a loved one brings with it pain and dissolution to the family, nevertheless life continues. Often when the departed is a parent, they leave not only their assets but also their liabilities. Here are 5 pointers on how to handle credit card debts of a deceased loved one.

Certificate of Deposit or CD is a fixed-income financial instrument governed under the Reserve Bank and India (RBI) issued in a dematerialized form.