List of Financial Planning Articles

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.

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.

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.

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.

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

Explore the role of angel investors in helping startups succeed. Learn how they support new businesses, offer guidance, and drive growth for entrepreneurial success.

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

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

Explore the essentials of Infrastructure Investment Trusts (InvITs) and how they operate. Learn about their advantages and how they can enhance your investment strategy.

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.

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

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 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.

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.

Learn why cash flow management is crucial for entrepreneurs. Discover strategies to maintain liquidity, optimize financial planning, and ensure business growth and sustainability.