List of Financial Planning Articles

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

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.

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

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.

Memorandum of Association is a legal document explaining why an organization was created. Learn about the its meaning, its clauses, and more here.

Profit vs Loss Ratio is one of the most important tools in strategic investing and is used by mostly every experienced investor. It allows an investor to limit his/her losses and increase the profits.

Are equity investments really tax-efficient? That is a question that many investors have. To begin with, equity investment is not your typical Section 80C investment that gives you a tax exemption. But there are quite a few benefits that you can avail from investing in equities. Let us look at some of them.

People tend to carry all their credit and debit cards in their wallet. It may be a tad risky, but it is so much more convenient. Sounds good; till you actually end up losing your wallet! Nowadays, people don’t carry too much of cash as access to cash is much easier and most payments are done digitally. The real risk in losing your wallet is losing your debit cards and credit cards as they have monetary value embedded in them.

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.

The word haircut is not only used in the world of hairs. It is also used in the world of finance. A haircut has two meanings in finance. One meaning is the value by which the asset that you have placed as collateral is reduced when a loan is being given against that asset.

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.

The most important and commonly used method to control inflation is monetary policy of the Central Bank. Most central banks use high interest rates as the traditional way to fight or prevent inflation.

There are different types of inflations like Creeping Inflation,Galloping Inflation, Hyperinflation, Stagflation, Deflation.

Per capita, income is an important economic indicator used to measure the average income earned per person in a country or region over a specific period. It provides insight into a population’s standard of living and economic well-being. This article will explain what per capita income is, the formula for calculating it, why it is significant, and the limitations of this measurement. What is Per […]

Certificate of Deposit or CD is a fixed-income financial instrument governed under the Reserve Bank of India issued in a dematerialized form where the amount at withdrawal is assured from the beginning.