iifl-logo

List of Financial Planning Articles

Featured articles

image

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

image

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

image

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.

image

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.

image

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.

Invest wise with Expert advice

By continuing, I accept the T&C and agree to receive communication on Whatsapp

list of articles

image

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.

image

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.

image

The guidelines regarding the risk weights that have to be assigned to the different types of loans are given by Bank of International Settlements (BIS). Central banks can have risk weight- asset guidelines for their respective countries, based on BIS guidelines.

image

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.

image

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.

image

Financial literacy is understanding how money works: how you make, manage, invest and expand it.

image

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.

image

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

image

The key benefit of GPA insurance policy is that it provides compensation in the event of death or disability of an insured employee directly due to accident.

image

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.

Invest wise with Expert advice

By continuing, I accept the T&C and agree to receive communication on Whatsapp

Knowledge Center
Logo

Logo IIFL Customer Care Number
(Gold/NCD/NBFC/Insurance/NPS)
1860-267-3000 / 7039-050-000

Logo IIFL Capital Services Support WhatsApp Number
+91 9892691696

Download The App Now

appapp
Loading...

Follow us on

facebooktwitterrssyoutubeinstagramlinkedintelegram

2025, IIFL Capital Services Ltd. All Rights Reserved

ATTENTION INVESTORS

RISK DISCLOSURE ON DERIVATIVES

Copyright © IIFL Capital Services Limited (Formerly known as IIFL Securities Ltd). All rights Reserved.

IIFL Securities Limited - Stock Broker SEBI Regn. No: INZ000164132, PMS SEBI Regn. No: INP000002213,IA SEBI Regn. No: INA000000623, SEBI RA Regn. No: INH000000248

ISO certification icon
We are ISO 27001:2013 Certified.

This Certificate Demonstrates That IIFL As An Organization Has Defined And Put In Place Best-Practice Information Security Processes.