Investment Planning is one of the important aspects of Financial Planning. The probability of achieving your financial goals depends on how well you plan your investments. What is Investment Planning? Investment Planning is the process of placing your monies/funds into proper investment vehicles based on your financial goals and the time frame to achieve them. […]
Financial Planning
Basics of Financial Planning – PPT (Power Point Presentation)
Financial Planning is the process of meeting your life goals through the proper management of your finances. The ever changing socio-economic environment makes it mandatory for everyone to have a sound financial plan. It is your choice to do it by yourself or get it done by a financial planner. But, have a plan. Below […]
Unclaimed Investments : Are you aware of these interesting facts?
Unclaimed investments to the tune of around Rs 33,000 Crores are lying with financial institutions like Banks, Life insurance companies, Post office, Provident Fund office, Income Tax departments etc., Let us understand with whom this money is? How are they utilizing it? And how you can reclaim it? What do financial institutions do with the […]
Investment Planning : How to calculate the Future Value of investments using MS Excel
Investment Planning is a key component of a Financial Plan. Irrespective of the quantum of the savings, proper investment planning is required to achieve financial goals. While planning, you may come up with few questions as below: How to calculate the future value of a lumsum investment? What will be the maturity value of a […]
Single Demat Account with access to all investment details : Coming Soon!
Single Demat account with access to details of your investments in shares, mutual funds, fixed deposits, insurance policies, Public Provident Fund, Post Office Savings Schemes et., may soon be a reality. Record keeping is one of the biggest challenges for the investors, financial institutions and intermediaries like agents or advisors. There is no common platform […]
Financial Planning Misconceptions
Financial Planning is a dynamic process of identifying financial resources and allocating these resources to realize your financial goals. In the last 4 years of my financial counseling career, I have met many clients/prospects who have (had) misconceptions about Financial Planning. Below are few for your reading: Financial Planning is only for the rich I […]