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Financial Planning is planning for the future. It involves preparing oneself and their family for important events like child education, retirement planning, cash flow planning, taxation, vacation, health corpus creation and just about any event in the future. The above mentioned components form goals or the structure of the planning process. One needs to understand […]
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Retirement planning can be daunting if you are not clear on your goals and hence planning is important. Importance is on how your would like to retire, retire young or retire rich. Three bucket theory by Taresh Bhatia CFP can be stepping stones to effective retirement planning
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As a financial advisor, one might be a well qualified person excellent with numbers, but the only thing that makes him stand out is the way he interacts with his clients. In the last few years I have realized that the financial planning exercise goes beyond number-crunching plans, asset allocation techniques and investment strategy. The […]
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My friend’s mother-in-law is a widow; she is 75 years old. She sold one of her properties and put Rs. 67 Lakhs in Bank Fixed Deposit in Sr. Citizen Account, she used to run her expenses with the interest. A share sub-broker wrongly advised her to invest in shares; she was told that she can […]
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Gone are the days when people get mislead and mis-sold with a particular investment/insurance product or a money multiplier instrument. With regulators getting strict on the financial advisory front and stressing on the financial literacy of consumers, sellers have come up with a new concept of selling which is called “Financial Planning”. Yes, financial planning […]
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