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  • July 27 2012
  • Manikaran Singal

Beware of “Me too” Financial Planners

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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A Goal Remains only a Goal Without a Plan
  • July 24 2012

A Goal Remains only a Goal Without a Plan

In many cases investors end up investing and planning haphazardly although they have goals, instead of working through a comprehensive plan. A comprehensive plan systematically eliminates the concerns and dangers that individuals, their families and their businesses face. A plan makes things happen. In our daily life we see people start investment without proper goals […]

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What are your plans with bonus?
  • July 19 2012
  • Hemant Beniwal

What are your plans with bonus?

Fruits of patience & hard work are always sweet – this applies to your job too. Most of the employers in India have yearly appraisal systems and they declare bonuses & salary hikes, in the month of April. This is a rewarding moment & for some, this is the time when they think of leaving […]

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Understanding Mutual Fund Factsheets- Part 3
  • July 16 2012
  • Kiran Telang

Understanding Mutual Fund Factsheets- Part 3

 In the earlier parts of this series, we have had a look at how to understand factsheets pertaining to equity mutual funds. Let us now look at the other side, the debt funds. Debt being a separate asset class has different measurable parameters for judging risk and return. Let us first understand what is a […]

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ISO 9000 And Financial Planning
  • July 11 2012

ISO 9000 And Financial Planning

ISO 9000 is a family of standards, related to quality management systems and outlines the requirements needed to ensure organizations meet the needs of its customers while striving to meet their expectations. There are many organizations taking advantage of these Quality Management Systems and ensure that they are always profitable and growing in the right […]

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