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Ten Commandents of a Financial Plan
  • August 10 2011
  • Jitendra Solanki

Ten Commandents of a Financial Plan

The life of common man revolves around some financial goals which he/she wants to achieve. Buying a house, Comfortable retirement, children future planning and their marriage are those primary goals which all people would like to see through. However, the limited resources that one has does not allow allocating money towards all of these, which […]

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Understanding your Risk Appetite
  • August 5 2011

Understanding your Risk Appetite

It is important to understand that most investments come with a certain amount of risk. Deciding on asset classes to invest in depends on your levels of risk tolerance. Once you are aware of your own risk appetite, you will not be affected by market volatility. Let us look at how you can understand your […]

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  • July 29 2011

Workshop for Financial Planners – Mumbai 28th July 2011

FPGI conducted its first public workshop for Financial Planners – topic was “How to set up a viable Financial planning Practice”. Full day workshop was conducted by Mr Suresh Sadagopan. Workshop Structure The Environment today Getting into the practice Client acquisition Making the practice sustainable… Workshop Pics     What do Participants say about the […]

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Estate Planning Through Life Insurance
  • July 25 2011
  • Jitendra Solanki

Estate Planning Through Life Insurance

Estate planning is one of the major elements of any financial plan. It is the process by which you organize for the transfer your assets to your loved ones during your lifetime and after your death. This helps you achieve the goal of protecting their needs when you are not around. Various tools are available […]

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Help your parents – It will help you
  • July 21 2011

Help your parents – It will help you

You love to see your children growing. You want to give them the best in this world, you want to accomplish your dreams through them….that’s why you are more concerned about your investments related to children and pay very less attention to your own retirement savings. Right? That’s what your parents did when you were […]

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