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Category Archives: Financial Planning

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Synchronize goals
  • February 20 2013

Synchronize year-end investments with goals

It’s the time of the year when individuals rush to sign up policies or do investments which have no direct link to their financial goals but more to do with saving taxes. Insurance agents get on a calling spree to sell their products, be it life insurance to get you exemption under section 80C or […]

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Investor Adviser Regulation – is it really good for consumers
  • February 11 2013
  • Suresh Sadagopan

Investor Adviser Regulation – is it really good for consumers

More regulations protecting investors are good, right? Wrong. Too much regulation will actually scare away players from the turf and make operating in the marketplace expensive & onerous at the same time. This regulation is anachronistic, when we realize that the common man needs more choices to get dispassionate advice. Now the choices will narrow, […]

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  • February 7 2013
  • Kiran Telang

A Case for Long term Care Planning

A person who requires long term care might or might not have an illness or disease but he is unable to perform basic activities of daily living (ADL) which include walking, dressing, bathing, eating, continence etc. Today’s typical urban family is husband, wife and one child. Twenty five years hence when these single children start […]

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  • February 5 2013

Why you should diversify your investments

If one puts all the eggs in one basket, the chance of all the eggs being broken are more. If one puts it in three or four baskets, the chance of breaking all of them will be less. In the event of an unfortunate incident, the loss will be reduced. Same thing is applicable for […]

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Financial planning – A simple way
  • January 7 2013

Financial planning – A simple way

” The success of life is not in creating wealth but in completing financial goals successfully ” As we are at the next step of financial planning after tax saving, now it is important to look at our cash flows. Financial planning is about streamlining cash flows towards achieving your financial goals. The foremost important thing which we should […]

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