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Category Archives: Financial Planning

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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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Are you Prepared for the Milestones?
  • July 2 2012
  • Jitendra Solanki

Are you Prepared for the Milestones?

There are various milestones which we achieve in our lifetime. Each of these bring some changes in our priorities and financial requirements. To accommodate these changes and move ahead to achieve the goals you have identified, one has to prepare well ahead. Sometimes the change may require a big financial support to proceed further in […]

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Personal Finance Myths
  • June 20 2012

Personal Finance Myths

There are many myths about personal finance. The reason I say they are myths is because it’s always not true what we think it is. It’s perceived to be true. ‘Mutual Fund investments are risky.’ ‘FD is a safe investment’. ‘Gold is a safe investment’. ‘Never ever invest in stocks.’ ‘Real Estate is The Best […]

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Risk Tolerance or Risk Perception
  • June 15 2012

Risk Tolerance or Risk Perception

A lot has been said and written about the fact that before investing in stock market or equity linked products one needs to assess one’s risk taking ability and measure the so called “Risk Tolerance” levels. This helps in identifying whether an investor is “Risk Averse “or “Risk Tolerant”. Risk averse investors would be categorized […]

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Needs and Wants
  • May 22 2012
  • Admin FPGI

Setting Goals – Differentiate Needs and Wants

Setting Goals is the most important aspect in financial planning, as it sets our target for which we have to arrange our resources. But this is the most confusing and difficult task for many. When I ask people to write down their goals, many write as: big house, big car, super education for kids, exotic […]

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