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Category Archives: Financial Planning

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  • August 22 2012

Why setting financial goals are important

Financial goals are nothing but the future expenses which are apart from the regular expenses and come in lump sum in addition to your regular expenses. We have to be prepared for funding them  because our regular income may not have the capacity to accommodate them. There are majorly three types of expenses in life. […]

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Why You Need an Emergency Fund ?
  • August 13 2012

Why You Need an Emergency Fund ?

Pankaj(35) a  manager in a reputed BPO firm had been informed by his office colleague that investment in land was one of the best things to do for earning higher returns. After considering a proposal which came his way, Pankaj purchased half an acre of agricultural land for sum of 6 lakhs in coastal Maharashtra. […]

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  • August 9 2012

Get-Set Returns for your Goals!

Most people invest for getting great returns and some try to get that thorough insurance policies. People ask me which stocks will rise in the next week, which mutual fund scheme is providing the highest return etc.? Is it time now to invest in Gold or whether the stock market will move up or down? […]

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Give a Financial Planning Approach to Your Savings
  • July 31 2012
  • Jitendra Solanki

Give a Financial Planning Approach to Your Savings

My friend Krish raised a query to me-“Jitendra, I am able to save Rs 5000 monthly but not able to decide where to invest”. The query was almost the same I receive from most of the investors where lot of confusion can be seen in deciding on investing. With so many investment avenues to analyze, […]

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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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