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In my last 4 years of practice several entrepreneurs have signed me up for financial planning process. Some did the process with me before embarking on their journey of being own their own and some happened to do the process after quitting their cushy jobs and during their journey to entrepreneurial success.
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Budget 2015 made an interesting proposal on Employee Provident Fund. It is proposed that employee should be given option of making contribution either in EPF or New Pension Scheme. Although it is yet to be passed in the bill and especially without any opposition from EPFO, the debate on which is better is creating a lot of confusion among investors
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Retirement planning can be daunting if you are not clear on your goals and hence planning is important. Importance is on how your would like to retire, retire young or retire rich. Three bucket theory by Taresh Bhatia CFP can be stepping stones to effective retirement planning
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Asset allocation is an investment strategy that aims to balance our risk and reward by apportioning portfolio’s assets according to individual’s goals, risk tolerance and investment horizon.The main asset classes are equities, fixed-income, real estate, gold and cash and cash equivalents; these have different levels of risk and return, so each will behave differently over specified time horizon.
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As individuals we all look for trusted relationships before we share confidential numbers. We expect our advisors to dig deeper into our financial situations and only when we trust we open up and share our data that forms the basis of his action plan for our financial well-being. Are you sure your financial planner has […]
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