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Category Archives: Financial Planning

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Finding Mr. Right
  • April 23 2011

Finding Mr. Right

The need of a financial expert in your personal life is as important as earning your livelihood. What you earn has to be distributed in the right manner in order to meet your life goals. Retirement planning, investments, family finances, estate plans, insurance coverage etc. are elements which are difficult to manage yourself as you […]

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Ethics that Certified Financial Planners subscribe to and what they mean to you
  • March 28 2011

Ethics that Certified Financial Planners subscribe to and what they mean to you

Financial advisors for very long has been criticized for misselling and breaching the trust of their customers. The focus, it has been alleged, has been more towards increasing their income and the client’s interest was neglected.Even ethically-minded professionals have not given enough attention to ethical issues because they face demands on their business lives. As […]

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Financial Planning – Case Study
  • March 24 2011

Financial Planning – Case Study

Prashant and Srividya Nair are a salaried couple staying in the central suburbs of Mumbai. Prashant works as a programmer for an IT firm, while Srividya works in the administration department of an FMCG company. The family comprises of 6 members, Prashant & Srividya, their 2 kids and Prashant’s parents. Name Age Relationship Health History […]

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Future of the financial planning
  • March 8 2011

Future of the financial planning

“The future’s so bright, I gotta wear shades” goes the 1989 song by a pop group called Timbuk 3. Sounds a little over the top, but it could be true. Financial planning in India has no past. Today, the seeds for the future of financial planning in India are being sown by the financial planners […]

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The importance of setting Goals – Case Study
  • January 13 2011

The importance of setting Goals – Case Study

Rajesh works with an MNC in Gurgaon. In fact, it’s his first job and he’s been at it for 19 years now. At 43, he looks back at his management trainee days when he used to live in a ‘chamri’ in Pune, with three fellow trainees. He’s come a long way since then both in […]

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