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Tag Archives: basics of financial planning

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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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Financial Planning for Newly Weds
  • December 18 2012
  • Subhabrata Ghosh

Financial Planning for Newly Weds

Marriage is like starting a new life for the newly- weds and married life has its own challenges along with the twists and turns. This calls for various adjustments in the lifestyle of the concerned people and also initiates the birth of dreams which they want to achieve together. The couple will require some documentation […]

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Right Financial Planner
  • November 28 2012

Meet the right person for your financial planning needs

A chance meeting of my school pal, Robert during our first school reunion last year revived memories of our good old days at school. On hearing that I was in the financial planning profession, Robert’s joy turned to despair and his mood seemed to indicate that he wanted to shift the topic from our profession […]

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