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Tag Archives: Financial Planner

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  • December 16 2011

Why you need a Financial Planner…

Before I answer the above question let me take you to a situation in life. When you have a stomach ache you go to the chemist (don’t have time to go to the Doctor…) and ask for medicine. He will give you Combiflam etc., or may be some other pain killer. That may or may […]

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  • December 10 2011

How can a Financial Planner guide you in your risk profiling?

A Financial planner prepares a financial plan to help his clients achieve their   goals. To accomplish financial goals, means that there is sufficient money available at the required time to meet that financial commitment. In other words we can say financial planning helps in having the required sum of money when needed.  For we all […]

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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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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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