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Tag Archives: Financial Planning

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Newly Wed Couples
  • April 14 2013
  • Subhabrata Ghosh

Financial Planning for Newly Wed Couples

Wedding Planning is important, but so is Financial Planning… Getting married is exciting but it brings added responsibilities along with joy and happiness. Suddenly ‘I’ becomes ‘WE’ and all decisions become joint decisions – be it personal, professional or financial. The financial decisions you make as newly married couple impact your financial future together. But […]

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  • October 5 2012

Financial Planners role beyond preparing the Financial plan

After a lot of deliberations, Sanjeev had enrolled for financial planning services for drawing out a comprehensive financial plan for his family. After several rounds of meetings and data sharing the plan was ready and Sanjeev was extremely pleased with the work done by his planner. Since the implementation was to be done by the […]

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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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A Goal Remains only a Goal Without a Plan
  • July 24 2012

A Goal Remains only a Goal Without a Plan

In many cases investors end up investing and planning haphazardly although they have goals, instead of working through a comprehensive plan. A comprehensive plan systematically eliminates the concerns and dangers that individuals, their families and their businesses face. A plan makes things happen. In our daily life we see people start investment without proper goals […]

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What are your plans with bonus?
  • July 19 2012
  • Hemant Beniwal

What are your plans with bonus?

Fruits of patience & hard work are always sweet – this applies to your job too. Most of the employers in India have yearly appraisal systems and they declare bonuses & salary hikes, in the month of April. This is a rewarding moment & for some, this is the time when they think of leaving […]

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