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As a financial advisor, one might be a well qualified person excellent with numbers, but the only thing that makes him stand out is the way he interacts with his clients. In the last few years I have realized that the financial planning exercise goes beyond number-crunching plans, asset allocation techniques and investment strategy. The […]
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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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Investors normally are under the impression that debt instruments are safe and there are no risks involved in investments in debt instruments. They believe that it is only equity investments that are risky. The fact is that debt instruments are also risky and in this article we will talk about a few of the risks […]
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It is important to understand that most investments come with a certain amount of risk. Deciding on asset classes to invest in depends on your levels of risk tolerance. Once you are aware of your own risk appetite, you will not be affected by market volatility. Let us look at how you can understand your […]
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