Financial planning in 2021 – The year 2020 was one of such nightmares which many of us would definitely like to forget at all costs. Nevertheless, this year also taught us a lot about many aspects of life which we almost pay no attention to. In all, with the announcement of the vaccination drive for COVID-19, the year 2021 has rung a bell and has shown us a ray of hope in the gloomy...
To subscribe click here: http://bit.ly/2Kzmqcy Estate Planning: https://youtu.be/dqupS–Kwqc We always care for our loved ones and wish that nothing in the world hurts them. We can be assured that they are protected if we have Will. Will is a legal and bonafide document which comes into effect on the unfortunate event of the death of the Testator. An executor has to assign...
Mastering the subject of personal finance might not be everyone’s cup of tea. Luckily, it is not always required to master the intricacies of everything when you can hire professionals who are well versed in the same. Today we are going to take you through the reasons of prime importance to hire your own financial advisor from the very onset. Holistic Analysis Financial consultants can...
Having a good educational goal for the child is the dream of every parent. Parents focus and invest in their child’s educational goals so that their children join a career of repute once they grow. However, we understand that children’s education is also very expensive nowadays and parents have to shell out a lot of money for their primary to secondary education and for their college...
You must have heard that making investments for quick or long-term returns is a good financial behavior. However, not everyone understands if they are prepared to invest or where and why they should invest. At other times you may be encouraged to invest financially into something without having complete knowledge about the investment asset, just because your peers are doing so. Investments...
The Government of India recently announced the interest waiver on loans up to 2 crores. This was done to provide relief to the borrowers who have the liability to repay loans amid COVID-19. Global Pandemic had resulted in a nationwide lockdown and thus we experienced disruption in businesses. This further led to job loss and sizeable pay cuts to most employees. With limited cash in hand, it...
Financial Planning is about a lot more than just making investment decisions. It’s a more holistic approach towards your finances. Therefore, it is important to prepare oneself to learn managing money matters. This blog focuses and shares how you should give yourself a fresh start and boost your savings. As it is said that “Money is hard to earn and easy to lose; you should guard...
Financial planning
is so crucial and is different for every individual. It differs based on the
age of a person, his risk appetite, his current investments and the most
important factor – his goals. Keeping this in
mind that “No one financial plan fits all”, today in this blog we will be
discussing a case study of Mehta and family (Name changed) to help you get an idea
of how to...
Effective financial planning is needed to achieve the predetermined financial goals and objectives. Even when you are carrying out your daily responsibilities and chores, you would be relaxed with respect to finance position if you have planned finance effectively. Prepare a budget You may be salaried or self employed or newly recruited, but there is one common thing which all of them...
Turning 30 years just presses the panic button, as you know that 20’s are over. You are still earning and are married and some of you are blessed with kids also. This just underlines the need for financial planning which will carve your future finances. Here is how you will deal with financial planning which will place you in the most convenient position. Early Financial planning You...