Checklist for your Investment portfolio in 2021
This step-by-step guide empowers you to take action by building a complete financial portfolio. This means that not only do you own diversified investments across different asset classes, but you also have fully-funded retirement accounts, own your home, are debt-free, have a six-month emergency cash reserve, and you invest in yourself. Ensuring that each of these areas is optimized will set...
Quick tips for financial planning in 2021
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...
Reviewing Your Financial Plan? Keep This Checklist Handy
‘The only thing that is constant, is the change‘, remarked a famous Greek philosopher and he was not wrong. Everything in the world changes and so does your financial requirements. As you grow older, your financial responsibilities change as per your financial goals. You are, thus, advised to review your financial portfolio at regular intervals and ensure a sound...
5 Reasons Of Having Your Own Financial Advisor From An Early Age
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...
How To Secure Your Child’s Educational Goals?
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...
Why is Personal Financial Planning mandatory For All?
Are you an earner? Or a non-earner? Whoever you may be, you certainly need to know personal financing. We all want to be stabilized financially, at least to fill current & future standard of living. Your money is the only thing that earns for you, that too for free! Then why not to make optimum use of it? Why not to plan to easily fulfil our goals/wishes may it be short term or long...
7 Questions To Ask Before You Make Investments
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...
Top 7 Financial Planning Tips Finally Revealed That You Must Know!
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...
Are you also in your 30s like Mehtas?
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...