List of Financial Planning Articles

One of the common problems people face is when an account holder in the family dies without appointing a nominee. Today, when you open a bank account or a demat account or even buy mutual funds, it is mandatory to appoint a nominee. In case you choose not to name a nominee, you must mention the reason why you don’t want to appoint a nominee.

Explore the role of angel investors in helping startups succeed. Learn how they support new businesses, offer guidance, and drive growth for entrepreneurial success.

having payments banks is to increase financial inclusion in remote parts of the country, where there are no physical bank branches. Most payments banks predominantly operate digitally. Customers mainly use them through their mobile apps. Payments banks have very limited number of physical branches.

Learn about private market investments and explore the unique opportunities they offer to investors. Discover how to navigate this growing sector and maximize returns through private equity, venture capital, and more.

Discover key PMS investment risks and effective strategies for reducing them. Learn to safeguard your portfolio with expert risk management tips.

The good thing is that a lot of investors, especially among the younger generation, are appreciating the importance of financial planning quite early.

Remember the last time your young relative died in an accident and all of you had to fly immediately paying sky-high airfares.

Explore how generative AI is transforming personalized wealth management by providing tailored financial strategies, optimizing portfolio management, and enhancing client experiences. Learn about the future of AI in finance and its impact on investment decisions.

There are two dimensions to the 7th Pay Matrix table. With numbers assigned from 1 to 18, every level corresponds to a functional role in the hierarchy, under the horizontal range.

Exlplore the best investment options to secure a stable monthly income. Learn about reliable choices to help you build consistent returns and financial stability.

In financial parlance we often tend to confuse with terminologies. We often get confused in financial planning vs wealth management. But there a substantial difference between them. At a broad level, one can say that financial planning is the all-encompassing umbrella while wealth management is one such specialized focused practice targeted at high net worth individuals.

A rental / lease agreement is a legal document stating that owner and the tenant agree to follow the rental rules and the deal. Typically, a rent agreement is prepared by the real estate agent hired by the landlord and the tenant. To validate the agreement, both the landlord and the tenant ought to sign the agreement in the presence of two people who are non-beneficiaries of the property and will sign on the agreement as witnesses. In most cases the real estate agent doubles as one of the witnesses.

In the last few years, financial planning has emerged as the gateway to your financial future. Here we look at the components of financial planning and what it entails. We also look at the components of a financial plan in terms of the steps to achieve your financial goals in life.

Fixed deposits (FDs) have been traditionally quite popular with investors looking for safety. FDs offer the benefit of assured returns. Broadly, there are two types of FDs. The more popular FDs are the bank fixed deposits that are lower on the risk scale.

The stock exchanges having nationwide terminals should provide arbitration facility (i.e arbitration as well as appellate arbitration) at least at all centres specified by SEBI from time to time, SEBI said in a circular on Friday.