Choosing the right financial planner
Before hiring a financial planner, ensure he has the capabilities and practices sound business ethics.
Seven things you should look for in a financial planner
Recently, a new breed of professionals has emerged who are making financial plans for everyone and are not restricting themselves to investment planning.
Family finance: Why salaried Sahu needs to streamline investments to achieve goals
Sanjay Sahu needs to streamline his existing resources and align them with his goals. His goals include building an emergency corpus, saving for his children’s education, etc.
Don’t fall into liquidity trap to save more on taxes: Experts
Experts advise that instead of investing more to claim relief under Section 80C, it may be better to forego a part of savings on tax outgo.
Experts recommend investing in arbitrage funds; feel current market conditions are ideal for these funds
Arbitrage funds try to exploit the arbitrage opportunity or the difference between the prices of securities between different market segments
Family finance: Starting to save early to help self-employed Tank achieve money goals
Aligning investments with goals and adding debt to their portfolio will help this couple ease their journey. Tanks' goals include building an emergency corpus, buying a car, etc.
8 money moves to make at the start of new financial year
The start of the new financial year is a good time to take stock of your finances.
Family finance: Thane-based Danges can meet primary goals easily, but need to secure risks
Though the Danges have a high amount of surplus and have saved aggressively, they should put off buying another house and taking a vacation for now.
Rules of financial planning have changed: Sticking to old ones could be disastrous
Changes in the financial landscape have made many time-tested tenets obsolete. Find out how this impacts your planning.
Family finance: Self-employed Patel should focus only on his main financial goals
With limited resources, Gandhinagar-based Patel should align his existing investments to goals. He has his own house and does not have any liabilities in the form of loans.
5 steps women can take to get over fear of managing money
Are you ready to take a money challenge that will make managing money easier and help to build smart money habits for life, so that you can focus on your bucket list?
Family finance: Why salaried Shah couple can achieve money goals easily
Ahmedabad based couple get a combined monthly salary of Rs 1.64 lakh. Their goals include creating an emergency fund, buying an office, kid's education and wedding.
Sebi needs to ensure greater transparency in sales to protect investors' interests
The regulation places onerous costs of compliance on the adviser, so that it becomes economically unviable to be a registered financial adviser.
Should a couple have similar money habits? Here's how to resolve money issues with partner
Arguments over money can prove toxic in any relationship, especially for a couple.
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