How Mis-Selling is done in the name of Financial Advising ( Story Adapted from PersonalFM Blog) This article showcases the investment story of a doctor, Dr Aman Shah (name changed), who fell prey to the tall promises of his financial planner cum insurance agent. Read on… Here is what happened: The Case: Dr. Aman, a […]
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Sanket Shah (Name changed) is 40 years married HR executive. His wife is working as government employee in a granted educational Institutions for differently abled students. They are blessed with 8 years old daughter. Both are earning greater than 11 lakh per annum. They have purchased a tenament with a cost of 20 Lakh for
Discover the 9 essential mantras for a comfortable retirement. Learn how prudent financial planning can secure your future and ensure peace of mind.
Nine mantras to help you in planning a comfortable retirement Read More »
What Is Financial Planning? Financial planning is the process of: Understanding your financial goals; knowing when you will need to use your money, and what you will be using it for. Then laying out a plan of action with specific steps you need to take to achieve those goals. To give good advice a financial
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USE BUDGETING APPS OR ENVELOPES Most budgets spring a leak because they are not implemented well. To account for each paisa, you need to track your expenses under various heads and reconcile these with your income. So, note down all your expenses in a diary or on your mobile, and do it consistently. You could
Six ways to leak-proof your budget Read More »
Discover the basics of mutual fund investing with Planet Wealth. Our guide provides step-by-step instructions to kickstart your investment journey effectively.
Mutual Fund Investing: How to get started Read More »
Delve into the advantages and drawbacks of tax-saving investments in ELSS or ULIP. Our comprehensive guide aids in making informed financial decisions.
Should you invest in ELSS or Ulip to save tax Read More »
We have discussed a number of times on our blogs that term insurance is the best form of life insurance. It is a straightforward protection policy and the premium is much less than life insurance cum savings products. With a term life insurance plan you can get the optimal life cover and generate sufficient investible surplus
How to select the best term life insurance plan for you Read More »
Discover how to avoid common equity investing mistakes with Planet Wealth. Gain insights and strategies to protect your investments and maximize your returns.
COMMON MISTAKES IN EQUITY INVESTING – how to save from the same Read More »
Save tax with 11 products offering tax benefits under Section 80C. Explore a range of options to maximize your savings and financial well-being.
With 11 products which offer tax benefit under Section 80 C Read More »
