What to expect from my services as Financial Planner ?
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 […]
Six ways to leak-proof your budget
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 […]
Mutual Fund Investing: How to get started
Discover the basics of mutual fund investing with Planet Wealth. Our guide provides step-by-step instructions to kickstart your investment journey effectively.
Should you invest in ELSS or Ulip to save tax
Delve into the advantages and drawbacks of tax-saving investments in ELSS or ULIP. Our comprehensive guide aids in making informed financial decisions.
How to select the best term life insurance plan for you
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 […]
COMMON MISTAKES IN EQUITY INVESTING – how to save from the same
Discover how to avoid common equity investing mistakes with Planet Wealth. Gain insights and strategies to protect your investments and maximize your returns.
With 11 products which offer tax benefit under Section 80 C
Save tax with 11 products offering tax benefits under Section 80C. Explore a range of options to maximize your savings and financial well-being.
Investment Mistake to Avoid – Anchor Bias
Explore with Planet Wealth how to sidestep anchor bias, a common investment pitfall. Gain insights on the impact of this cognitive bias on your financial decisions.
Benefits of buying a top up/Super top up insurance policy
Explore the advantages of top-up and super top-up insurance policies at PlanetWealth. Understand how these cost-effective options can enhance your insurance coverage.