How Mis-Selling is done in the name of Financial Advising
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 […]
98% Indians are eroding their wealth each year and they do not even know it ! – A case study
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 […]
Nine mantras to help you in planning a comfortable retirement
Discover the 9 essential mantras for a comfortable retirement. Learn how prudent financial planning can secure your future and ensure peace of mind.
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.