Financial Planning | Page 11 of 14 | PlanetWealth

Financial Planning

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

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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

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