Financial Planning
Archive of all the blogs posted
Portfolio Management in India: Meaning, Objectives & How to Do It Right
Confused about portfolio management? This guide breaks down meaning, types, strategies, metrics & how Indian investors can get it right. For beginners & HNIs.
Financial Planning in India: What It Is & 5 Simple Steps to Get Started
Discover what financial planning means in India, why it’s essential today, and how salaried professionals and families can start in 5 easy steps.
Financial Freedom vs Financial Independence: What’s the Real Difference
What’s the difference between financial freedom and financial independence? Learn how to build both, which comes first, and why it matters in your money journey.
SIFs in India - Meaning, Benefits, Taxation & How to Invest (Latest Updates Covered)
Explore what Specialised Investment Funds (SIFs) are, their benefits, taxation, minimum investment, how to invest, how they compare with mutual funds and PMS and latest developments in SIF space
DIY Financial Planning – Is It a Smart Move or a Risky Gamble?
Explore the pros and cons of DIY financial planning. Understand why working with a SEBI-registered advisor may be better for long-term wealth creation.
How to Calculate Your Financial Freedom Number in India - A Simple Guide
Learn how to calculate your Financial Freedom (FI) number in India using a simple formula. Understand your expenses, plan your SIPs, and take control of your financial future.
