Financial Planning

Archive of all the blogs posted

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.

Jun 06, 2025
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.

May 29, 2025
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

May 26, 2025
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.

May 21, 2025
5 Strategic Investment Options Every Mom Should Know

Discover the best investment options for moms in India. Learn how to build wealth, save taxes, and secure your family's future with simple strategies.

May 10, 2025
Asset Allocation: The Key to Smart Wealth Management

Learn what asset allocation means, why it's essential for building wealth in India, and how to create an effective asset allocation portfolio using the ARC model.

Apr 16, 2025
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