Financial Planners News


What financial planners think Budget 2020 should deliver | Why Not Mint Money

In the upcoming Budget 2020, expectation of tax payers and investors from the government on the personal tax front is high especially given the economic slowdown and recent cuts in corporate tax rates. Here is what financial planners wish government should do.

28 Jan 2020

What is fiduciary responsibility and how is it relevant to you?

A fiduciary is a person or an entity entrusted with the responsibility to take care of money or other assets of its clientsAs a fiduciary, a person is legally answerable to the client

1 min read14 Feb 2019

’Meeting the planner was like a wake-up call’

The Kulkarnis were saving a lot, but were still well short of their targetIt was a wake-up call when the financial planner told them that over so many years, they had just reached 9% of their target value

3 min read13 Feb 2019

Involving entire family in money matters can help

Consulting a financial planner has made all the difference for the Kunthes

3 min read5 Dec 2018

The art behind the science of financial planning

Financial planning is the skilful synthesis of art and science. It’s a profession that requires emotional intelligence more than intellectual intelligence.

3 min read28 Aug 2018

Broke at the end of every month? Hire a financial planner

Apurva Waigankar’s financial planner who showed him the right investment avenues by shifting his deposits to mutual funds

3 min read8 Aug 2018

Avoid mutual fund mistakes by following these steps

Research well, understand the basics and seek professional help for your mutual fund investments

2 min read15 Jul 2018

‘We Didn’t want a house to restrict our career choices’

Inderdeep Kaur and Ishkaran Singh met a financial planner to decide whether to buy a house or not, and ended up readjusting their goals and investing

3 min read11 Jul 2018

‘It’s never too late to start financial planning’

Having a financial plan is a relief for Bhaskar Ganguly as it has secured his future

3 min read4 Jul 2018

Moms, let’s plan finances

Dear Mom, gift yourself financial freedom by taking stock of your money and bolster financial security for yourself and your child

2 min read19 May 2018
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The Union Budget contains details about the estimated receipts and the expenditure of the government for a particular fiscal year. The Budget is allotted for the upcoming fiscal year, which runs from 1st April to 31st March of the next year. Here is a quick guide on how the Union Budget is prepared

25 Articles
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