by Vidya Kumar | Aug 26, 2016 | financial planning, insurance
Executive Summary – Risk management is an integral part of financial planning. You can manage risks by avoidance, transfer, mitigation or acceptance. We face numerous risks related to life, health, property etc. Insurance is an important aspect of risk...
by Vidya Kumar | Oct 12, 2015 | financial planning, personal finance, Smitha Hari
Executive Summary: A common trait seen in most people is not maintaining a record of their financial transactions, assets, liabilities and other money matters. In many cases, the key family members are not even aware of the financial affairs of the family. In such a...
by Vidya Kumar | Sep 15, 2015 | Ayush Bhargava, Budget 2015, financial planning, savings
EXECUTIVE SUMMARY: Saving money is considered to be a difficult task for many young individuals and families. With the continuous increase in the cost of living, it is really hard to save money in the limited salary. However, with some of the tactics like...
by Vidya Kumar | Sep 8, 2015 | financial planning, health, Smitha Hari
Executive Summary: Sports and Financial Planning have many similarities. Goal based actions, need for commitment and discipline, getting better over time and with practice, identifying mistakes, seeking professional help and keeping out bad practices are some of the...
by Vidya Kumar | Jul 16, 2015 | Ayush Bhargava, financial planning
EXECUTIVE SUMMARY: We promise to save money at the end of month – this is one of the biggest lie in the financial world. There are many who fool themselves by saying they can’t afford to save money. If this is true then they are making their path...
by Vidya Kumar | Jun 15, 2015 | financial planning, Vidya Kumar
Executive Summary – The financial planner has an important role in those aspects of life that are affected by your finances. But he has a more comprehensive role than just buying some financial products and making an investment plan when his services are hired...
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