Investing

Adjusting the sails of your investment to the weather

Investing

4 min read

Adjusting the sails of your investment to the weather

Every time there’s a minor correction in the market, we hear the same concerns: “Markets are…

A Step-by-Step Guide to Transfer Your EPF Online

Investing

3 min read

A Step-by-Step Guide to Transfer Your EPF Online

Transferring your Employees’ Provident Fund (EPF) account when you change jobs is essential to ensure the…

10 Things to Remember Before Investing for the First Time

Investing

4 min read

10 Things to Remember Before Investing for the First Time

Investing can be a powerful tool for wealth creation and securing financial stability. However, for first-time…

Emotions, Ego’s and Equity Markets! 

Investing

4 min read

Emotions, Ego’s and Equity Markets! 

How much do we love listening to this Kishore Kumar classic…,’Zindagi ka Safar hai ye kaisa…

Investing in Mutual Funds vs. Stocks: Which is Right for You?

Investing

4 min read

Investing in Mutual Funds vs. Stocks: Which is Right for You?

The world of investing can seem daunting, especially for beginners. Deciding between mutual funds vs. stocks…

How to diversify your portfolio in today’s highly volatile market?

Investing

4 min read

How to diversify your portfolio in today’s highly volatile market?

Diversification is the practice of spreading your investments around so that your exposure to any one…

Equity Markets Vs. Alternative Investments: Unraveling the Mysteries of Superior Returns in India

Investing

4 min read

Equity Markets Vs. Alternative Investments: Unraveling the Mysteries of Superior Returns in India

This blog will explore and contrast investing in India's equity markets and alternative investments, with a…

Is Buying a Home a Good Investment?

Investing

4 min read

Is Buying a Home a Good Investment?

Dear Qualified Financial Advisor, Like what you're reading? Get our latest, straight to your inbox. Subscribe…

Investing Showdown: Real Estate vs. Stocks – Where to Put Your Money?

Investing

3 min read

Investing Showdown: Real Estate vs. Stocks – Where to Put Your Money?

Join us as we unpack the 'Real Estate vs. Stocks' dilemma for Indian investors, guiding you…

How to Start an Investment Portfolio: A Step-by-Step Guide

Investing

7 min read

How to Start an Investment Portfolio: A Step-by-Step Guide

Learn how to start your investment portfolio with our comprehensive step-by-step guide. Learn how to start…

Financial Strategies for People in Their 40s: How to Make the Most of Your Money?

Investing

7 min read

Financial Strategies for People in Their 40s: How to Make the Most of Your Money?

If you're in your 40s and looking to improve your financial situation, this article is for…

Financial strategies when you are in your 20

Investing

7 min read

Financial strategies when you are in your 20

Are you in your 20s and looking for ways to manage your finances? This article is…

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Frequently Asked Questions

faq-icon

What is financial planning?

Financial planning is the process of evaluating your current finances and making a plan to map your journey to financial well-being.

It involves looking at all aspects of your financial life - income, savings, debt, investments, etc.

The aim is to understand where you stand today financially and then chart a course to get you where you want to be in the long run.

Financial planning provides direction and structure to your finances. It helps you intentionally move toward financial wellness.

The plan equips you to prepare for expected life events like retirement as well as unexpected events.

In short, financial planning bridges your present circumstances to your desired financial future. It gives you a path to follow.

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What are the benefits of working with a financial advisor?

Working with a financial advisor can provide an invaluable perspective on your current situation. With the help of a financial advisor, you can assess your finances holistically - debts, assets, income streams, and more. With this comprehensive understanding, the advisor helps craft strategies tailored to your needs.

A financial plan crafted by a qualified advisor grants you agency over your financial life. It transforms vague anxiety about the future into proactive preparation. With expert guidance, you can map out actionable steps to strengthen your finances over time.

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Why is financial planning important?

Financial planning is important because it provides clarity and control over your finances.

Having a financial plan helps you:

  • Understand where you stand financially today
  • Map out specific steps to improve your financial situation
  • Prepare for major life events like marriage, child’s education, retirement etc.
  • Budget effectively and evaluate your investment portfolio
  • Strategic Tax Planning & Filing
  • Manage and reduce debt
  • Being financially ready for emergencies
  • Creating a will to preserve your legacy

In short, financial planning is essential for financial stability and peace of mind. It gives your finances direction and purpose. With proper planning, you can take charge of your money and build financial security.