Investing

ETF vs. Actively Managed Mutual Funds: Which is the Better Option for Your Investment Strategy?

Investing

5 min read

ETF vs. Actively Managed Mutual Funds: Which is the Better Option for Your Investment Strategy?

Over the last couple of years, one of the most debated topics among investors is active…

What are Index Funds? Types, Benefits and Limitations

Investing

4 min read

What are Index Funds? Types, Benefits and Limitations

Index funds are investment vehicles designed to track the performance of a specific market index, such…

ETFs vs. Index Funds: What’s the Difference and Which One is Right for You?

Investing

3 min read

ETFs vs. Index Funds: What’s the Difference and Which One is Right for You?

If you’re looking for a way to invest in the stock market without having to pick…

Types of Mutual Funds: What Are Different Types of Mutual Funds, How They Differ, and How to Invest in Them

Investing

5 min read

Types of Mutual Funds: What Are Different Types of Mutual Funds, How They Differ, and How to Invest in Them

The Indian mutual fund industry has witnessed exponential growth over the past decade. As of December…

Performance of India’s Nifty 50 Constituents in 2024: Last year in Review

Investing

5 min read

Performance of India’s Nifty 50 Constituents in 2024: Last year in Review

2024 has been quite a rollercoaster for India’s stock market. Investors saw big winners and surprising…

What is Interest Rate Risk? How to Hedge Against It?

Investing

3 min read

What is Interest Rate Risk? How to Hedge Against It?

When it comes to investing in fixed-income securities like bonds, many people assume they are a…

What is Arbitrage Fund?

Investing

3 min read

What is Arbitrage Fund?

Investors often seek safe and consistent options for parking their money, especially in volatile markets. One…

What is Gold ETF? How does Gold ETF Works?

Investing

4 min read

What is Gold ETF? How does Gold ETF Works?

Gold, one of the world’s oldest assets, continues to capture the imagination of investors in the…

How Often Should You Rebalance Your Portfolio?

Investing

3 min read

How Often Should You Rebalance Your Portfolio?

It’s that time of year when people plan fresh starts. While gym memberships are part of…

Achieve Your Financial Dreams: A Step-by-Step Guide to Portfolio Rebalancing

Investing

4 min read

Achieve Your Financial Dreams: A Step-by-Step Guide to Portfolio Rebalancing

Priorities and ambitions naturally shift as one progresses through life. In the same way, your investment…

The Importance of Emergency Funds and How to Build One

Investing

4 min read

The Importance of Emergency Funds and How to Build One

In the world of personal finance, there’s one piece of advice that financial experts agree on…

How to Create a Balanced Investment Portfolio in India

Investing

5 min read

How to Create a Balanced Investment Portfolio in India

Are you looking to create a balanced investment portfolio that gives you the best of both…

moneysign shape

Discover your MoneySign®

Identify the personality traits and behavioural patterns that shape your financial choices.

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.

faq-icon

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.

faq-icon

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.

Chat with us