1 Finance Blog

Discover financial wisdom on our blog for expert insights on personal finance, investing, and money management.

Why real estate advisory matters more than ever post SC on property ownership and registration

Real estate

3 min read

Why real estate advisory matters more than ever post SC on property ownership and registration

Buying and owning property is one of the largest financial commitments most of us will ever…

How to File a Life Insurance Claim

Insurance

4 min read

How to File a Life Insurance Claim

In an unpredictable world, a life insurance policy stands as a vital safeguard to protect our…

Should You Diversify Your Investments Beyond Nifty 50? Know What Should Be Your First Priority

Investing

2 min read

Should You Diversify Your Investments Beyond Nifty 50? Know What Should Be Your First Priority

The Nifty 50 Index has long been a popular investment choice for Indian investors, delivering an…

So You Like Art — But Should You Invest in It?

Investing

4 min read

So You Like Art — But Should You Invest in It?

In March 2021, Mike Winkelmann, better known as Beeple, sold his work Everydays: The First 5000…

What is Fund of Funds? Know the Types, Advantages and Disadvantages of FOFs

Personal Finance

5 min read

What is Fund of Funds? Know the Types, Advantages and Disadvantages of FOFs

Investors looking for diversification often come across the term Fund of Funds (FoF). But what is…

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…

What I Learnt from My Brief Stint with Stocks

4 min read

What I Learnt from My Brief Stint with Stocks

My early memories of my father are inextricably linked to sound. As a toddler, it was…

Home Loan Balance Transfer: Factors To Be Considered

Loan Planning

3 min read

Home Loan Balance Transfer: Factors To Be Considered

A home loan balance transfer is when you move from one lender to the other with…

It’s OK to Want More Money

Personal Finance

4 min read

It’s OK to Want More Money

The way we think about money, and what we do with it, tends to be shaped…

Navigating P2P Lending in India: A Guide to Smart Investments

Navigating P2P Lending in India: A Guide to Smart Investments

Peer-to-peer (P2P) lending has emerged as a popular alternative investment avenue in India, offering individuals the…

Simple Steps to Apply for Refund Re-issue

Tax Planning

4 min read

Simple Steps to Apply for Refund Re-issue

Introduction It is officially that time of the year when office WhatsApp groups are overflowing with…

Protecting Yourself from Personal Loan Scams: A Detailed Insight into Recognizing and Avoiding Fraud

Personal Finance

3 min read

Protecting Yourself from Personal Loan Scams: A Detailed Insight into Recognizing and Avoiding Fraud

This blog explores the surge in loan fraud in India, leading to massive losses, and offers…

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Frequently Asked Questions

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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.

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