Understanding personal financial planning. Are you looking for financial planners. Are you capable to become a certified financial planner. The Benefits Of Certified Financial Planner (CFP) Certification. Personal Finance News - The Procedure Of Paying A Financial Planner. How To Become A Certified Financial Planner. Financial Planning India. We seek out safe havens for our surplus cash to generate passive income for the long-term in times of abundance.
Some people take extreme measures to increase their money supply in times of crisis. Both of these actions require investment decisions. Many people are not experienced enough to make the right decisions without assistance. Personal Financial Planning. Are you looking for a career that will give you fame, fortune, money, career growth, and satisfaction?
Financial planning is a great career choice. Financial planners must be able to communicate with both numbers and people. Financial Planning Certificate. Financial matters and allocation are crucial areas that require great care and attention.
Different factors have different effects on the allocation of funds and their management at various levels and in diverse categories. The development of an individual or a business depends on many factors, but the most important is capital allocation and accurate data retrieval. All these requirements led to the certification of financial certificates. Grievance Redressal Policy. Annexure B Information regarding Investor Grievance Redressal Mechanism in Accordance with SEBI Circular No CIR/MIRSD/3/2014 dated 28th August 2014 Dear Client,
Media - GoodMoneying. Investment advisory services in India. Complaint Status – SEBI Requirement - GoodMoneying. Good financial planning. When we say that the goal is not to get rich, the goal is to Live rich, this summarizes what we have incorporated in our logo.
If you look closely at the LOGO, you will see many senses coming out of it. The “OO” part of good, where one carries image of Clock and other having a rupee sign depicts financial planning as a factor of Time and money. The “M” of Moneying under OO, if you look at both in combination you will find that there are 2 persons interacting, which depicts collaboration, partners’ togetherness. Good financial planning is not possible unless you involve your partner and stakeholder in the whole process. It also says that financial planning is a place where time meets money.
Sebi registered investment adviser. Good Moneying is a way of life.
It works on the principle of “What you Sow is what you Reap”. Just like to get respect, you have to give respect, same way at Good Moneying we believe that if you are good with your money, money will surely reciprocate in the same manner. New pension scheme. Certified financial planner india.
Personal Budgeting. No matter how simple the financial plan may seem, it should be created.
This will give you a permanent record of how your finances are doing and a plan to follow. This is where the strength of it lies - its value. Many people don't realize how much it costs to live a normal life. Many people don't even know how much it costs to run their lives. What is Financial Planning. Financial planning involves creating a plan that will protect you and your family in the event of a reduction or cessation in income, death, disability or when you are out of work.
The Financial Plan will also help you determine how much money you need to retire, pay for your children's education, and fulfill your personal goals like buying a car or going overseas. Financial planning is not rocket science. It's about how smart you can manage your money. Financial Planning The Need. It can be difficult to create a financial plan that works.
When we create a financial plan, we discover that there are many pieces to it, much like a puzzle. These are the pieces of the puzzle and the financial issues that we can expect to encounter in our lifetimes. · Cash Management - More than just balance the checkbook, cash management also includes following a budget and using credit wisely to keep the income tax burden as low as possible. · Risk Management There is a risk of losing both your life and your property.
Insurance can pay for the cost of medical treatment. Financial Planning: How it Helps Individuals Too. Financial Planning - 5 Things You Can Do To Avoid Financial Problems. A Primer On Financial Planning. How to make health insurance claim in multiple policies - GoodMoneying. Adequacy of health insurance cover is must for your wealth.
But how much of Insurance is enough will always remain a big question. To increase the existing health sum assured sometimes one end up buying multiple health policies. However having multiple polices may increase the health cover but , it is also important to know how to make health insurance claim in case of multiple policies to not face the reduced claim settlement. Many times the person has health insurance from the employer, but to cover up the risk of loss of insurance, due to change in job or employer’s internal policy, one buys personal health cover separately, which is advisable also. Were you sold what was told? Read Insurance policy document carefully - GoodMoneying. Like every novice investor, Sahil was also of the view that to save for tax benefit he needs to buy insurance policy. But since he did not know which policy will suit his requirement, he believed what his banker told him and bought two policies – one a general unit-linked insurance plan (ULIP) and other a pension plan.
When he received the policy documents after few days, he thought he should verify the policy details and understand a bit more about it. He called up his dad who referred him to his friend, who is a financial planner. The first thing financial planner told Sahil is that he should ask for clarification on the investment products before investing rather than after putting his money.
Would your financial plan survive a serious illness? - GoodMoneying. Shubh Shubh Bolo, is a common answer that you hear from people when you ask such question. But It’s not about thinking negatively, this is practical. Even after taking precautions many times you may not escape illness. When should you and How to surrender LIC Policy? When Ankur started his first job, on the advice of one of his colleagues he bought one LIC endowment plan. The basic purpose of buying that plan was to save tax and also some investment for long term. Now after few years when he was reviewing his investments, he was not sure if he’s invested in the right product or not. His tax saving is being taken care of by his EPF contribution and Home loan premiums, thus, this policy does not contribute to any tax saving investments. Neither this policy suits him from Insurance perspective; since he feels that insurance cover is minuscule as compared to his requirement. His confusion was from the Investment perspective angle.
E-Insurance Account Mandatory from October 1' 2016. E Insurance account is soon going to become a mandatory thing while buying new insurance policies and even while renewing your existing policies. This applies to all kind of insurance policies be it Life, Health, Motor, Travel etc. As per IRDA (Issuance of e-Insurance Policies) regulations, 2016; from 1 October 2016, most of the Insurance policies will be issued in electronic form.
Portfolio Management Services or PMS Investment: A complete guide. When it comes to investing in equities, it can be done in various ways. You may either buy shares directly through your Demat account or do the investments indirectly through Mutual funds, NPS, ULIPs, or even the Portfolio Management Services (PMS). When you accept that you do not have expertise in selecting direct shares, the indirect route through professional management always helps. A professional fund management team makes investment decisions in the indirect options, who, in exchange for a fee, allocates and manages resources effectively to maximize your return. While Mutual Funds, New Pension Scheme, Unit Linked Investment Plans are common products, and most of the investors are aware of the same, the Portfolio Management Services or PMS investment is not among the popular ones.
The reason being the Minimum Quantum of Investment. Financial Independence- How easy to achieve & by when is it possible? Alternative Investment Funds: Meaning, Categories, SEBI Rules, Taxation. Core and Satellite Portfolio- for better Investment Planning. How to Set Financial Goals for New and Young Investors - Good Moneying. Looking For Investment Advice. Improve Your Personal Financial Situation. Can Help You With Your Financial Planning. Financial Planning is Essential for a Secure Environment. A Financial Budget Planner: How can you get out of debt?
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