Financial Planning

Financial Planning is a big buzz word these days. Everyone knows they should have a sound financial plan, but what does that really mean and how do you go about getting one?

Financial Planning is a comprehensive exercise which includes investment management, cash flow planning, taxation planning, insurance and risk management, retirement planning and estate planning, where the focus consistently remains long term.

** We work with you to answer three basic questions:

1. What are your financial and life goals?

2. Where are you today in relation to your goals?

3. How will you get from where you are today, to your goals?

** Why Should You Plan?

Do you know if the money you are saving will be enough for your son’s graduate studies from a college of his choice in the US?

Do you have any idea if the sum total of your retirement benefits like PF and gratuity and PPF is going to be sufficient for your post retirement needs?

Would you know the financial state your family will be in, if you die suddenly today, tomorrow, 5 or 10 years later?

Should you use your bonus to prepay a part of your home loan or invest it elsewhere?

Answers to questions like this and many others are what you will have with a financial plan.

A financial plan charts the course of your life and helps you plan for the big and small goals of your life – it equips you with the knowledge to take better decision and to make choices.

Without a plan, you will still get somewhere sure…but is that going to be where you wanted to go?

  • MF NEWS
  • IPO NEWS

Joydeep Sen For most funds, it is about fitment to one of the new categories, with or without a change in the name of the fund.
Wed, 02 May 2018 09:56:59 +0530


Markets closed, but that need not stop you from investing! Imagine a platform for investments where you do not need to worry about whether the market or the MF office is still open.
Tue, 01 May 2018 09:28:00 +0530


Juzer Gabajiwala In this article, we will explain the categorization of debt funds in brief and its features impact.
Thu, 19 Apr 2018 11:20:20 +0530


Pankaj Mathpal Dynamic asset-allocation funds factor in market valuations before investing in various assets.
Tue, 10 Apr 2018 09:43:00 +0530


Indostar Capital Finance to debut on bourses on May 21 The Rs 1,844-crore initial public offer was subscribed 6.8 times during May 9-11, receiving bids for 15.36 crore shares against the total issue size of 2.25 crore shares.
Fri, 18 May 2018 11:08:01 +0530


Orient Electric lists at Rs 135 post demerger with Orient Paper The listing follows the demerger of the company from Orient Paper Industries Limited last year.
Mon, 14 May 2018 14:09:51 +0530


Montecarlo files Rs 550-cr IPO papers with Sebi The IPO comprises fresh issuance of shares worth Rs 450 crore besides an offer for sale of up to 30 lakh equity stocks by existing shareholder Kanubhai M Patel Trust, as per the draft papers.
Fri, 11 May 2018 17:04:10 +0530


Indostar Capital Finance fully subscribed on 3rd day of bidding The category set aside for qualified institutional buyers (QIBs) was subscribed 3.26 times, non institutional investors 0.06 times and retail investors 0.6 times.
Fri, 11 May 2018 12:03:52 +0530


Indostar Capital Finance IPO subscribed 69% on Day 2 The category set aside for qualified institutional buyers (QIBs) was subscribed 1.80 times, non institutional investors 3 per cent and retail investors 34 per cent.
Thu, 10 May 2018 19:30:39 +0530


IndoStar Capital Finance IPO subscribed 0.36 times The company has raised a little over Rs 553 crore from anchor investors.
Wed, 09 May 2018 16:40:37 +0530


Subscribe to Indostar Capital Finance: Ajcon Global Ajcon Global has come out with its report on Indostar Capital Finance. The research firm has recommended to "Subscribe " the IPO in its research report as on May 8, 2018.
Wed, 09 May 2018 12:33:14 +0530


IndoStar Capital Finance issue opens today: Should you subscribe? The price band of the issue is Rs 570-572 per equity share of the company of face value of Rs 10 each.
Wed, 09 May 2018 07:00:20 +0530


Avoid Indostar Capital Finance: ICICI Direct ICICI Direct has come out with its report on Indostar Capital Finance Ltd. The research firm has recommended to "Avoid" the IPO in its research report as on May 8, 2018.
Tue, 08 May 2018 18:24:23 +0530


IndoStar Capital Finance IPO to open for subscription on May 9: 5 things to note The IPO, the first in FY19, is scheduled to open on May 9 and close on May 11. Anchor investor allocation will be a day prior to the bid/offer opening date: May 8
Tue, 08 May 2018 09:22:24 +0530


Subscribe to Indostar Capital Finance: Aditya Birla Money Aditya Birla Money has come out with its report on Indostar Capital Finance. The research firm has recommended to "Subscribe " the IPO in its research report as on May 7, 2018.
Mon, 07 May 2018 15:34:07 +0530


Avoid Indostar Capital Finance: Choice Broking Choice Equity Broking has come out with its report on Indostar Capital Finance Ltd. The research firm has recommended to "Avoid" the IPO in its research report as on May 4, 2018.
Mon, 07 May 2018 12:49:28 +0530


Rakesh Jhunjhunwala-backed John Energy gets Sebi#39;s go-ahead for IPO The company had filed draft papers with Securities and Exchange Board of India (Sebi) in February and obtained its "observations" on August 27, as per the latest update with the regulator.
Thu, 03 May 2018 13:35:40 +0530


Indian green energy firms eye stock market listings: Sources Adani Green Energy, a subsidiary of Indian trading firm Adani Enterprises Ltd, is expected to be spun out and listed on Indian stock exchanges within the next two weeks, said two bankers familiar with the company#39;s plans.
Fri, 27 Apr 2018 16:32:04 +0530


Lodha Developers to soon file initial papers for IPO, plans to raise Rs 5,500 cr Mumbai-based Lodha Developers has revived its plans to launch an initial public offer (IPO) and will soon file draft red herring prospectus (DRHP) with Sebi.
Thu, 26 Apr 2018 17:20:27 +0530

Client Login
Contact Us
Name
E-mail
Mobile
Message