Financial Planner

With so many fee-based advisors in the market, here’s how to separate the genuine planners from the salesmen.

Moneycontrol & MIRAE ASSET Mutual Fund Present Passively Proactive with Swarup Mohanty

[Partnered] Moneycontrol & MIRAE ASSET Mutual Fund present Passively Proactive - a series of engaging & informative episodes that will take a deep dive into the world of passive investing.

Lessons from ‘Indian Matchmaking’ for women to take charge of their money matters

Women must take care of their money when they get married and set the right expectations for the spouse

Automatic for the people: The future of investment advice

Robo-advisors can give you an automated, personalised investment plan, pick the right funds to build your portfolio and monitor your investments, all at a fraction of the cost of a human advisor

Meeting a financial planner for first time? Here is a checklist

Visiting a financial planner, for the first time, is not something that is easily achieved.

How to choose a financial advisor?

The extent of value addition that an expert advisor adds to a client‘s financial life goes beyond just suggesting investments towards various financial goals.

Beware of theses myths related to financial advice

Financial advice is a must for most individuals. It is better to steer clear of the myths surrounding financial advice.

Your stocks: Investment ideas by market experts

Watch the interview of Shahina Mukadam who shared her readings and outlook on specific stocks and sector & Nikhil Kothari, Director and Chief Financial Planner Etica Wealth management Pvt Ltd answered few personal finance queries.

Do star planners better your money matters?

Your advisor has to be your trusted friend over time to who you turn to in times of confusion. He should be able to keep a level head in times of uncertainty and help you focus

Opting for money coaching can improve your money matters

Financial advisors can help you identify goals, prepare for these goals and achieve these goals. They also make the process less stressful.

Personal Finance websites v/s Financial Planners

Financial Planning is a process that involves much more than playing with numbers listed in the data sheet.

Checkout Mashruwala's tips on short-term investments

Gaurav Mashruwala, Certified Financial Planner answers queries on presonal finance with Sumaira Abidi and Hemant Ghai in an interview on CNBC-TV18.

New year financial resolutions for 2014

You should avoid using Credit Cards and try using Debit Cards. Credit Card should only be used incase of emergencies such as hospitalization. If you use your Credit Card, make sure you pay the dues within 45 days.

Investment strategy for the volatile market

With the current market situation, people have been mulling over whether to stop their SIP and some have already stopped

All you should to know about extending your PPF account

Gaurav Mashruwala, certified financial planner, says one cannot contribute to a PPF aftre 15 years, but only withdraw from the same.

What do you need to know about your financial planner?

Kartik Jhaveri, Director, Transcend Consulting told CNBC-TV18, "All good financial planners and who have really doing a good financial planning practice will have either an engagement letter or some sort of an agreement or a consulting agreement or an engagement agreement or whatever they call it.

Should you invest in gold even at current levels?

According to Gaurav Mashruwala, all the asset classes like debt, equity and gold should be part of one‘s portfolio.

Know the importance of choosing the right financial planner

Suresh Sadagopan of Ladder7 Financial Advisories explains the need to choose the right kind of financial planners. He also stresses on their importance even in a layman's life and how such experts are not just meant for the elite.

Find out: Differences between financial planners and agents

Ronak Morjaria of apnapaisa.com explains the differences between financial planners and agents. He elaborates the importance of financial planners to be be financially sound.

TDS for immovable properties comes into effect

Financial advisor and writer Arnav Pandya talks about the new provision of tax deduction at source (TDS) for transfer of an immovable property. He discusses several conditions related to this provision.

5 points you must know before investing in Global funds

Many investors in an aim to diversify their portfolio across geographical boundaries invest in global funds. While it is a healthy to diversify but it is equally vital to know the risk involved in it. Read this space to know about the risk involved in a Global Funds?

Legal heir or nominee: Who will inherit your assets?

Is it enough to appoint nominees for your assets or do you still need to make a will? Gaurav Mashruwala, Certified Financial Planner clarifies that you need to have both.

Build your financial life book

As Financial Planners, we deal intricately with the financial lives of many individuals and families.

The ten financial commandments for all seasons

This is not a pontification by any stretch of imagination. What I seek to deliver is a bunch of simple, ready-to-use tips which will apply possibly to each one of us, irrespective of the year we are in.

Consider a financial planner, not sales agent

A financial planner is important to take care of your financial requirements, so that you will be able to invest right to realize your short and long-term goals. The financial goals in a person’s life can range from anything including saving for a holiday trip to education and marriage of your kids.