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Financial Planning

Women are better savers than men
Nisreen Mamaji of Moneyworks shares her key takeaways from the panel discussion on ‘Wooing women investors’ at the Cafemutual IFA Event 2016.
by Nisreen Mamaji Feb 17, 2016
60% of young professionals rely on employer provided health insurance: survey
Most felt they did not need to buy a separate health insurance cover since they felt their employer-provided cover was sufficient to take care of their medical expenses.
by Team Cafemutual Feb 10, 2016
More than 50% of clients want to be educated about investing and planning: FPA-LinkedIn study
The report shows that three-quarters of clients look to their advisor to provide them some form of education and also to help them make informed decisions.
by Team Cafemutual Jan 16, 2016
Help your clients avoid these 5 mistakes
A whitepaper released by LPL Financial, a research firm based in US, gives insights on how advisors can help investors avoid making wrong financial decisions.
by Team Cafemutual Jan 13, 2016
Got a late start? Run. Run. Run
by Source: Livemint Jan 6, 2016
What financial issues scare your clients the most?
Read on to find out the top four concerns of investors.
by Banali Banerjee Jan 5, 2016
Do not over allocate resources to gold and real estate
by Source: Livemint Jan 2, 2016
Asset allocation: put everything into this exercise
by Source: Livemint Jan 2, 2016
Protection decision comes before investment decision
by Source: Livemint Jan 2, 2016
An emergency fund should be your first investment
by Source: Livemint Jan 2, 2016
Start simple. First, put your cash flows in order
by Source: Livemint Jan 2, 2016
Debt instruments add safety features to your portfolio
by Source: Livemint Jan 2, 2016
How do advisors choose funds for clients?
With hundreds of mutual funds schemes in the market, how do advisors choose a fund for their clients? Read on to find more.
by Banali Banerjee Dec 16, 2015
How to help doctors achieve their perfect financial health
Read on to find out how to help doctors achieve their financial freedom.
by Banali Banerjee Oct 12, 2015
5 important aspects of a review meet
A review meeting is an important part of the financial planning process to ensure that clients meet their goals in a well-defined timeframe. Read on to find out the five most essential elements of a successful review meeting.
by Banali Banerjee Jul 31, 2015