Financial Planning

70 percent of Indian parents want to invest for their child’s education: HSBC study
Financial advisers say that clients consider child education as a key financial goal.
by Nishant Patnaik May 23, 2014
Ameriprise Financial shuts its financial planning division in India
The company has cited poor prospects of growth in fee-based advisory services for shutting down its operation.
by Team Cafemutual May 5, 2014
‘Our aim is to educate and empower financial planners’
B. Srinivasan, President of Council of Financial Planners talks to Cafemutual about the origins of this association, its activities and its future plans.
by Ravi Samalad Mar 29, 2014
How to diversify smartly?
Diversification appears straight forward but has many nuances to it. Here's how to get it right.
by Content Team, Fundsupermart Jul 11, 2013
FPG is an exclusive club of financial planners: Suresh Sadagopan
Suresh Sadagopan, President of The Financial Planners Guild, India talks about the association’s objective, future plans and more.
by Nishant Patnaik Jun 17, 2013
Life cycle planning
While working on a comprehensive plan for your clients, it is important to factor in all aspects of life cycle.
by Nishant Patnaik Apr 26, 2013
Making the annual review work for your clients
Dilshad Billimoria of Dilzer Consultants explains the importance of annual review with your client.
by Dilshad Billimoria Mar 30, 2013
Only empowered advisors can empower consumers: Rajiv Bajaj
Rajiv Bajaj, Sundeep Sikka, Anup Bagchi, Suresh Mahalingam and Pankaj Mathpal shared their views at the FPSB Financial Planning Congress on the topic ‘Aiding Business Progression through ‘Consumer Empowerment’. Edited excerpts…
by Team Cafemutual Jan 17, 2013
Network FP Annual Conference 2012 gets bigger and better
Network FP Annual Conference modeled on the popular FPA conference held in USA ends on December 7th.
by Team Cafemutual Dec 5, 2012
Don’t be fooled by averages
Go beyond statistics and look at the processes and approach in selecting funds for your clients, says Amit Trivedi.
by Amit Trivedi Nov 20, 2012
‘Endowment Plans are not bad’
D V Suresh of DVS Consulting says that surrendering an endowment plan just because it gives lower returns is not a good idea. He says that endowment plans can be safely considered as debt component in the asset allocation, instead of asking the client to surrender.
by D V Suresh, DVS Consulting, Hyderabad Aug 7, 2012
CFP group in Kolkata takes to the streets
The campaign receives a positive response, as prospects discuss their financial needs with planners.
by Pallabika May 22, 2012
Should you recommend five-star rated funds?
Distributors should do their own due diligence and not merely recommend top-rated funds.
by Ravi Samalad May 21, 2012
Formulating a financial plan for businessmen and SME owners
Maintaining wealth, providing for retirement and a comprehensive succession plan are the key elements of financial planning...
by Arpan Laha May 15, 2012
Your clients overlook liquidity at their own peril
Harish Rao of Simple Equation feels that liquidity is the most important attribute that is unfortunately often overlooked in investment selection.
by Harish Rao Apr 9, 2012