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Financial Planning

Advisors improve saving behaviour among investors: Study
A research shows that investors who have hired financial advisors save twice the rate of those who are managing their money without any help.
by Banali Banerjee Mar 4, 2016
Why ELSS scores over other tax saving products under 80 C
A primer on the pros and cons of 11 products which qualify for tax deduction under Section 80 C.
by Poonam Bansal Feb 26, 2016
Where do advisors invest their money?
Read on to find out how IFAs invest and manage their own finances.
by Banali Banerjee Feb 24, 2016
85% people consult IFAs for financial planning: Principal Retirement survey
Investment planning, setting financial goals & tax savings are the top three reasons for consulting a financial advisor.
by Banali Banerjee Feb 22, 2016
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