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Financial Planning

5 benefits of adopting the financial planning model
The business of financial product distribution has a varied set of professionals known as financial planners, IFAs, distributors or sub-brokers all of whom follow different business models.
by Ravi Samalad Sep 11, 2011
‘Articulating goals and facilitating their attainment is our be-all and end-all'
In a market which lost a whopping 8% in a single month, Sumeet Vaid of Ffreedom Financials has added 40 clients. This is what differentiates a financial planner from a distributor
by Ravi Samalad Sep 5, 2011
Comprehensive checklists before you recommend a fund or construct a portfolio
Before we recommend a fund, construct or review our client’s portfolio, Here’s a comprehensive checklist prepared by Shifali Satsangee of Funds Vedaa
by Shifali Satsangee Sep 4, 2011
A well-diversified portfolio is the key to safer, rewarding investing
Arnav Pandya explains how your clients’ investments can be successfully diversified to gain the maximum out of it, without making the portfolio risk-prone
by Arnav Pandya Jun 13, 2011
Importance of risk profiling
It's not the market levels but your client’s risk appetite that matters!
by Dhanashri Rane Dec 30, 2010
Asset Allocation
Find out how asset allocation can help determine the success of your clients
by Khozema Dhanerawala Dec 11, 2010
Setting goals is the key
Financial goal setting is an integral part of the financial planning process and doing it well can help you differentiate from others
by Arnav Pandya Dec 5, 2010
Rebalance client portfolios
Rebalancing client portfolios periodically ensures that the asset allocation of the client stays on
by Khozema Dhanerawala Nov 8, 2010
Financial planning - do's & don’ts
Essential rules of financial planning made clear by Khozema Dhanerawala
by Khozema Dhanerawala Oct 20, 2010