Is there a secret formula to create a good financial plan? Vivek Shah, Founder & Chief Emotions Officer, Finrise, believes so. His secret is a pyramid style of financial planing, with all major needs occupying different levels of the pyramid. Shah was speaking at the ET Wealth Investment Workshop held in Ahmadabad on March 8.
The first level of the financial planning , according to Shah, is documenting all your investments and important papers. He believes that before making a fina ..
