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1 Finance Blog

Discover financial wisdom on our blog for expert insights on personal finance, investing, and money management.

TCS Applicability on Foreign Remittance

Tax Planning

6 min read

TCS Applicability on Foreign Remittance

TCS on foreign remittance ensures tax compliance while transferring money abroad, impacting both individuals and businesses.

Why Will Drafting is the Most Important Piece in Your Financial Planning Jigsaw!

Estate Planning

4 min read

Why Will Drafting is the Most Important Piece in Your Financial Planning Jigsaw!

Discover the importance of drafting a will as a pivotal aspect of financial planning, ensuring that…

Understanding Sector Funds: A Deep Dive into Niche Mutual Fund Investments

Mutual Fund

3 min read

Understanding Sector Funds: A Deep Dive into Niche Mutual Fund Investments

Explore the potential of sector funds as we demystify this overlooked, yet potent, category of mutual…

Who should file an income tax return?

Tax Planning

5 min read

Who should file an income tax return?

Tax season often creates a panicking situation amongst individuals to file income tax return. On the…

Tax Season : Aligning Insurance Choices with Holistic Financial Wellbeing

Insurance

5 min read

Tax Season : Aligning Insurance Choices with Holistic Financial Wellbeing

As we approach tax season, it is imperative to consider the critical link between tax planning,…

ULIP mis-selling: Is ULIP a good investment or a mis-sold product?

Personal Finance

4 min read

ULIP mis-selling: Is ULIP a good investment or a mis-sold product?

Unit Linked Insurance Plans (ULIPs) are marketed as an attractive blend of life insurance and investment.…

Income Tax and Rental Income: A Comprehensive Guide for Property Owners

Tax Planning

5 min read

Income Tax and Rental Income: A Comprehensive Guide for Property Owners

Discover how income tax applies to rental income in our comprehensive guide for property owners, clarifying…

Is Buying a Home a Good Investment?

Investing

4 min read

Is Buying a Home a Good Investment?

Dear Qualified Financial Advisor, My partner and I are in our mid-40s, and after a few…

How to Apply for NPS

NPS

3 min read

How to Apply for NPS

The National Pension System (NPS) is a government-backed retirement savings scheme designed to provide financial security…

7 Out of 10 Indians Dream of Owning Their a House

Personal Finance

3 min read

7 Out of 10 Indians Dream of Owning Their a House

Owning a home is a quintessential part of the Indian dream. A recent study reveals that…

Why We Believe There Are 3 Generations of Wealth Creators

Personal Finance

4 min read

Why We Believe There Are 3 Generations of Wealth Creators

The journey of cultivating, multiplying and accumulating wealth unfolds over several generations, and while it’s certainly…

Why real estate advisory matters more than ever post SC on property ownership and registration

Real estate

3 min read

Why real estate advisory matters more than ever post SC on property ownership and registration

Buying and owning property is one of the largest financial commitments most of us will ever…

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Identify the personality traits and behavioural patterns that shape your financial choices.

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Frequently Asked Questions

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What is financial planning?

Financial planning is the process of evaluating your current finances and making a plan to map your journey to financial well-being.

It involves looking at all aspects of your financial life - income, savings, debt, investments, etc.

The aim is to understand where you stand today financially and then chart a course to get you where you want to be in the long run.

Financial planning provides direction and structure to your finances. It helps you intentionally move toward financial wellness.

The plan equips you to prepare for expected life events like retirement as well as unexpected events.

In short, financial planning bridges your present circumstances to your desired financial future. It gives you a path to follow.

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What are the benefits of working with a financial advisor?

Working with a financial advisor can provide an invaluable perspective on your current situation. With the help of a financial advisor, you can assess your finances holistically - debts, assets, income streams, and more. With this comprehensive understanding, the advisor helps craft strategies tailored to your needs.

A financial plan crafted by a qualified advisor grants you agency over your financial life. It transforms vague anxiety about the future into proactive preparation. With expert guidance, you can map out actionable steps to strengthen your finances over time.

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Why is financial planning important?

Financial planning is important because it provides clarity and control over your finances.

Having a financial plan helps you:

  • Understand where you stand financially today
  • Map out specific steps to improve your financial situation
  • Prepare for major life events like marriage, child’s education, retirement etc.
  • Budget effectively and evaluate your investment portfolio
  • Strategic Tax Planning & Filing
  • Manage and reduce debt
  • Being financially ready for emergencies
  • Creating a will to preserve your legacy

In short, financial planning is essential for financial stability and peace of mind. It gives your finances direction and purpose. With proper planning, you can take charge of your money and build financial security.

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