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Low income, unplanned decisions and unrealistic goals are relatively common among middle-class households. When SEBI registered fee-only financial advisor Preeti Zende discussed the budget for a few with kids, many readers were in disbelief – how can we invest such a lot for such financial goals? Preeti Zende may be a SEBI Registered investment adviser (RIA) and Fee-only Financial Planner based in Navi Mumbai India. She is an Associate of Insurance Institute of India (AII) and features a post-graduate Diploma in Business Finance from ICFAI university. She also holds a Masters’s degree in Commerce from Pune University. Preeti was related to the Insurance and Finance industry for long and having experience in both administration and marketing of monetary products. She had worked as a Medical and Nonmedical Underwriter and was heading a top quality check team in Reliance life assurance...

Novel Coronavirus (COVID – 19) has brought about an unprecedented situation before the whole world. Leaders, policymakers, scientists and economists across the world have numerous puzzles to solve before them. Best economies and stock markets across the globe have taken a hard hit in the last few months. In light of this, what should a Mutual Fund investor know and decide? 1. Economic slowdowns and crash in markets are normal and usual. With any event, such as the COVID-19 pandemic, which effects the world at large, it inevitably leads to a slowdown. However, this is just  a phase . 2. This phase might last from 1 year to 3 years depending upon the severity of the situation. Most world leaders including Donald Trump had not considered the impact of the pandemic seriously for a long time. Hence, nothing can be said with certainty about till when the slowdown will last as its overall  negative impact  on the economy is still merely a matter of economic predict...

Before we deep dive further to understand why do you need a financial planner, answer this question. While going on a flight or a train, did you ever go to the pilot or loco driver and said that you today you will be in the cockpit or run the train? It’s no point waiting for your answer. These are the specialist jobs & you aren’t trained for them. Similarly, when it comes to  financial planning  we all think that since we earn money, so we know how and where to park it for future use. But, hold on, this is far from reality. Earning and managing money are two altogether different aspects.  Y ou need a specialist as it’s a complicated world and he is called a  certified financial planner .  Financial planning is not as simple as it seems. Sound  financial planning and a certified financial planner  are the same sides of a coin! So let’s understand how a  financial advisor in jaipur  helps you with  financial planni...

Historically, the India SENSEX reached an all-time high of 42,273.87 in January 2020. However, it lost 16,292.63 points or 38.5% since then when it recorded it its lowest value of the quarter on 23 Mar at 25,981.24. In the month of March 20, it recorded its second double-digit fall of -13.15%, after it recorded the first double-digit fall of -10.96% on 24 Oct 08. On March 20, it also recorded the other two highest falls so far from -8.18% and -7.96%. Nevertheless, the question remains whether the investor wants to catch the falling knife? For an investor, a falling knife is a sharp drop in the market. However, the bottom and the duration of the drop is not known to him. Therefore, the investor uses the falling knife with caution and does not invest in the market during a drop. A careful study of the 25 major Sensex drops since 2006 reveals a positive outlook for the investor to capitalize. He must carefully study the fall and not form a biased opinion due to the large points chang...

Financial planning helps you identify your short and long-term financial goals and make a balanced decide to meet those goals. Here are ten powerful reasons why financial planning – with the assistance of an expert financial advisor – will get you where you would like to be. Income: It's possible to manage income more effectively through planning . Managing income helps you understand what proportion money you will need for tax payments, other monthly expenditures and savings. We can invest our saving part of income in mutual funds through  mutual fund advisor . Cash Flow:  Increase cash flows by carefully monitoring your spending patterns and expenses. Tax planning, prudent spending and careful budgeting will assist you keep more of your hard-earned cash. Capital: a rise in income , can cause a rise in capital. Allowing you to think about investments to enhance your overall financial well-being. Family Security: Providing for your family's financial securi...