Investment and Money Matter

File for ‘Financial Planning’ Category

Drive money, don’t let money drive you

Posted by: amitsethi0123@gmail.com in: ● July 7, 2009

We tend to see lakhs and crores worth of assets owned by our employers and companies, whose shares we hold. But when it comes to our own assets, leave aside crores, most of us don’t even see a few lakhs worth of assets and we have already reached middle age. Wondered why?
Life is such that [...]

Some Do’s and Don’ts of investing

Posted by: amitsethi0123@gmail.com in: ● July 7, 2009

Planning ahead, keeps you ahead. Before you start investing here are some integral issues that you should think through in order to maximize your investments.
Many of us delay the process of investing either for the fear of choosing the wrong investment option or thinking that we do not have enough money. First of all, it [...]

Select insurance as you would select your life partner

Posted by: amitsethi0123@gmail.com in: ● July 7, 2009

When one thinks of marriage, his/her parents look for a few basic qualifications in the match.
1. A good family background and their reputation in the society.
2. The individual’s traits - honesty, intelligence, professional qualifications and future job prospects/ earning capacity.
Buying an insurance policy too is truly a lifelong relationship. There are a few characteristics that [...]

Choose right team of financial advisors

Posted by: amitsethi0123@gmail.com in: ● June 29, 2009

Like we tend to say, ‘let’s get to the root of a problem and fix it in totality’. The same applies to our investments and financial planning. We all want to own the best products in our portfolio but as it turns out, the reality is actually far from it. We then hold destiny and [...]

New Fund Offer: 5 points to note before you invest

Posted by: amitsethi0123@gmail.com in: ● June 29, 2009

Don’t fall for the “at par” hype and go for a MF new fund offer. It may not suit your investment objective or your risk profile at all.
Secondary market in equity is in the midst of a historic time period. It is creating new highs practically every other day. Investors are making huge profits. The [...]

Shock proof your portfolio

Posted by: amitsethi0123@gmail.com in: ● June 23, 2009

While most of us were spending sleepless nights mulling over the world wide slide in equity markets, and the deep gash its left on our portfolios, a few smart investors have been going about their life as usual. They take comfort in the fact that their investment portfolio is adequately insulated; that the greatest determinant [...]

Financial Planning: Get Set Goal

Posted by: amitsethi0123@gmail.com in: ● June 23, 2009

When you are ready to create your financial plan, the first step you must take is to figure out what you want from your money. In this process, something we often forget is that our hearts are as important as our heads, and our feelings are as valid as our facts.
When we sit down to [...]