Financial Advisor

Compare Credit Cards in India 2020 – Credit Card Comparison and Apply Online

If you are looking for compare credit cards in India 2020 or credit card comparison in India 2020 or compare credit cards offers, reviews, etc. Then here we are presenting another important article on compare credit cards in India 2020 – 2021 or you can also say credit card comparison in India 2020 – 2021 …

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Best Personal Finance Books for Beginners and Students

If you are a beginner, professional, investors or student and looking forward for list of best personal finance books and textbooks to gain true knowledge on personal finance and how to manage finance under various circumstances, then you are at the right place. Here presenting a list of best personal finance books for beginners and textbooks for students …

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Top 10 Worst Financial Mistakes to Avoid or Common Errors in Financial Planning

Frankly speaking personal financial planning is not everyone’s cup of tea. Even the experts sometimes, make typical mistakes. As hazardous as these mistakes are, they are unavoidable. Anyone who start financial planning is tend to face common financial problems during planning. This common financial mistakes can be avoided when talking step towards it with proper …

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Financial Backup Plan or Emergency Financial Assistance

Financial Backup Plan (Emergency Financial Assistance): Plans are made, structured, documented and weighed with respect to their pros and cons. Then you select the most desirable plan to work with. Also there’s a financial backup plan in case the original one doesn’t work out as planned.  People call it a fall-back option. The financial backup …

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Strategic Planning and Execution of Financial Plan

Introduction to Execution of Financial Plan: Strategic planning and execution of a financial plan often requires discipline and perseverance. Many people obtain assistance from professionals such as accountants, financial planners, investment advisers, and lawyers. Merely defining the objectives is not enough to be successful; you’ll have to accomplish them someday. In this era of instant …

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Your Rights and Responsibilities as a Financial Planning Client

Introduction to Financial Planning Client: Working with a certified financial planner can be highly rewarding and valuable for you and your family. If you’re going to hire a financial adviser for the first time you might have certain questions as to what are rights you’re entitled to and what are your responsibilities as a financial …

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What is Financial Planner? Definition, Scope and How to Become a Financial Planner

Financial Planner Definition: A financial planner or personal financial planner is a professional who prepares financial plans for people. Managing cash flow, retirement plans, investment strategies, financial risk, insurance policies, tax, estate and business succession plans are the criteria or area of expertise of a financial planner. Role of a financial planner is to optimize …

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What is Personal Financial Planning? Definition, Examples, Importance, Template

Personal Financial Planning Definition: Financial management of money by an individual or a family unit is known as Personal finance. The steps involves earning, spending and saving the income by keeping an account of risks involved and future life events. According to the Oxford dictionary, the word ‘finance’ signifies ‘management of money’. Khan and Jain, …

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What is Optimism Bias – Definition, Effects on Financial Decisions

Optimism Bias Definition: Optimism bias is a cognitive bias that makes an individual believe that they will be relatively safer than others if any negative event were to occur. When someone’s subjective confidence in their judgments is reliably greater than their objective accuracy, that person has optimism bias. It is like living in the utopia …

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Key Steps Involved in Personal Financial Planning Process

Personal Financial Planning Process: There are various different goals which everyone think of. One should think of only those goals which are achievable. Now, you should first prioritize your goals by its importance and the period to achieve that goal. If its business or finance, if you follow proper process you get great result. Here …

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