Financial Advisor

Top 10 – Best Personal Finance Blogs in India 2019

4.9 / 5 ( 9 votes ) As soon as Make in India has catch-up, financial blogs India is on a gear. After analysing we are publishing a list of “Top 10 – Best Personal Finance Blogs in India 2019-2020” who are really participating in spreading the knowledge on finance and making people aware of …

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International Virtual Credit Card – Meaning, Benefits, Create VCC Free – Generator Online

5 / 5 ( 10 votes ) There are times where you need virtual credit card in India or international virtual credit card for online payments. Here in this post we will discuss about what is a virtual credit card?, what are the benefits of VCC,  how to create a virtual credit card and how …

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Compare Credit Cards in India 2019 – Credit Card Comparison and Apply Online

5 / 5 ( 32 votes ) If you are looking for compare credit cards in India 2019 or credit card comparison in India 2019 or compare credit cards offers, reviews, etc. Then here we are presenting another important article on compare credit cards in India 2019 – 2020 or you can also say credit …

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Best Personal Finance Books for Beginners and Students

4.9 / 5 ( 19 votes ) 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 …

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

5 / 5 ( 6 votes ) 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 …

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Financial Backup Plan or Emergency Financial Assistance

5 / 5 ( 5 votes ) 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 …

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Strategic Planning and Execution of Financial Plan

5 / 5 ( 8 votes ) 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 …

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Your Rights and Responsibilities as a Financial Planning Client

5 / 5 ( 3 votes ) 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 …

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

4.8 / 5 ( 5 votes ) 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 …

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

5 / 5 ( 10 votes ) 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’ …

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What is Optimism Bias – Definition, Effects on Financial Decisions

5 / 5 ( 7 votes ) 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. …

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Key Steps Involved in Personal Financial Planning Process

4.9 / 5 ( 15 votes ) 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 …

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Determine Financial Goals – Assessment, Budgeting and Goal Setting

5 / 5 ( 10 votes ) Are you looking forward for the answer on how to set goals or how to determine financial goals or how to achieve your goals in life or important guidelines in setting financial goals? Then here in this financial planning e-learning tutorial chapter we are going to learn step …

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What is Financial Planning? Definition for a Business, Individual with Examples

5 / 5 ( 22 votes ) Financial Planning Definition: Financial planning defines as the process of evaluating an individual’s current financial status and coming up with an effective strategy to meet the life goals. These life goals vary from an individual to another. In order to accomplish these goals, it is important for an …

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