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What is the concept of financial planning?
Why is a financial plan required?
What is meant by risk – return profile?
Where can I invest my savings to get the desired returns?
Who can draw up my financial plans?
Why do I need an insurance?
What is Fee-for-Service financial planning?
What are the elements in financial planning process?
Who is a Financial Planner?
What is the importance to have a financial planner?
How do you advice on saving money effectively?
How to compensate a financial planner?
What is a time horizon?
What are the benefits of financial planning?
Why do I need insurance? How much do I need?
How much Sum Assured or cover should I take in an insurance plan?
Are life insurance plans eligible for tax benefits?
What should I look for in an insurance company?
Why is term insurance better than any other life insurance policy?
How do I maximize my returns and lower risk?
What is the minimum amount I need to invest in a mutual fund?
What is asset allocation and how does it work?
When should I start my financial plan?
Why should I purchase life insurance coverage on my children or my spouse?
Why is goal setting important?
Why do I need health insurance?
Is insurance cover a part of financial planning?
What is KYC?
NRI can invest in Mutual funds?
What is the difference between savings and investing?
I'm a student. I want to invest money in mutual funds but I don’t know its basics. How do I invest?
Is demat account necessary to register KYC? Any online option to register KYC?
Planning for an investment in Mutual Funds/ Stocks with an estimated amount of INR 25 Lakhs. I request you to kindly advise on the same. As an NRI do I have to face any restrictions while making the payments from my NRI account?
What is the next step after preparing a financial plan?