Financial Architects for our Clients!

KNOWLEDGE BASE

In-House Webinar Material

15th

Apr 2023

Introduction to Financial Planning

Covers generic best practices related to Financial Planning

23rd

Aug 2023

Financial Products Overview

Covers various asset classes and the importance of asset allocation

18th

Nov 2023

Retirement Planning

Covers interesting aspects for peaceful retirement planning

20th

Feb 2024

Life Insurance

Covers Do's and Dont's on Life Insurance

27th

Mar 2024

Financial Plan Overview

Answers frequently asked queries on Financial Plans

29th

May 2024

Common Financial Planning Mistakes

Based on Real-Life Case Studies

28th

Sep 2024

Reverse Mortgage Overview

Is this for you?

13th

Jan 2025

FIRE - Financial Independence Retire Early

Achieve financial freedom early in life!




Sample Documents for Financial Plan

N/A

Sample Data Sheet

Data sheet used as input for the Financial Planning process

N/A

Sample Financial Plan

Plan shared with clients at the end of the Financial Planning exercise




Other Articles

3rd

Jun 2021

Investment Ideas for Beginners

As the name suggests, a good read for beginners

7th

Jul 2021

Financial Literacy for Youngsters

Financial Planning for young investors. Authored by SEBI

15th

Sep 2021

NRI Tax

For all NRI's who are looking to invest in India

2nd

Oct 2021

Active and Passive Investing

Dwells upon different styles of investing

25th

Oct 2021

Equity Investment Basics

With the stock market near all-time highs, definitely a must-read for beginners

15th

Dec 2021

Know your Regulators

Read this to know the entities governing the investing ecosystem