What is the role of Financial Planner in your life?

For everything to move, it requires navigation. Financial Planner plays a vital role of navigator in your life provided you agree to have one and allow yourself to get along with him.

Why it is important to strike a balance between different assests?

Risk investments are very much sensitive to market sentiments which react to volatility of market favorably. One has to develop the ability to withstand the shock of uncertainties of market.

What is assest allocation?

Asset allocation is an investment strategy that aims to balance risk and reward by apportioning a portfolio's assets according to an individual's goals, risk tolerance and investment horizon. The three main asset classes - equities, fixed-income, and cash and equivalents - have different levels of risk and return, so each will behave differently over time.

What is CFP?

The Certified Financial Planner designation is awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements. Individuals desiring to become a CFP professional must take extensive exams in the areas of financial planning, taxes, insurance, estate planning and retirement.

What is Estate and Wealth Creation?

Estate is a thing, or a property which allows the survivors to inherit, that is,it is being passed on from one generation to another generation, whereas, Wealth Creation is done and grows gradually by doing persistent effoets over a longer period of time during one's life time.

Should we have Mediclaim Insurance?

Having health insurance is important for several reasons. Uninsured people receive less medical care and less timely care, they have worse health outcomes, and lack of insurance is a fiscal burden for them and their families. Moreover, the benefits of expanding coverage outweigh the costs for added services.

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