Retirement Planning-1

RETIREMENT PLANNING-1 Retirement is one of the most important life events all of us will ever experience. From both a personal and financial perspective, realizing a comfortable retirement is an incredibly extensive process that takes sensible planning and years of persistence. Even once it is reached; managing your retirement is an ongoing responsibility that carries […]

Retirement Planning- 2

In continuation to my retirement Planning Series, this is second article. If you have not read first pls click here to read first before reading this second one…   Important factors in Retirement Planning of service class: 1. Normal Retirement: The age set forth in a retirement plan for employees to receive full benefits upon retirement. Retirement before […]

How to select Right Mutual Fund Scheme For you..

Mutual Fund Investment Choices based on various factors Investment choices are fundamental to our goals. The choices we make determine where our hard earned money has to be invested. The results are reaped after a period of time, when the investment has procured the desired returns. When we hear the term investment choices we are […]

Train your Kids to Acquire RIGHT Money Habits …

The parents are driven by twin passions: kids and money. Caught between furnishing one and fostering the other, the parents forget that there is also the need to strengthen the bond between the two. BASIC MONEY SKILLS Instead of buying assets and hoarding money to secure your child’s financial future, just inculcate good money habits […]

What Financial Planning is and what it is not?

What Financial Planning is and what it is not? Financial planning is still evolving in our country. As with any new profession, it is therefore liable to fall prey to many misconceptions. It is convenient for investors like you to try and bracket it into a known and familiar service. Here are some of the […]

Tax Saving Vs. Tax Planning

Tax Saving Vs. Tax Planning “All men make mistakes, but only wise men learn from their mistakes.”- Sir Winston Churchill. The above proverb is very much relevant to our daily lives – be it handling finances or even in any other facets of life. Moreover the famous author John C. Maxwell has also quoted “A […]

What you can learn from the world richest about success

What you can learn from the world richest about success BILL GATES : Cofounder and former CEO of Microsoft NET WORTH : $75 billion, Rs 5,11,125 crore LESSON : Focus on a goal. Gates believes in setting a clear goal and working hard towards it. The process includes finding the right measure to track the […]

Common financial Mistakes by Medical Professionals in India

Indian Medical Professionals are among the best in the world and are highly respected in the global community. However, when it comes to money management, most Medical Professionals are making several mistakes. I list major, common money mistakes that most smart, intelligent Medical Professionals commit.   1. Too many loans: Although most Medical Professionals have […]

PlanetWealth Financial Advisors
Phone: +919328190022
First Floor, Modh Mahodaya Bhavan, Opp Chandreshwer Mahadev Temple, Nr. Meghani Circle
Bhavnagar, Gujarat 364001