What is Risk In Investing? How To Manage…

It’s never a choice between whether to take a risk or not to take the risk but the real choice in front of investor is to whether to take a risk now and grow wealth or differ risk later and lose the purchasing power of your money.

10 Smart Personal Finance Tips For 2016

  We are reaching towards the end of 2015 and as you step into a new year you will be making some new resolutions. It may be a career change, a house to buy, a vacation for family and others. While making such resolutions, most of the time, personal finance is left behind. It still […]

Why 2016 will be difficult, but you should not panic

undsIndiaAdvisor Views: Why 2016 will be difficult, but you should not panic Vidya Bala, Head – Mutual Fund Research It is less than a month since 2016 began, and the equity markets are already down by close to 6 per cent year to date. With this, the markets have corrected 13 per cent since the […]

What to expect from my services as Financial Planner ?

What Is Financial Planning? Financial planning is the process of: Understanding your financial goals; knowing when you will need to use your money, and what you will be using it for. Then laying out a plan of action with specific steps you need to take to achieve those goals. To give good advice a financial […]

Six ways to leak-proof your budget

USE BUDGETING APPS OR ENVELOPES Most budgets spring a leak because they are not implemented well. To account for each paisa, you need to track your expenses under various heads and reconcile these with your income. So, note down all your expenses in a diary or on your mobile, and do it consistently. You could […]

Do You Need A Financial Advisor?

Do You Need A Financial Advisor? If you do your own investing, have you ever wondered whether you should turn things over to a professional advisor? This article attempts to shed some light on this topic and provide you with some things to think about so you can make the best decision.   When the […]

Common FInancial Mistakes/Biases and How to overcome -Confirmation / Selective Bias – In Search of Supporting-Only Information

Confirmation / Selective Bias – In Search of Supporting-Only Information Confirmation bias (also called confirmatory/Selective bias) is a tendency of people to favor information that confirms their preexisting beliefs or hypotheses. People display this bias when they gather or remember information selectively, or when they interpret it in a biased way. The effect is stronger […]

When should you change your financial services provider?

Is your stockbroker charging you too much? Has your financial adviser saddled you with expensive investments that are not helping you reach critical goals? Is your health insurance policy low on benefits and high on premium? Maybe it is time you considered switching financial service providers. Thanks to changes in the financial services arena, shifting […]


This is the case of an individual who was 65 years of age, and had already retired and wanted to plan for cash flows for the rest of his life… So, what was his main wealth planning objective? – To invest his corpus of Rs. 1.50 crore, so as to meet his expenses of Rs. […]

Financial Planning for Medical Professionals..

The medical profession is held in awe and respect across the globe. It is a noble profession as Medical Professionals try to heal sickness, diseases, treat physical and mental trauma. Acquiring Medical Professional degree is result of years of hard work in academics, many years of training and spending huge sums of money. Usually a […]

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