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 […]

A Primer on New Pension Scheme

New pension scheme (NPS): The NPS is the new voluntary contributory pension scheme introduced by central government.   Citizens of India will now have an option of securing their post-retirement life with new pension scheme established by the government under the pension fund regulatory and development authority. (PFRDA) The scheme has come in to effect […]

How to download EPF passbook

The Employees Provident Fund Organisation (EPFO) has initiated a facility, which allows an EPF subscriber to download the EPF passbook using his UAN (Universal Account Number). This facility allows EPF subscribers to download and save their EPF passbook and review the entries made over a period of time. Register on the EPFO portal The subscriber […]

A primer on Bucket Strategy for Retirement Fund Management..

How to Use the Bucket Approach to Make Your Retirement Savings Last The idea is to set up three or more buckets with different asset classes and different time horizons for liquidating the funds. It will stretch your money over a longer period. Years ago most retirees could rely on pension income from a former employer for […]

Property/Asset Rich – Cash Poor

Are you Property/Asset Rich – Cash Poor ? During my interaction with Investors and Clients, I keep on coming across cases where investors are Crorepati (From Net worth Point of view) but have taken personal loan @ 15-18% to finance their Financial Goals and ongoing expenses and that too with high paying government Jobs.   […]

What to do in current Equity Market Conditions?

What to do in current Equity Market Conditions?   Markets are down and volatile since mid January this year after a bumper calendar year 2017. The Major Reasons/Factor for this are ; 1. Markets typically price 1-2 years forwards company earnings and due to higher liquidity i.e more funds getting invested into Equity markets, markets […]

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