Goal Based Financial Planning

Beginner’s Guide to Goal based Investing

Listen to This Podcast if you enjoy Auditory Learning. What is goal based financial planning? Goal based financial planning is where you take your goals and use them as the guiding principles to map out your entire financial future. Before we get into the details, let us first understand what goal based planning is. Goal […]

Post Retirement Investments Options

Post Retirement Investments Options : Investors who have retired can invest their retired corpus into following investment options based on their income requirements and Tax Situations ; 1. Senior Citizen Savings Scheme (SCSS) The Senior Citizen Saving Scheme allows you to invest your hard-earned retirement corpus in a safe product and offers the benefit of […]

9 Simple steps to achieve financial freedom

Achieving financial freedom requires much foresight and smart planning. It requires not only clever planning and management of income and expenses, but also a bold and frank approach to various situations. However to act prudently in various situations, primarily you have to consider the advice of your family members. Here are some very simple tips […]

Real Estate Ragulator Bill to make Buying of real estate Easy

NEW DELHI: A bill seeking to regulate the real estate sector, bring in transparency and help protect consumer interests was passed by the Rajya Sabha today. Moving The Real Estate (Regulation and Development) Bill, 2013 for consideration and passage, Urban Development Minister M Venkaiah Naidu said it aims to protect the interests of buyers and […]

Investment Mistake to Avoid – Anchor Bias

Anchoring or focalism is a cognitive bias that describes the common human tendency to rely too heavily on the first piece of information offered (the “anchor”) when making decisions. During decision making, anchoring occurs when individuals use an initial piece of information to make subsequent judgments. Once an anchor is set, other judgments are made […]

All about investing in Mutual Funds Direct Plan

From 1st of January, 2013 you have the option of investing in the Direct Plan option of any of the existing schemes of mutual funds. What does that mean? Basically as the word direct implies, under this option you deal directly with a mutual fund without any intermediary or third party like a distributor, agent, […]

Common Financial Mistake : Endowment Effect

Holding on to what you have is a financial mistake which very few people understand and acknowledge. People generally tend to overvalue what belongs to them relative to the value they would place on the same possession or situation if it belonged to someone else. This is called the endowment effect. For example, a person […]

Common Financial Mistake : Buyer Remorse

If you have a tendency to spend money on buying things which you do not really require but end up buying them only because there is a discount available, or because there is some scheme, or because something is available with it for free, then you will suffer from buyer remorse. That is so because […]

Debts can be as risky as Equity

Majority of Investors Define risk as Loosing capital during my interactions in Financial Literacy workshops. Corporate credibility, interest rate environment and inflation can eat into your returns or even make them negative There are people, who avoid equity markets thinking these are gamblers dens. And, feel debt investing is safe with no risk, and that […]

Attention NRIs : When Foreigners are Lining up to take advantage of Most Stable and amongst top growing economy of India, Should NRIs not be part of it ?

Investments by NRIs can be made either on a repatriable or non-repatriable basis As we all knoe foreign portfolio investors consider India as one of the best growing economies and hence attractive from an investment standpoint, NRIs too can benefit from a growing ‘home country economy’ by investing in India. Taking the mutual fund route […]

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PlanetWealth Financial Advisors
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Phone: +919328190022
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Bhavnagar, Gujarat 364001