How I Helped my Client : THE IMPORATANCE OF STARTING EARLY

The client, Mr. Mehta is a 55-Yr old individual, employed with a private sector enterprise. His family comprises of his wife (a homemaker) and a son. Mr. Mehta earns an annual salary of Rs. 10, 00,000; broadly speaking, his annual expenses amount to Rs. 500,000 (Rs. 350,000 towards household expenses and Rs. 150,000 towards travelling/holidays). […]

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 […]

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 […]

Know Your Financial Rights…

We just celebrated our Independence Day, which prompted me to enlist every investors financial rights… Right to know commission paid You have the right to know how much your fund distributor or insurance agent earns from the financial products sold to you. A mutual fund distributor commission, paid by the fund company, is disclosed in […]

Are Investments made in Insurance Policies good enough for Children Education and Retirement?

Are Investments made in Insurance Policies good enough for Children Education and Retirement?   Mr. Pandya(Name Changed to protect privacy) a senior accountant in a leading corporate who attended my Financial Literacy Seminar in his company and approached me for his financial health checkup. On examining his investments and insurances, I found his entire investments […]

How Investments Habits/Experience inherited from Previous Generation are hurting Wealth Creation Process of New Generation?

How Investments Habits/Experience inherited from Previous Generation are hurting Wealth Creation Process of New Generation?   I have observed that many of new generation Investors are following parents and grandparents while Making Investment. For E.g Investing into Bank FDs OR Investing into Various Small Savings and Post Office Schemes. When asked why, answer would be- […]

Know Your Financial Rights

We just celebrated our Independence Day, which prompted me to enlist every investors financial rights… Right to know commission paid You have the right to know how much your fund distributor or insurance agent earns from the financial products sold to you. A mutual fund distributor commission, paid by the fund company, is disclosed in […]

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