1. Income, Health & Asset Protection
Defining goal
Investment planning
Planning for a comfortable & self-reliable retired life.
How to save tax and increase your Income
Wealth Transfer to the next generation
It was a lovely winter morning with bright sunshine. I was jogging with my friend, after the jog we
decided to have coffee.
He asked me a question, what is financial planning and why should one have one?
I was tempted to speak the normal spiel but I chose to answer differently. I told him I will reply to
your questions in reverse order – first I will state why & then what?
I asked him on one simple question to convey my message.
How much money do you require to live your life comfortably (perhaps at current lifestyle levels)
when you retire?
He was stumped. Just to tell you, he is a highly educated man graduated from IIT Delhi, a bright
software engineer working with Oracle.
"Without goals, and plans to reach them, you are like a ship that has set sail with no
destination" – Fitzhugh Dodson
Financial planning simply helps you to put these goals very specifically in paper, quantify them, put a
price tag to each of your dreams, prioritize them, provides a disciplined approach & roadmap for
fulfilling your goals. Once you have embarked upon the financially planned journey, it helps you to
steer & maneuver your plan from time to time to ensure that you are always moving to your target.
I then asked him if this answers his question on "why financial planning is necessary."
Financial planning is an organized way of managing your money to fulfill your dreams & aspiration. A good financial plan will
cover the various aspects:
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2. Why did we choose to do this?
Who we are?
What are we aiming at?
Fincart's Pledge
Founding Team
Advisory Board
Financial Planning
Investment Basics
Product Knowledge
Mutual Fund
Insurance
Loans
Retirement Planning
Tax Planning
Handy Tools
Important Documents
Safe & Secure
Security & Legal
Privacy Policy
Terms of use
Client Agreement
Disclaimer
FAQs
Simple tips as to how one can do your own financial planning. The detailed subject wise readings will be available in
subsequent chapters for each topic.
Why Fincart? Knowledge Bank Security Join Us
Others
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Income, Health & Asset Protection
Define your Goal or Dreams
Investment planning
Retirement Planning
Planning tax and generating better post tax returns.
Estate Planning & WILL
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