The Financial Thumb Rules

The Financial Thumb Rules THE 3% RENTAL YIELD RULE A property you own should generate an annual rental yield of at least three per cent of the property purchase cost.  For example, if property costs Rs 50 lakh, your annual rent should be at least Rs 1.5 lakh. This is a loosely…

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How to Selecting a Financial Advisor?

How to Selecting a Financial Advisor? 1. Understanding your needs  First understand what you want out of a Financial Advisor.  Different investors have different preferences - Risk Tolerance, Time Horizon, Return Expectations etc 2. Talk to others one of the best ways to find po…

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A SPECIAL FEES OFFER FOR FINANCIAL PLANNING..!

A SPECIAL FEES OFFER  FOR FINANCIAL PLANNING..! AVAIL 80% OFF FOR FINANCIAL PLANNING Make use of this Special and Rare Opportunity. Also guide you for Goal Calculator and Crorepathi Calculator  Mr. S.RAJASEGARANE - 98943 18881 Chartered Financial Planner (CFP) CEO WISDOM WEALTH CON…

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Financial Wellness Cinematic: Investing lessons from movies.

Financial Wellness Cinematic: Investing lessons from  movies. Mr. Sourabh Jain’s first book narrates financial concepts such as the importance of goal-based planning, behavioural science, investment discipline and so on in a cinematic way. Kolkata MFD Mr. Sourabh Jain’s laun…

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Financial Planning : Assets Vs Lliabilities..!

Assets Vs Lliabilities Your assets and liabilities: The amount of assets—items of value—you hold, is a precise indicator of your current and future financial position. Assets tend to add to your income (either now or in future) example investments—in gold / silver, fixed de…

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Husband and Wife Both lived happily ever after, Only maths died. How?

Husband and Wife Both lived happily ever after, Only maths died. How? Husband borrowed Rs.250 from wife After a few days he again borrowed Rs.250 Seeing some money in husband's bag, she asked husband to return the money. When asked how much, wife said that he owes her Rs.41…

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7 Best Steps to Creating a Smart Financial Plan

7 Best Steps to Creating a Smart Financial Plan We face several hurdles when it comes to creating a smart and workable financial plan. Questions arise about how to start, where to start and what to do, and facing those questions can be scary. But, if you are focused and disc…

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Path To Profit Coming to Chennai on 30 Nov 2019

Path To Profit Coming to  Chennai on 30 Nov 2019  With more than 300 Path To Profit events successfully held across India and more than 20,000 people benefited, Path To Profit as a programme has gained momentum with each event. We believe Path To Profit gives us an opport…

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Financial Lessons from Maharashtra

Financial Lessons  from Maharashtra Financial Planning

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Chennai 2019 Financial planning Training MSME Paid Class

Financial planning Training MSME Chennai 2019 Company and Individual financial planning training MSME Chennai November 22, 2019 Fee Rs. 7,000 (including GST) Pre-registration is Must Things to learn ..! Types of Investments Investing in Bonds Stock market Mutual Fund Life insurance Inco…

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Investors / Customers without financial advisor in the last 2 years, What unfortunately planned?

Investors / Customers without financial advisor in the last 2 years, What unfortunately planned?  Investors / Customers without financial advisor in the last 2 years, unfortunately planned  a trip via cox and kings on a Jet Airways flight  and invested in PMC Bank Fixed deposi…

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In last 10 years, 10 major reason for degradation of financial situation of a Indian family..!

In last 10 years, 10 major reason for degradation of financial situation of a Indian family..! 1. Everyone in family owns smart phone 2. Vacations under social pressure 3. Buying a car as a status symbol 4. Avoiding home made food and unnecessarily eating out on weekends 5. Bran…

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