Financial Planning | Enrichwise

March 25, 2022 Financial Planning, Investment Planning Kapil Jain

Why Should You Plan for Your Child’s Education?

Saving and planning for your child’s education can be a daunting task for many parents. The level of responsibility and the amount of money that one has to save and invest requires a lot of wisdom and knowledge. This blog will look at the need to have a financial plan for your child’s education and […]

February 26, 2022 Financial Planning, Investment Planning, Uncategorized Kapil Jain

What is Value of your time? How to choose between DIY versus Professional? #samjhojaano EP51

What is Value of your time? How to choose between DIY versus Professional? To achieve various life goals and spend a tension-free life after retirement, it is very important to save money as much as possible and invest the money in the most efficient way to accumulate funds for each goal. For savings, you need self […]

February 20, 2022 Financial Planning, Investment Planning, Strategy Kapil Jain

What are the 7 Practical and Powerful SIP Applications for Your Investment Journey & Salaried Employees !!

Speaker – Kapil Jain Investor / Founder – Enrichwise / IIM Gold Medallist / 20+ yrs Stock Market / Fin Svcs / Guitarist.. (Wannabe) Kapil Jain (Director – Enrichwise Financial Services Pvt Ltd) was invited as a Distinguished Speaker on Financial Awareness for Employees of MESSER India on Jan 22. Messer Cutting Systems is the […]

May 10, 2020 Financial Planning, Investment Planning Kapil Jain

What should Smart Investors do tide over this COVID crisis ? (Stocks/ MF/ Banks/Home Loans)

What should investors be thinking in the current crisis Here are some of my thoughts on this… These are Winds of Change .. Some people will build walls while others build windmills. You cannot change the direction of the wind. But you can adjust your sails. So stay alert , stay calm, stay focused and […]

October 27, 2019 Financial Planning, Investment Planning Kapil Jain

How to Achieve Goals? The SMART Way…..

How to Achieve Goals? The SMART Way….. SMART ways to realize goals … (applicable to Life / Health / Financial Planning/ Career …. )

January 2, 2017 Financial Planning admin

Resolve to achieve Financial Freedom in your life!!! #Replug

#Replug Martin Seligman author of ‘Authentic Happiness’ and research psychologist has said that there are three parts to happiness : Pleasures, Engagement and Meaning. Pleasure is the feel good part, the short term happiness of material possessions in life. Engagement refers to good life involving work, friends, family and hobbies. Meaning is using our time […]

November 20, 2015 Financial Planning admin

Resolve to Achieve Financial Freedom in your life!!!!!

Martin Seligman author of ‘Authentic Happiness’ and research psychologist has said that there are three parts to happiness : Pleasures, Engagement and Meaning. Pleasure is the feel good part, the short term happiness of material possessions in life. Engagement refers to good life involving work, friends, family and hobbies. Meaning is using our time and […]

December 20, 2014 Financial Planning admin

JUST SAY “NO” to 7 MISTAKES in YOUR RETIREMENT PLANNING

JUST SAY “NO” to 7 MISTAKES in YOUR RETIREMENT PLANNING 1. Say NO to Horribly expensive traditional life insurance policies like Money Back, Whole Life etc. peddled as investments. Even PPF beats them hands down. They make money only for the agent. NOT for you. !!!! Don’t ruin your future in the name of tax […]

November 7, 2012 Financial Planning admin

Life Cycle ~ Wealth Cycle & Financial Planning

. Many people take no care of their money till they come nearly to the end of it, and others do just the same with their time. – Johann Wolfgang von Goethe Financial planning, thus, is not exclusively about retirement planning or investing or even portfolio management. If distilled to its purest elements, this discipline […]

October 22, 2012 Financial Planning admin

What are Model Portfolios ~ A Financial Planner Tool

. Model Portfolios Since investors’ risk appetites vary, a single portfolio cannot be suggested for all. Financial planners often work with model portfolios – the asset allocation mix that is most appropriate for different risk appetite levels. The list of model portfolios, for example, might read something like this: Young call centre / BPO employee […]

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