Tag Archives: Financial Planning

Financial Planning Workbook from NISM ~ An Excellent read

The Financial Planning Workbook has been jointly developed by the National Institute of Securities Markets (NISM) and Financial Planning Corporation (India) Pvt. Ltd (FPCIL) to assist candidates in preparing for the non-mandated Certified Personal Financial Advisor (CPFA) Examination. NISM is an educational initiative by SEBI. It covers various Concept of Financial Planning , Managing Investment Risk ,Measuring […]

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Reliance – 2nd among world's largest value creators

There is a report in Business Standard which mentions many Indian Companies amongst the world’s largest value creators in this decade. The report is here : Mukesh Ambani-led Reliance Industries has been ranked second in the list of world’s 10 biggest ‘sustainable value creators’, companies that have been successful in creating the most shareholder value […]

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"Free Lunch" Seminars—Avoiding the Heartburn of a Hard Sell

. BEWARE —-Investors frequently get invited to free seminars. These seminars make tall promises. To educate  about investing, or profit from home trading strategies or about managing money in retirement. They also provide VIP treatment , sometimes provide an expensive meal at no cost. Please remember that , just because someone buys you breakfast, lunch or dinner […]

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