Pension Schemes
by Pension plans are a good way to secure your finances post-retirement. In India, there are several pensions plans available, and you can choose to invest …
Category: Management Notes
Management Notes of Various Universities across india
Retirement planning process
Financial planning is a process of setting objectives vis-à-vis your current income. It involves assessing your currents savings and assets, estimating future financial needs, and …
Golden Rules of retirement planning
Plan for more than you need When it comes to retirement planning, you need to evaluate how much income you will need at the time …
Retirement Planning, Need, Principles and Objectives
Retirement Planning, Need, Principles and Objectives
Asset Allocation, Importance, Asset allocation Pyramid
Asset Allocation, Importance, Asset allocation Pyramid
Classification of Assets
Assets Mostly assets are classified based on 3 broad categories: Traditional assets The “traditional” asset classes are stocks, bonds, and cash: Stocks: value, dividend, growth, …
Risk returns characteristics of assets
In asset allocation planning, the decision on the amount of stocks versus bonds in one’s portfolio is a very important decision. Simply buying stocks without …
Factors involved in Asset allocation
Asset allocation refers to an investment strategy in which individuals divide their investment portfolios between different diverse asset classes to minimize investment risks. The asset …
Principles of Asset Allocation
Risk is not the same as volatility The first principle is that ‘volatility’ is not ‘risk’. Volatility is backward looking and measures an asset’s variability …
Comprehensive Financial Plan, Financial Blood Test Report
A comprehensive financial plan involves a detailed look at your current financial situation, a discussion of financial goals and the development of a plan and …
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