Personal Finance Category
Module 01
Financial
Foundation
Ensures your financial foundation is robust to deal with financial unsuitability.
Module 02
House Purchase Planning
Learn how when is the right time to buy a home for yourself and your family.
Module 03
Debt Management & Credits
Covers the lesson to ensure you can handle your loan and use your credit option wisely.
Module 04
Financial Goals & Mindset
How to secure your financial future & have the correct financial mindset in 360-degree
Module 06
Wealth Building
Covers all the lessons regarding investing, risk-return and Investment Technique.
Module 07
Tax Planning
Covers lessons to plan your taxes wisely and introductory lessons on tax filing.
Module 08
Estate Planning
Guide on writing WILL so that you can pass your legacy smoothly.
Who is this for?
With plenty of personal finance information on the web, you may need pin-pointing information.
Step by Step Financial Planning Guide is a structured learning resource designed for working professionals like you who want to enhance their personal finance skills and knowledge.
Not more, not less – Just what you need!
Why You Should Read This?
After reading Step by Step Financial Planning Guide, you will have enough knowledge to distinguish between right and wrong, which will help you avoid making bad financial decisions.
Financial Planning is not limited to investing but is much beyond investing.
The financial planning process includes all aspects of personal finance, from understanding the current financial situation to achieving long-term goals.
As you are reading this, here are a few questions that might be running in your mind:
- How do I plan my cash flow to increase my savings?
- How do I secure my family’s financial future?
- Do I have sufficient life and health coverage?
- When is the right time to buy a home?
- Should I close my home loan or invest?
- Should I stop my investment when the market is high?
And the list can go on and on.
Who is this for?
With plenty of personal finance information on the web, you may need pin-pointing information.
Step by Step Financial Planning Guide is a structured learning resource designed for working professionals like you who want to enhance their personal finance skills and knowledge.
Not more, not less – Just what you need!
Why You Should Read This?
After reading Step by Step Financial Planning Guide, you will have enough knowledge to distinguish between right and wrong, which will help you avoid making bad financial decisions.
Financial Planning is not limited to investing but is much beyond investing.
The financial planning process includes all aspects of personal finance, from understanding the current financial situation to achieving long-term goals.
As you are reading this, here are a few questions that might be running in your mind:
- How do I plan my cash flow to increase your savings?
- How do I secure my family’s financial future?
- Do I have sufficient life and health coverage?
- When is the right time to buy a home?
- Should I close my home loan or invest?
- Should I stop my investment when the market is high?
And the list can go on and on.
In investing, knowing what is right and, even more importantly, knowing what is not right for you is essential.
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Part-1
(Set a strong Financial Foundation)
Buy Adequate Life Insurance
Buy Good Health & Critical Illness Insurance
Build Emergency Fund
Part-2
(Preparation before investing)
About Me
SEBI Registered Investment Adviser
Salma Sony
About Me
SEBI Registered Investment Adviser
I am a SEBI Registered Investment Adviser and a Certified Financial PlannerCM with 12 years of experience in the financial industry. I aim to improve India’s financial literacy and enable people to learn about financial planning in the most simplified way.
Professionally, I help individuals plan their finances in a 360° approach, from budgeting to investing using financial planning so that they can live a financially peaceful life. So far, I have worked on 300+ comprehensive financial plans.
Salma Sony
I Am
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