Mutual Funds Vs The Middle Class

The middle class in India has the reasons to invest in mutual funds in recent years. Several factors contributing to this trend include: Financial Education: Growing awareness and education about the benefits of mutual funds are encouraging more middle-class families to invest. Regulatory Changes: Enhanced regulations have improved transparency and trust in the mutual fund […]
THIS 6 ARE ENOUGH REASON

Health insurance is a contract between a health insurance company and an individual, where the company assures full financial support for the individual and family members up to the amount agreed in the contract, in case of any hospitalization, by paying an amount by the individual year after year called the premium. A Health insurance […]
Am I a trustworthy financial advisor ?

The probable parameters to find the above are below mentioned: When you become a legimative and authentic person to advice, you are trustworthy. When your authenticity comes after vigorous education process recognized by government and its regulators of a country or countries, you are trustworthy. When your relevant finance education and experience have a demand […]
Ethics of Money- A course for high school students By CFP Amit Kumar Jain

CFP Amit Kumar jain,Founder & CEO of Planformymoney.in Conducted a course on Ethics of money to class 10 students batch of Renown Coaching centre in Guwahati-Jainam Education. The students were taught the importance of managing money at this age as well as when they would grow day by day. They were taught how to respect […]
HEALTH CARE COST

The Indian healthcare scenario presents a spectrum of different landscapes. At one end of the spectrum are high tech medicare mostly for urban Indians. At the other end are the remote reaches of rural India trying desperately to live up to their identity as health subcenters. However, the subject matter of this blog is to […]
ROBOTIC SURGERIES-a new portfolio in health insurance covers

POSTED BY: CFP AMIT KUMAR JAIN SEPTEMBER 13, 2022 Robotic surgery is relatively new but demand for the technology has been growing. A robotic surgical system is used by the surgeon for minimally invasive surgery, as it helps in faster healing. It is generally used for more precision like for tissue removal around the brain or large […]
Why Financial planning for Good Health

Do you have any valid reason for not having financial planning for maintaining good health till life? Medical treatment cost is increasing day by day along with the probability of hospitalisation per family as per the records of insurance companies throughout the world. Only the communities except the lower middle class are deprived of government […]
Need of Discipline with Goal Based Financial Planning

The objective behind indulging into financial planning is to become financially free with respect to liabilities during any important personal events like retirement, marriages, education or acquiring assets for comfort lifestyle. The success of the planning however dependents upon your commitment to contribute & liquidate money as per the plan which might demand compromises for […]
What Makes Traditional Life Insurance Plans Toxic
Lifestyle Planning

Lifestyle planning is a part and parcel of financial planning. A better lifestyle cannot be acquired by chance or fate, it is a process to plan and shape our daily expenses midst our respective priorities and problems to make it more relevant to solve the struggle more effectively. Lifestyle planning may not suggest waiting or […]