Tag Archive: Term Plan

Financial Planning for Woman

financial planning for women

We have always seen our mothers on the front-foot, towards managing the house, family, husband, kids, or virtually everything in the house. Also referred as a “Tiger-mom” towards handling kid’s education, other activities, with a selfless motive, to ensure that kids just excel. And the story continues,with our dear spouse as well (wife). 😉

But when it comes to finance or investments, they just give it up, either it’s the father, or the dear husband, who becomes the driver on managing investments.

But I still recall, whenever one need handy cash or some contingency funds, pop comes the money, mostly as cash or some unknown Bank FD/ deposit.

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Mistakes Customer Make – as per Financial Advisors survey

financial mistakes
  1. Mixing Insurance, Tax plan & Investments
  2. Being Under insured
  3. Excessive or expensive Loans
  4. Excessive property & physical investments
  5. Lure of IPO’s
  6. No estate planning

Recently I found this survey in one of the leading newspapers (Mint), where financial advisors were asked to list down investment mistakes, they found with their customers. I thought of writing, not on these mistakes, but on specific asset class and how one should look at.

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