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Financial Planning

What is Financial Planning?

Financial Planning is the process of meeting your life goals through the proper management of your finances. Life goals can include buying a house, saving for your child’s higher education & planning for retirement. The Financial Planning process consists of six steps that help you take a big picture look at where you are currently.

Start nowAt Salem Money Plant we first ask our client what is your life’s biggest goal and most of the time we listen that I want my children must be highly educated, well settled, successful & happy. This is the goal what most of us also believe the biggest goal of life but the story doesn’t end here, you also want to have grand marriage and another most important ample amount of money when you get ret








Wealth Desk


Wealth Desk

Online software for consolidated management of Mutual Fund, FD, Postal Savings, Equities, Life Insurance & General Insurance. Use it from any part of the world.Our Online Wealth Account generates a World Class "Tension Free" account for you ,which manages all investments in All Mutual Fund Schemes, Fixed Income Instruments which includes - Bank Deposits, Company Fixed Deposits, Bonds, D

NRI Corner



Basics of Insurance

Meaning of Insurance
Insurance provides financial protection against a loss arising out of happening of an uncertain event. A person can avail this protection by paying premium to an insurance company. 
A pool is created through contributions made by persons seeking to protect


Welcome to Salem Money Plant with an extremely strong focus on client relationship. The team at Advisory has seven years of proven track record in Financial Services, Equity Advisory and Investment Advisory domain and brings with it strong research and investment advisory capabilities keeping in mind the regulatory framework and the volatility in the investment climate. We offer a progressive planning practice that differentiates itself by being disciplined, well researched and profitable. We are a privately owned company and therefore core decisions regarding our processes and practices start at grassroots, ensuring all angles are covered in the decision making process. It is our belief that by providing a personalized and consistent service experience, we ensure long and fruitful relationships with our client


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Pankaj Mathpal Watch the interview of Pankaj Mathpal of Optima Money Manager with Reema Tendulkar Nigel D'Souza on CNBC-TV18, in which he gave few mutual fund investment ideas.
Tue, 13 Oct 2015 14:56:53 +0530

Manish Sonthalia Manish Sonthalia of Motilal Oswal Asset Management is bullish on oil marketing companies and rates BPCL and HPCL among his top picks. He says he is not bullish on upstream companies like ONGC as he feels crude prices will remain in a band between USD 40-70 for a considerable period of time.
Tue, 13 Oct 2015 09:44:09 +0530

Arnav Pandya While some expenses such as exit loads are known, there are some such as expense ratio and dividend distribution tax may be hidden.
Mon, 12 Oct 2015 12:52:33 +0530

Hemant Rustagi Watch the interview of Hemant Rustagi of Wiseinvest Advisors with Reema Tendulkar and Nigel D'Souza on CNBC-TV18, in which he gave few investment ideas.
Thu, 08 Oct 2015 15:12:50 +0530

Nilesh Shah One could still go long in IT sector because the growth potential for the companies is still intact, said Nilesh Shah, Managing Director of Kotak Mahindra Mutual Fund.
Wed, 07 Oct 2015 15:59:55 +0530

Jitendra P.S.Solanki Taking exposure to low rated bonds mean high credit risk. Such bonds can impact the liquidity of the portfolio. Also in case of default, the permanent capital loss cannot be ruled out.
Wed, 07 Oct 2015 11:19:19 +0530

Gajendra Kothari Watch the interview of Gajendra Kothari of Etica Wealth Management with Reema Tendulkar Nigel D'Souza on CNBC-TV18, in which he gave few investment ideas.
Tue, 06 Oct 2015 16:14:22 +0530

How to make most of mutual fund systematic withdrawal plan Systematic withdrawal plan can help you take home a fixed sum of money in a tax efficient manner.
Mon, 05 Oct 2015 10:57:20 +0530

Harsh Roongta Watch the interview of Harsh Roongta of with Sonia Shenoy Nigel D'Souza on CNBC-TV18, in which he gave few mutual fund investment ideas.
Thu, 01 Oct 2015 15:33:23 +0530

Arnav Pandya There is a broad market risk that all investors face. Also they are exposed to risks associated with individual investments held in their portfolios.
Thu, 01 Oct 2015 11:35:26 +0530

Balaji GK Watch the interview of Balaji GK of with Reema Tendulkar Nigel D'Souza on CNBC-TV18, in which he gave few mutual fund investment ideas and also spoke about gold.
Mon, 28 Sep 2015 15:33:38 +0530

Swati Kulkarni Swati Kulkarni, Executive Vice President and Fund Manager, UTI Mutual Fund, suggests a strong avoid call on metals, despite their decent valuations.
Mon, 28 Sep 2015 12:02:02 +0530

Arnav Pandya JP Morgan mutual fund recently announced split of units. This does help investors protect liquidity of units at fair price that houses standard assets.
Mon, 28 Sep 2015 10:44:38 +0530

Taher Badshah Watch the interview of Taher Badshah of Motilal Oswal AMC with Latha Venkatesh Sonia Shenoy on CNBC-TV18, in which he shared his readings and outlook on market and specific stocks.
Thu, 24 Sep 2015 10:06:08 +0530

Lalit Nambiar Corrections like the one the market is currently undergoing are great opportunities for investors to buy stocks to make over a three-four year period, says Lalit Nambiar, fund manager with UTI Asset Management Company.
Wed, 23 Sep 2015 11:59:38 +0530

Deepak Yohannan One should buy life insurance sum assured 20 times his annual income.
Fri, 11 Sep 2015 15:41:54 +0530

Nikhil Kothari Watch the interview of Nikhil Kothari of Etica Wealth Management with Nigel D'souza on CNBC-TV18, in which he spoke about health insurance.
Thu, 10 Sep 2015 15:58:58 +0530

Deepak Yohannan Family floater health insurance is the cost effective means of insuring entire family, explains Deepak Yohannan, ceo of myinsuranceclub.
Wed, 02 Sep 2015 18:50:06 +0530

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