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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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Arnav Pandya Each of these options has its own set of advantages. One should look at post tax rate of return and ease of access before taking a call.
Thu, 21 Jul 2016 17:19:18 +0530

Harsha Upadhyaya An accelerating earnings momentum, which could translate into profit growth of about 14-17 percent in fiscal year 2017, means fund managers are betting on the domestic sector to provide them portfolio gains.
Wed, 20 Jul 2016 10:18:57 +0530

Lalit Nambiar The GST bill, if it is cleared by the Parliament, should be seen as more of a statement from the government that it is focussing on regulatory reforms too, said Lalit Nambiar of UTI Mutual Fund.
Mon, 18 Jul 2016 11:49:56 +0530

Juzer Gabajiwala Balanced funds invests in a mix of stocks and bonds in the ratio of approximately 3:1
Thu, 14 Jul 2016 16:35:02 +0530

Arnav Pandya Though some exchange traded funds mimic popular stock indices, they are not the same.
Wed, 13 Jul 2016 13:15:26 +0530

Vetri Subramaniam Indian equity markets are trading at a 20 percent premium compared to historical averages and a reality check is in order in the form of first quarter earnings, says Vetri Subramaniam, CIO of Invesco Asset Management Company.
Tue, 12 Jul 2016 10:21:52 +0530

Achieving financial goals through mutual funds Identify your financial goals, risk profile and asset allocation. Mutual funds can just take you there.
Mon, 11 Jul 2016 19:11:57 +0530

Cameron Brandt Speaking to CNBC-TV18 Cameron Brandt of EPFR Global said that there is a consensus that the US Fed tightening will be benign. "Investors are tip-toeing back into emerging markets," he said, adding that the biggest drag in the uncertainty over Chinese economy.
Fri, 08 Jul 2016 08:14:38 +0530

Ajay Tyagi Speaking to CNBC-TV18 Ajay Tyagi, EVP Fund Manager of UTI Mutual Fund, said markets are trading at the upper end of their fair valuations. "Monsoon, GST getting passed in this session of the parliament have all been baked into valuations. What will move the market will have to be earnings growth."
Thu, 07 Jul 2016 12:21:28 +0530

Arnav Pandya Many investors compare the direct plan returns with normal plan returns.
Fri, 01 Jul 2016 16:56:07 +0530

Mahesh Patil Indian markets will not see any big headwinds as monsoons have picked up and GST Bill stands a big chance of getting passed and liquidity in the system is much higher, said Mahesh Patil, Co-CIO at Birla Sun Life AMC.
Fri, 01 Jul 2016 10:28:49 +0530

Shreyash Devalkar Midcap stocks have done well over the past few years are likely to continue to do well going forward as well, says Shreyash Devalkar, Fund Manager, BNP Paribas Asset Management Company.
Thu, 30 Jun 2016 16:40:44 +0530

Sushil Wadhwani Sushil Wadhwani, Founder and CEO, Wadhwani Asset Management warns that there is a possibility of significant European countries leaving the European Union.
Thu, 30 Jun 2016 11:08:42 +0530

Dr.Renu Pothen It is time to be calm and do not reconsider your decision to invest in equity funds. Stay focused on your long term goals.
Wed, 29 Jun 2016 15:09:07 +0530

Nilesh Shah Investors are not looking at past performance, but considering safer options like equity and fixed income on back of global volatility, says Nilesh Shah, MD of Kotak Mahindra Asset Management.
Tue, 28 Jun 2016 11:55:13 +0530

Harshvardhan Roongta Watch the interview of Harshvardhan Roongta of Roongta Securities with Surabhi Upadhyay on CNBC-TV18, in which he shared his views on different types of health insurance that you can opt for.
Wed, 06 Jul 2016 16:41:10 +0530

Money Money Money: Choosing right life insurance policy Your PF plan may have the best stocks and all the right MFs but it would be a complete non-starter if it doesn’t cover the basic need of financial planning, protection risk mitigation. Harshvardhan Roongta of Roongta Securities Rahul Agarwal, Founder of Ideal Insurance Broker help you understand insurance on Money Money Money.
Sat, 02 Jul 2016 12:58:11 +0530

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