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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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Nilesh Shah Companies exposed to the rural sector have seen a solid run-up in the market bounceback that has been seen since the February lows but they may continue to perform well going forward well, says Nilesh Shah, MD of Kotak Asset Management.
Thu, 28 Apr 2016 16:15:20 +0530

Swati Kulkarni Giving her market and sectoral outlook, Swati Kulkarni told CNBC-TV18 that earnings are going to be better for FY17 than FY16 and expects rural side of the economy to pick up on the back of a good monsoon.
Wed, 27 Apr 2016 12:15:07 +0530

Nilesh Shetty Investors need to be careful while investing in small and mid-cap PSU banks as a large portion could be in value-trap right now, says Nilesh Shetty of Quantum AMC.
Tue, 26 Apr 2016 12:25:51 +0530

Arnav Pandya Bank account is necessary to invest in mutual funds. Bank account can be added to a mutual fund portfolio.
Tue, 26 Apr 2016 10:48:43 +0530

Abhinav Angirish It helps you but more when the markets are falling.
Fri, 22 Apr 2016 19:01:01 +0530

Lalit Nambiar Pharmaceutical companies are learning quite fast, and some of them have very strong management and track records, irrespective of what the USFDA's observations, Lalit Nambiar, EVP- Fund Manager Head of Research, UTI Mutual Funds.
Thu, 21 Apr 2016 12:31:30 +0530

S Krishna Kumar The house will continue with its overweight position in industrials, construction and rate sensitives, says S Krishna Kumar, CIO-Equities, Sundaram Asset Management.
Wed, 20 Apr 2016 11:54:25 +0530

Arnav Pandya When a mutual fund scheme you are invested into underperforms its peers and benchmark, here is how you should deal with the situation.
Tue, 19 Apr 2016 12:59:46 +0530

Sashi Krishnan However, Birla Sun Life Insurance is not buying aggressively into the IT sector as global growth still remains a matter of concern, says CIO, Sashi Krishnan.
Mon, 18 Apr 2016 12:11:05 +0530

Arnav Pandya Investors must keep a track of the mutual fund scheme mergers going forward. It will help them effectively track their portfolio performance.
Mon, 11 Apr 2016 10:43:42 +0530

Nilesh Shah Among the reasons that could pull down the markets, one is the quarterly earnings guidance which he sees as being muted. Tighter liquidity seen in January-March of 2016 will have a bearing on the markets, says Nilesh Shah, MD, Kotak Mahindra AMC.
Mon, 11 Apr 2016 10:38:00 +0530

Mahesh Patil Mahesh Patil, Co-Chief Investment Officer at Birla Sun Life AMC believes that the market has bottomed, and one will see gradual recovery hereon.
Fri, 08 Apr 2016 10:00:42 +0530

Sridevi Ganesh CAGR is a very useful measure to calculate growth rate over multiple periods. But you also need to keep an eye on calendar year (CY) returns.
Thu, 07 Apr 2016 16:57:09 +0530

Arnav Pandya These schemes are treated like equity fund for the purpose of taxation. The returns can be in line with the debt funds and will not be influenced by the movements in equity markets.
Wed, 06 Apr 2016 16:59:20 +0530

Manikaran Singal If you are looking for financial planning approach then it is better to avoid investing in MF though demat accounts. However, it can be a good platform if your needs are purely investment related.
Mon, 04 Apr 2016 11:17:13 +0530

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

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