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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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Harshvardhan Roongta Watch the interview of Harshvardhan Roongta of Roongta Securities with Sumaira Abidi and Reema Tendulkar on CNBC-TV18, in which he spoke about mutual fund.
Wed, 01 Jul 2015 14:24:43 +0530

Sailesh Raj Bhan Sailesh Raj Bhan, deputy CIO of Reliance Mutual Fund is overweight on the urban discretionary space and sees a turnaround in earnings for them in this quarter.
Wed, 01 Jul 2015 11:14:02 +0530

Vetri Subramaniam Vetri Subramaniam, CIO of Religare Invesco Mutual Funds says there are enough evidence to show that people trading for short term are at risk of suffering any global crisis.
Wed, 01 Jul 2015 09:58:12 +0530

Jitendra P.S.Solanki Direct plans offer lower expense ratio. In the long term, the lower expense ratio should translate into larger saving pool for investors in direct plans as compared to those in regular plans.
Tue, 30 Jun 2015 20:29:50 +0530

Leo Puri Speaking exclusively from the sidelines of the CII Mutual Fund Summit, Leo Puri, managing director of UTI AMC says that the volatility in the Indian market is much lesser than peers and he remains fairly optimistic on the mutual fund industry's growth outlook.
Tue, 30 Jun 2015 18:32:48 +0530

Hemant Rustagi Watch the interview of Hemant Rustagi of Wiseinvest Advisors with Sumaira Abidi and Reema Tendulkar on CNBC-TV18, in which he gave few investment ideas.
Tue, 30 Jun 2015 14:09:24 +0530

Nilesh Shah In the immediate term, June quarter earnings, monsoons in July and legislative progress in Parliament are important, says the Kotak Mutual Fund chief.
Tue, 30 Jun 2015 10:08:15 +0530

Leo Puri In an interview with CNBC-TV18's Prerna Baruah, UTI AMC MD Leo Puri talked about the recent stock market volatility, his view on the reforms progress and when one could see the company get listed.
Mon, 29 Jun 2015 16:17:49 +0530

Kalpesh Ashar Watch the interview of Kalpesh Ashar of Full Circle Fin Planners Advisors with Latha Venkatesh and Reema Tendulkar on CNBC-TV18, in which he gave few mutual fund investment ideas.
Mon, 29 Jun 2015 15:08:00 +0530

Gajendra Kothari Watch the interview of Gajendra Kothari of Etica Wealth Management with Ekta Batra and Reema Tendulkar on CNBC-TV18, in which he spoke about mutual fund investments.
Thu, 25 Jun 2015 14:21:07 +0530

Arnav Pandya Investors should check the dividend yield and should not get carried away by the rate of dividend announced on the face value of the units. Also one should assess if the dividends are sustainable.
Thu, 25 Jun 2015 14:09:49 +0530

I. V. Subramaniam From the IT space, IV Subramaniam of Quantum AMC prefers largecap names over midcaps because big companies will be able to address large geographical markets like US, Europe etc.
Tue, 23 Jun 2015 11:19:52 +0530

Nikhil Kothari Watch the interview of Nikhil Kothari of Etica Wealth Management with Sumaira Abidi and Reema Tendulkar on CNBC-TV18, in which he spoke about mutual fund.
Mon, 22 Jun 2015 13:37:50 +0530

Abhinav Angirish Arbitrage funds offer you payoffs akin to a debt fund with a better tax treatment. Also you are not exposed to risk of investing in shares.
Mon, 22 Jun 2015 13:07:47 +0530

Lalit Nambiar Lalit Nambiar, Executive Vice President, Head of Research, Fund Manager at UTI Mutual Fund remains skeptical of a rebound in corporate earnings. Speaking to CNBC-TV18, he said the earnings will be flat for the next few quarters.
Fri, 19 Jun 2015 12:00:48 +0530

Gaurav Mashruwala Watch the interview of Gaurav Mashruwala, Certified Financial Planner with Sumaira Abidi on CNBC-TV18, in which he shared his reading and outlook on life insurance and why individuals need to be insured.
Thu, 25 Jun 2015 15:34:58 +0530

Saroj Satapathy Day care surgeries can result in a substantial outgo of the insured individual. It is better to ensure that they are covered under the health insurance policy you intend to buy.
Mon, 15 Jun 2015 13:56:25 +0530

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