Investor Advisor Employee

360° Financial Planning

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


To Get Free Membership

  • MF News
  • IPO News

Badrish Kulhalli Current trend of lower interest rates is expected to continue. Expect stronger GDP growth next year and rupee to depreciate against US dollar.
Fri, 19 Dec 2014 16:03:04 +0530

Harshvardhan Roongta Watch the interview of Harshvardhan Roongta, Roongta Securities with Sumaira Abidi and Reema Tendulkar on CNBC-TV18, in which he gave few investment ideas.
Thu, 18 Dec 2014 16:39:14 +0530

S Naren The market is now presenting an opportunity to invest for the long-term in sectors like IT, metals, banks, telecom etc, says S Naren of ICICI Prudential AMC.
Wed, 17 Dec 2014 16:30:07 +0530

Kalpesh Ashar Watch the interview of Kalpesh Ashar, Full Circle Planners and Advisors with Sumaira Abidi and Reema Tendulkar on CNBC-TV18, in which he gave few investment ideas.
Tue, 16 Dec 2014 16:15:02 +0530

 Jimmy Patel One of the first idioms you learn in school, a wonderful line to teach us the value of humility. Big doesn’t necessarily mean size, it also means stature or ego. If you are grounded, and continue doing the right things the right way, you will not have far to fall when things go awry.
Mon, 15 Dec 2014 17:52:25 +0530

Feroze Azeez Watch the interview of Feroze Azeez, Director-Investment Products (Private Wealth Management) at Anand Rathi Financial Services Ltd with Sumaira Abidi Reema Tendulkar on CNBC-TV18. He answered few personal finance queries.
Fri, 12 Dec 2014 16:14:40 +0530

Lalit Nambiar On crude oil price fall, Lalit Nambiar, fund manager at UTI Mutual Fund says it is a good opportunity for India Inc. From a stock perspective, he adds that the oil price fall won’t have a major impact considering it wasn’t taken into account even six months ago.
Fri, 12 Dec 2014 12:34:24 +0530

Harshvardhan Roongta Watch the interview of Harshvardhan Roongta, Roongta Securities with Sumaira Abidi on CNBC-TV18, in which he spoke about online investment in mutual fund.
Thu, 11 Dec 2014 16:29:18 +0530

S Naren In an interview to CNBC-TV18, S Naren says commodities look attractive with a longer-term view as India is gaining over USD 3 billion per month due to fall in crude prices.
Wed, 10 Dec 2014 10:11:34 +0530

Adhil Shetty Investing in mutual funds is a decision each investor undertakes after thorough research and comparison.But what about the right time to exit from a fund?
Tue, 09 Dec 2014 11:43:52 +0530

Juzer Gabajiwala One of the most important principles for investing given by famous Warren Buffet is, “Focus on the playfield, Not on the scorecard”.The key to equity investment is PATIENCE PATIENCE PATIENCE. This most of us, unfortunately, lack.
Mon, 08 Dec 2014 11:58:01 +0530

Harshvardhan Roongta Watch the interview of Harshvardhan Roongta, Certified Financial Planner, Roongta Securities with with Latha Venkatesh Sumaira Abidi on CNBC-TV18, in which he spoke about lump sum investment.
Thu, 04 Dec 2014 15:10:47 +0530

Amandeep Chopra Amandeep Chopra, Gropu President and Head - Fixed Income, UTI MF is not looking at over 50 bps rate cut in the next 6 months.
Wed, 03 Dec 2014 10:24:45 +0530

Feroze Azeez Watch the interview of Feroze Azeez, Anand Rathi Wealth Management with Ekta Batra Anuj Singhal, in which he gave few investment options regarding retirement benefit scheme.
Tue, 02 Dec 2014 13:16:06 +0530

Rohit Shah Having an emergency corpus helps to financially manage a job loss, illness, accidents and so on. The corpus should help you survive the contingency. So the corpus size can be 3 months to 18 months of the monthly expenses, which one needs at minimum to survive.
Mon, 01 Dec 2014 16:01:04 +0530

Steven Fernandes Before applying for portability option one needs to be aware of certain important portability guidelines so that one can take an informed decision and not compromise on the existing coverage
Tue, 16 Dec 2014 13:28:32 +0530

Gaurav Mashruwala Watch the interview of Gaurav Mashruwala, Certified Financial Planner with Reema Tendulkar Sumaira Abidi on CNBC-TV18, in which he spoke about health insurance policy and home loan.
Mon, 08 Dec 2014 17:11:54 +0530

Deepak Yohannan Today, life insurance policies have evolved into a variety of forms. From pure term plans, to investment linked protection plans, the options available are plenty
Thu, 27 Nov 2014 13:13:27 +0530

Smitha Hari If insuring your family is your aim, it is better to opt for a pure online term policy which charges a lower premium. Other plans which have an investment component may be expensive
Thu, 27 Nov 2014 13:13:00 +0530

How to claim your car insurance in 4 simple steps In case your car has been stolen, you have to lodge an FIR. Your claim won't be settled without it.
Thu, 27 Nov 2014 12:53:18 +0530

Anuj Gulati Being aware of the following simple facts will ensure that you make the most of your health insurance
Thu, 20 Nov 2014 15:21:01 +0530

Stay Connected with us Twitter Facebook Blog
All Rights Reserved ©2013 Salem Money Plant