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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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Rajiv Goel An ELSS is a diversified equity mutual fund which has a majority of the corpus invested in equities. Since it is an equity fund, returns from an ELSS fund reflect returns from the equity markets.
Thu, 27 Nov 2014 15:24:26 +0530

Adhil Shetty Systematic investment plan, as the name suggests, allows a user to build an investment portfolio with a small systematic investment at regular intervals.
Thu, 27 Nov 2014 15:22:51 +0530

Nikhil Kothari Watch the interview of Nikhil Kothari, Etica Wealth Management with Reema Tendulkar Sumaira Abidi on CNBC-TV18, in which he spoke about investment in education fund and gave his views on gold and silver.
Wed, 26 Nov 2014 13:56:12 +0530

Sashi Krishnan Sashi Krishnan is overweight on banking and financial sector. Among other sectors, he is bullish on pharmaceuticals and IT
Wed, 26 Nov 2014 11:50:15 +0530

Taher Badshah According to Taher Badshah the market could find it tough to make gains going forward until there is news on reform front or there are some other triggers, and till then earnings could remain a bit concentrated.
Wed, 26 Nov 2014 09:15:52 +0530

Manish Gunwani Manish Gunwani, Senior Fund Manager, ICICI Prudential AMC is also bullish on long-term duration bonds.
Mon, 24 Nov 2014 10:26:17 +0530

Harshvardhan Roongta Watch the interview of Harshvardhan Roongta, Roongta Securities with Latha Venkatesh Reema Tendulkar on CNBC-TV18, in which he gave few options to invest in mid and smallcap mutual funds.
Thu, 20 Nov 2014 16:29:27 +0530

Sanjiv Singhal Equity, on the other hand, is an essential asset class for the long-term growth of savings with returns that beat inflation. Equity funds typically invest in stocks of companies and have proven in the past to provide inflation beating return over the long term. The key word here is long term, which we would like to define as longer than 7 years.
Thu, 20 Nov 2014 08:52:29 +0530

Amit Trivedi While buying any investments, make sure that you buy quality at reasonable price and not just something that is cheap
Wed, 19 Nov 2014 18:26:10 +0530

Anup Maheshwari Anup Maheshwari, executive vice president and head of equities, DSP Black Rock Investment Managers is overweight on financials and feels that public sector banks are on a strong footing now.
Mon, 17 Nov 2014 15:39:57 +0530

Jitendra P.S.Solanki You can claim exemption under Sec 80C by investing in ELSS schemes. This benefit limit has been enhanced to Rs 1.5 lakh in budget 2014. Even at year end by investing as a lumpsum in these schemes you are eligible for the exemption. But whenever you are taking the decision ensure you go deep in analysing it.
Thu, 13 Nov 2014 17:14:31 +0530

Pankaj Mathpal Watch the interview of Pankaj Mathpal, Managing Director of Optima Money Managers Pvt Ltd with Sumaira Abidi on CNBC-TV18. He spoke on various investment options.
Tue, 11 Nov 2014 14:23:00 +0530

Sridevi Ganesh What kind of discipline is needed for a parent do to address these responsibilities and live without financial worries?
Fri, 07 Nov 2014 17:04:23 +0530

Juzer Gabajiwala Insurance is for protection against life and should not be considered as a tax saving instrument. Meanwhile, PPF is an instrument which only protects your money and earns the inflation rate. It is like running on a treadmill, there is a benefit but you are not moving ahead. You will manage inflation but not beat inflation.
Fri, 07 Nov 2014 17:02:37 +0530

Adhil Shetty The rise in NAV value of the mutual funds gives the investor capital appreciation and returns when selling the NAV units of the fund.
Tue, 04 Nov 2014 14:37:12 +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

V Vishwanand Insurance is the business of covering the probability of an individual getting sick or dying. In insurance lingo this probability is referred to as risk -- higher the risk higher the premium. A person with high risk paying low premium by withholding critical information is like travelling with a short journey ticket, which is liable for penalty.
Mon, 27 Oct 2014 15:31:52 +0530

5 Car Insurance lessons that will make your Diwali Happier Car insurance esnures that the newest member of your family is well protected without you having to worry about massive bills
Wed, 22 Oct 2014 17:48:32 +0530

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