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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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Nikhil Kothari Watch the interview of Nikhil Kothari of Etica Wealth Management with Sumaira Abidi and Reema Tendulkar on CNBC-TV18, in which he gave few mutual fund investment ideas.
Mon, 25 May 2015 13:48:21 +0530

Suresh KP Small and Mid cap funds come with high volatility. Allocate a small portion of your portfolio to these schemes if they have been long term consistent performers
Mon, 25 May 2015 10:25:08 +0530

Tushar Pradhan In an interview with CNBC-TV18’s Sonia Shenoy and Reema Tendulkar, Pradhan said that till as long as earnings picked up in a few quarters, markets could remain choppy. “This will not be a unilateral market. It will be a stock-picker’s market,” he said.
Mon, 25 May 2015 10:02:54 +0530

Ankur Kapur Watch the interview of Ankur Kapur, with Sumaira Abidi and Reema Tendulkar on CNBC-TV18, in which he gave few investment ideas.
Wed, 20 May 2015 14:03:14 +0530

Akash Singhania The dismal fourth quarter earnings notwithstanding, Akash Singhania, Head-Equity, Deutsche Asset Management India says on an annualised basis, corporate earnings are likely to grow in double digits for FY16 as well as the subsequent two to three years.
Wed, 20 May 2015 08:58:38 +0530

Hemant Rustagi Watch the interview of Hemant Rustagi of Wiseinvest Advisors with Sumaira Abidi and Reema Tendulkar on CNBC-TV18, in which he spoke about portfolio allocation and mutual fund investment.
Tue, 19 May 2015 13:16:45 +0530

Yogesh Bhatt Yogesh Bhatt of ICICI Prudential MF is also bullish on technology space and recommends investing in this space now.
Mon, 18 May 2015 16:22:18 +0530

Kalpesh Ashar Watch the interview of Kalpesh Ashar of Full Circle Financial Planners Advisors with Sumaira Abidi and Reema Tendulkar on CNBC-TV18, in which he gave few investment ideas.
Mon, 18 May 2015 15:05:04 +0530

Dr.Renu Pothen If you have more than 10 years on hand, consider using SIP in aggressive equity funds. Otherwise stick to debt oriented funds and balanced funds.
Mon, 18 May 2015 11:31:40 +0530

Tanvir Alam Watch the interview of Tanvir Alam of with Reema Tendulkar and Latha Venkatesh on CNBC-TV18, in which he gave few investment ideas.
Fri, 15 May 2015 14:14:51 +0530

Juzer Gabajiwala While selling equity mutual funds help you take money home, holding on to equity mutual funds for long term may make you wealthy.
Fri, 15 May 2015 11:26:30 +0530

BP Singh The government has managed to keep inflation under control and with the economy on a recovery path, one need not look at these corrections negatively and instead use it as opportunity to enter, says BP Singh of Pramerica Mutual Fund.
Wed, 13 May 2015 09:29:30 +0530

Sundeep Sikka In an interview to CNBC-TV18, Sundeep Sikka of Reliance Capital Asset Management says retail investors are coming into the market with a lot of maturity and for the longer-term.
Tue, 12 May 2015 14:52:34 +0530

Arnav Pandya Rollovers are not sale for the purpose of tax, says CBDT circular. This has eliminated confusion and allowed investors to extend their investments up to 36 months.
Tue, 12 May 2015 13:30:27 +0530

Swati Kulkarni Metals too are globally driven and with China too moving from investment led economy to consumer driven, there is need to have a cautious approach there, says Swati Kulkarni of UTI MF.
Tue, 12 May 2015 12:07:24 +0530

Sridevi Ganesh As one advances in his life, the insurance needs do change. Hence the need must be reviewed and accordingly one should buy life insurance.
Mon, 11 May 2015 10:14:31 +0530

Pankaj Mathpal Watch the interview of Pankaj Mathpal, Optima Money Managers with Sumaira Abidi on CNBC-TV18, in which he advised about why you need motor insurance.
Sat, 09 May 2015 15:10:22 +0530

Parag Raja What is important is to review your policy periodically, understand its features and tax benefits and keep a long term view.
Mon, 04 May 2015 11:33:10 +0530

Saji George Life insurance products lead to problem of plenty for most individuals. However the issue can be sorted out easily if one knows his real needs and how to address them with right products.
Mon, 27 Apr 2015 11:45:31 +0530

Shreeraj Deshpande There are many health insurance options available with wide range of benefits. You should focus on factors such as benefits and conditions that limit the benefits while choosing the plan that protects your finances in emergencies.
Wed, 22 Apr 2015 17:55:54 +0530

Aalok Bhan Insurance products offer to protect yourself against unforeseen risks. Insurance policies also offer tax benefits on premium paid. One should choose right insurance plans that suit his needs.
Mon, 20 Apr 2015 10:15:58 +0530

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