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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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  • MF News
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Taher Badshah The house is upbeat on the largecap IT stock like TCS, and MindTree and Tech Mahindra from the midcap space because they are well positioned for new transformation and to manage growth in the interim, says Taher Badshah of Motilal Oswal AMC.
Tue, 05 May 2015 09:30:45 +0530

Dhiraj Sachdev In Mid caps, stock selection is important and needs to be governed by business sustainability, growth outlook, capital efficiency in addition to its relative valuation.
Mon, 04 May 2015 16:53:54 +0530

Nitin Vyakaranam When an investor is not able to take a call on the future course of interest rates, investing in Dynamic Bond Funds would be an ideal option.
Thu, 30 Apr 2015 16:44:57 +0530

S Naren Naren says a bigger concern is that the investment cycle in the economy is not picking up, and this sluggishness could persist for the next six months
Thu, 30 Apr 2015 10:01:05 +0530

Gopal Srinivasan Reckoned for his business acumen, deep knowledge and focus Gopal Srinivsan of TVS Capital Funds sets the bar high for TVS Capital as years go by. In an interview to CNBC-TV18, Srinivasan talks about the business, investments and road ahead for the company.
Sat, 25 Apr 2015 16:35:31 +0530

Kenneth Andrade Kenneth Andrade, HD- Investment, IDFC Mutual Fund, says the market has more scope to fall further and if it does, stocks will not be at their correct valuations because they have run up way ahead.
Fri, 24 Apr 2015 11:17:27 +0530

Sashi Krishnan Sashi Krishnan, chief investment officer, Birla Sun Life Insurance, says poor earnings in Q4FY15 will also lead to earnings downgrade for FY16 to 15 percent and this will be one of the reason for the market correction.
Thu, 23 Apr 2015 12:10:43 +0530

Ramalingam K Investors looking for capital protection typically opt for fixed deposits. Here are some options offered by mutual fund industry that allow them protect their capital and earn healthy post tax returns.
Thu, 23 Apr 2015 11:18:35 +0530

Lalit Nambiar Lalit Nambiar of UTI Mutual Fund is overweight on banks – prefers private banks over PSU banks – IT, pharma, cement and some of the export-focus companies.
Wed, 22 Apr 2015 11:26:37 +0530

Arnav Pandya Using risk adjusted returns helps in making balanced decisions, as investors get to know the downside element present.
Mon, 20 Apr 2015 10:48:47 +0530

Manish Gunwani Manish Gunwani of ICICI Prudential says that the next two to three quarter earnings are likely to be volatile and even if we start seeing very healthy macro, it will take some time to translate into earnings.
Sat, 18 Apr 2015 13:51:08 +0530

Hemant Rustagi Mutual funds have well-defined processes in place in case of an unfortunate death of a unitholder. Depending on the structure of investment holding, one should do the paperwork.
Thu, 16 Apr 2015 15:38:46 +0530

Swati Kulkarni From a tactical perspective the pecking order would be private banks, NBFCs and public sector banks, says Swati Kulkarni, Executive Vice President and Fund Manager at UTI Mutual Fund.
Wed, 15 Apr 2015 11:59:58 +0530

Taher Badshah Taher Badshah of Motilal Oswal AMC does not expect the March quarter for the whole basket of banking stocks to be exciting but with the macros showing a positive trend and inflation trending down there is a possibility of rate cuts by RBI.
Wed, 15 Apr 2015 09:43:03 +0530

S. Krishnakumar In an interview with CNBC-TV18’s Menaka Doshi and Anuj Singhal, the firm’s CIO – Equity, S Krishna Kumar, discussed his fund’s performance and strategy and his outlook on markets and various sectors going forward.
Mon, 13 Apr 2015 21:46:31 +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

ESIC board to discuss other health insurance on Tuesday At present, as per Employees' State Insurance Act, 1948, it is mandatory for formal sector workers getting gross pay of up Rs 15,000 per month to subscribe to health insurance scheme run by the ESIC.
Mon, 06 Apr 2015 13:30:01 +0530

Manish Shah Your sum assured should at least pay for all your loans outstanding and pay for your family's monthly expenses
Mon, 06 Apr 2015 10:00:58 +0530

Mahavir Chopra Segregating health insurance policy is possible. More important is it is not a difficult process and you can do so without losing benefits such as pre-existing covers, no claim bonus.
Mon, 30 Mar 2015 10:13:52 +0530

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