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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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Lalit Nambiar Lalit Nambiar, Fund Manager of UTI MF says IT space is likely to get positive tailwinds on the back of currency movement going forward.
Tue, 24 Nov 2015 12:03:01 +0530

Jitendra P.S.Solanki Mutual funds offer diversification, low costs and liquidity among other benefits. One can save each month for his retirement in a mutual fund portfolio.
Tue, 24 Nov 2015 10:55:22 +0530

Harsha Upadhyaya Harsha Upadhyaya, CIO-equity at Kotak Mutual Fund, says the second quarter numbers were disappointing, but a gradual recovery in earnings on account of a favourable base is likely
Mon, 23 Nov 2015 09:41:28 +0530

Arnav Pandya Some wealth managers and investment advisors have come up with modified SIP that claim to offer superior returns. However, there is no guarantee that such an objective is achieved.
Fri, 20 Nov 2015 11:32:54 +0530

Dilshad Billimoria Mutual funds though appear as one uniform investment vehicle, for the tax purpose equity and other mutual fund schemes enjoy differential tax treatment.
Tue, 17 Nov 2015 17:14:29 +0530

Arnav Pandya There is nothing different in the new fund and after a period of time it is likely that the portfolio of some existing fund and the new fund has a lot of similarities or common holdings.
Mon, 16 Nov 2015 16:32:02 +0530

BP Singh In an interview to CNBC-TV18, BP Singh of DHFL Pramerica Mutual Fund shared his reading and outlook on the market and also gave recommendations on various stocks.
Mon, 16 Nov 2015 11:14:23 +0530

Arnav Pandya Regulator and other stakeholders need to ponder over various factors while selling mutual funds on ecommerce portal.
Fri, 13 Nov 2015 18:45:50 +0530

Arnav Pandya Investing in mutual fund schemes that offer focussed portfolios or low rated bonds, can increase the risk. Also a balanced fund can be a risky bet.
Thu, 05 Nov 2015 11:36:24 +0530

Mahesh Patil Mahesh Patil of Birla Sun Life AMC does not see Bihar election outcome impacting the markets much. However, if there is any correction in the market post Bihar polls, investors should use it as a buying opportunity, he adds
Thu, 05 Nov 2015 10:07:07 +0530

Tushar Pradhan While earnings visibility at the moment is low, it is only a matter of time and in the interim specific events — elections, US Federal Reserve rate hike, domestic interest rates — will drive the market, Tushar Pradhan, CIO of HSBC Global Asset Management (India) says.
Wed, 04 Nov 2015 10:02:02 +0530

Tarun Birani When it comes to containing downside, balanced funds are better positioned than most equity funds. Also they do not compromise much on the upside
Tue, 03 Nov 2015 09:58:23 +0530

Vetri Subramaniam Earnings are trending lower, says Vetri Subramaniam, CIO of Religare Invesco Mutual Fund. According to him, FY16 and FY17 growth estimates are likely to be revised lower by the end of the earnings season
Mon, 02 Nov 2015 10:05:01 +0530

Anoop Bhaskar Anoop Bhaskar, Group President Head, UTI MF was speaking at the Morningstar Conference.
Wed, 28 Oct 2015 15:37:05 +0530

Arnav Pandya Past performance is no guarantee that the future performance will be good of the mutual fund scheme. The same holds good for rating and ranking.
Wed, 28 Oct 2015 11:22:05 +0530

Deepak Yohannan One should buy life insurance sum assured 20 times his annual income.
Fri, 11 Sep 2015 15:41:54 +0530

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