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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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Juzer Gabajiwala Systematic investment plans work the best for long term investors. Various myths surrounding SIP however can put you off the path to financial freedom.
Sat, 28 Mar 2015 11:02:27 +0530

Nilesh Shetty The disconnect between corporate India and stock market is more evident now which is why this correction will get ferocious in days to come, says Nilesh Shetty, Associate Equity Fund Manager at Quantum AMC.
Fri, 27 Mar 2015 12:39:00 +0530

Ankur Kapur Watch the interview of Ankur Kapur of with Sumaira Abidi and Reema Tendulkar on CNBC-TV18, in which he spoke about gold and mutual funds.
Thu, 26 Mar 2015 14:32:27 +0530

Balwant Jain Recycle your existing ELSS investments and get the tax benefits without investing any additional money
Thu, 26 Mar 2015 11:43:08 +0530

Taher Badshah Taher Badshah of Motilal Oswal AMC expects fourth quarter earnings to be soft on back of lack of momentum from sectors like banking, oil and gas.
Wed, 25 Mar 2015 09:27:44 +0530

Nikhil Kothari Watch the interview of Nikhil Kothari of Etica Wealth Management with Reema Tendulkar Sumaira Abidi on CNBC-TV18, in which he spoke about few long-term investment funds and portfolio allocation.
Tue, 24 Mar 2015 14:01:39 +0530

Swati Kulkarni Swati Kulkarni, vice-president and fund manager, UTI MF believes valuations of banking stocks continue to be supportive and the sector is likely to outperform. From a growth perspective, private sector banks are better placed in terms of capital adequacy, but from a valuation point of view, large public sector banks may do better.
Tue, 24 Mar 2015 12:27:38 +0530

S. Krishnakumar Users of commodities and owners of brands to benefit from falling commodity prices. Companies to report earning surprises as margins widen.
Mon, 23 Mar 2015 13:02:10 +0530

Arnav Pandya Mutual funds are planning to launch ETF that offer to track leading equity indices, benchmark government securities and broad based equity themes, which should allow investors to replicate diverse set of indices in their portfolios.
Mon, 23 Mar 2015 11:20:31 +0530

Nikhil Kothari Watch the interview of Nikhil Kothari of Etica Wealth Management with Reema Tendulkar Sumaira Abidi on CNBC-TV18, in which he spoke about long-term investments in mutual funds.
Tue, 17 Mar 2015 17:03:31 +0530

Gajendra Kothari Watch the interview of Gajendra Kothari of Etica Wealth Management with Latha Venkatesh Reema Tendulkar on CNBC-TV18, in which he spoke about short-term long-term gain.
Mon, 16 Mar 2015 14:20:48 +0530

Arnav Pandya Point to point return of a mutual fund scheme connotes the returns generated by a mutual fund schemes between two dates in time.
Mon, 16 Mar 2015 10:51:12 +0530

BP Singh The correction seen in the Indian market is due to fear that the United States will increase interest rate, that is the word coming in from BP Singh of Pramerica Mutual Fund.
Mon, 16 Mar 2015 09:02:43 +0530

Ankur Kapur Watch the interview of Ankur Kapur, with Latha Venkatesh on CNBC-TV18, in which he gave best retirement mutual funds to invest in.
Thu, 12 Mar 2015 16:50:12 +0530

Kalpesh Ashar Watch the interview of Kalpesh Ashar of Full Circle Financial Planners and Advisors with Reema Tendulkar Sumaira Abidi on CNBC-TV18, in which he spoke about investing in index fund via systematic investment plan (SIP).
Wed, 11 Mar 2015 16:37:30 +0530

Adhil Shetty Insuring one's home is a must. However never cut corners by opting for the lowest quote. Be detailed when you go shopping for home insurance.
Mon, 16 Mar 2015 15:36:38 +0530

Naval Goel Life insurance not just provides you guarantee but it also lets you live with ease. It pays for all your financial liability and ensures that your family enjoys the same life style even if you are not around
Wed, 04 Mar 2015 15:10:59 +0530

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