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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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Swati Kulkarni The house has been focused on allocating stock specific portfolios rather than chasing beta, says Swati Kulkarni of UTI MF.
Wed, 29 Jul 2015 13:07:02 +0530

Abhinav Angirish Multicap funds are market capitalization agnostic and invest across the breadth of the equity market.
Wed, 29 Jul 2015 13:05:49 +0530

Manikaran Singal Closed ended funds come with drawbacks such as lack of track record, no liquidity and absence of asset rebalancing.
Fri, 24 Jul 2015 14:57:32 +0530

Amandeep Chopra With CPI numbers behind us and hopes of a rate cut from RBI low, the market lacks an trigger in the coming days. However, onset on monsoon and chances of Fed hike may enthuse participants to take the market higher, says Amandeep Chopra, Group President Head of Fixed Income, UTI Mutual Fund.
Wed, 22 Jul 2015 12:47:43 +0530

BP Singh The multi-year bull run is an opportunity which investors should not miss, says BP Singh of Pramerica Mutual Fund. The interest rates are going to come down, and equity is the only option to make money he said in an interview adding that volatility will be very high.
Wed, 22 Jul 2015 09:27:58 +0530

Arnav Pandya Balanced funds invest around 70% of the money in equities and rest in bonds. This may not the in line with 50:50 exposure to bonds and shares the investor desires.
Tue, 21 Jul 2015 09:56:38 +0530

Harshvardhan Roongta Watch the interview of Harshvardhan Roongta of Roongta Securities with Nigel D'Souza on CNBC-TV18, in which he have few investment ideas.
Mon, 20 Jul 2015 14:18:09 +0530

Hemant Rustagi Watch the interview of Hemant Rustagi of Wiseinvest Advisors with and Reema Tendulkar Nigel D'Souza on CNBC-TV18, in which he gave few mutual fund investment ideas.
Fri, 17 Jul 2015 13:49:00 +0530

Lalit Nambiar "We haven't seen anything on the ground in terms of earnings, even the earning season up ahead doesn't seem to tell us that it's time to go out and buy big time into some of the stocks, unless you have some specific stock ideas where there is a specific story," says Lalit Nambiar
Fri, 17 Jul 2015 11:53:04 +0530

Jitendra P.S.Solanki Thematic funds came with additional level of risk though they are seen as a high returns opportunity. One should take exposure if and only if he can time his investments.
Wed, 15 Jul 2015 14:34:29 +0530

Gajendra Kothari Watch the interview of Gajendra Kothari of Etica Wealth Management with Reema Tendulkar Nigel D'Souza on CNBC-TV18, in which he spoke about mutual fund investment.
Tue, 14 Jul 2015 13:52:15 +0530

Rohit Shah Life goals do change at various stages of life. These should be treated as triggers to revisit your financial plan and change your SIP
Tue, 14 Jul 2015 11:11:21 +0530

Manish Gunwani Manish Gunwani of ICICI Prudential AMC believes equities will outperform other asset classes in the medium term.
Mon, 13 Jul 2015 09:57:17 +0530

Nilesh Shah Currently, the market is supported by strong domestic flows, which are likely to continue going forward too, said Nilesh Shah of Kotak Mahindra Mutual Fund.
Sat, 11 Jul 2015 11:01:55 +0530

Hemant Rustagi Watch the interview of Hemant Rustagi of Wiseinvest Advisors with Sumaira Abidi and Latha Venkatesh on CNBC-TV18, in which he spoke about mutual fund and gold.
Thu, 09 Jul 2015 14:02:07 +0530

Gaurav Mashruwala Watch the interview of Gaurav Mashruwala, Certified Financial Planner with Sumaira Abidi on CNBC-TV18, in which he shared his reading and outlook on life insurance and why individuals need to be insured.
Thu, 25 Jun 2015 15:34:58 +0530

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