CFP Manmeet Kaur

10/10/2024

A loss to not just the nation but to the entire mankind!

A visionary who put India on the global map, contributed significantly to the Indian economic growth, passionate about work and gave back with an open heart! ♥️

28/08/2024

Buy assets which will grow and give you return in the future. It increases your net worth! Bags, shoes, clothes etc provide instant gratification

13/08/2024

In a traditionally patriarchal society, women were excluded from crucial financial decisions, impacting the calculation of human value of life and accessibility to life or health insurances. Even today, disparities persist in some households, affecting various aspects.

Why should women be insured?

- Financial Security for the Family
- Value of Unpaid Contributions
- Coverage for Medical Expenses
- Equal Treatment and Inclusivity
- Future Financial Planning
- Risk Protection

Acknowledging the importance of insuring women, regardless of employment status, is crucial for inclusive financial protection and future planning. Her contributions in financial planning, caregiving, household management, security net for children and support should be account for. It also provides an extra layer of security for the family in unforeseen circumstances, where she might become a primary caregiver or start a business or working at a later stage. Let's value ourselves and our partners, ensuring peace of mind in achieving our financial goals.

06/08/2024

I'm often asked, "What is the first step to financial planning?" My answer is simple: ask yourself 'why'! Why do you need financial planning?

Start by listing all your wishes without considering money as a hindrance - a new car, a cruise, a house, sending your kids to university, etc. Prioritize them as Very High, High, Medium, or Low. Select the top three 'Very High' priority items - these are your most important Goals!

Remember, like everything else, to achieve our goals, we need a plan! Then starts the work of saving, investing wisely, calculating risks etc. with the help of a financial plan

So today, just do the first step of making that list! 🗒
Happy Tuesday!

24/07/2024

A good synopsis by Mint of the tax changes announced in the budget.
Key takeaways:
- Longer the investment, better the returns
- Speculative income to be discouraged, play the game by the rules.
- If you make a quick buck, pay more taxes.
- Real estate is still lucrative, invest wisely.
- Diversify and spread your risk.

22/07/2024

Market fluctuations are a buying opportunity! Focus on the investment goals and stay invested!

21/07/2024

A guru takes different forms of life at different stages, a mother, a teacher, a partner, a child, a friend or an advisor! Be that person for someone, show them the right path 👣

19/07/2024

19/07/2024

19/07/2024

Make your money work.
Start investing with proper asset allocation. Speak to an expert now!
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