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    • Home
    • Financial Process
    • Mutual Funds
    • Trainings
    • Financial Awareness
      • Blogs & Articles
      • Videos
      • Knowledge Nuggets
      • Financial Buzz
    • About
    • Contact
    • Live Stream

Wishing Tree
Invest With Awareness

Wishing Tree Invest With AwarenessWishing Tree Invest With AwarenessWishing Tree Invest With Awareness
  • Home
  • Financial Process
  • Mutual Funds
  • Trainings
  • Financial Awareness
    • Blogs & Articles
    • Videos
    • Knowledge Nuggets
    • Financial Buzz
  • About
  • Contact
  • Live Stream

Welcome

There's much of financial buzz here between Maya & Sonia! So, take your time, and enjoy all the buzz to know more about personal finance. 


Financial Buzz

Basic Investment Acronyms - The first step to financial literacy is to get to know the financial language.


    Financial Buzz Comics

    Why Earlier the Better it is for Investing?

       UNDERSTANDING TIME VALUE OF MONEY  

    Retirement Corpus Planning

    3 BUCKET STRATEGY

    Who should invest in Bonds? Should I?

    About Bonds as an investment option.

    Insurance and Financial Planning

    Do you have required insurance in your financial plan to mitigate unavoidable risks?

    Stock Shopping or Stock investing?

    Are you shoppinng the stocks from the stock market or are you investing in stocks?


    Download PDF

    RETIREMENT PLANNING

     

    Mama, Papa , my friends are planning to go to Mahabaleshwar for camping this summer break.. I wish to go. I will need some money...
    Mama and Papa - Ofcourse you should go.
    How much money will you need, have you estimated? A major financial learning starts with this question.
    After years,
    Beti/Beta - Since pandemic, you guys are stuck inside the house, why don't you go to Manali this summer? Will do the bookings right away and don't worry about expenses, it will be on me (time changes, children gets independent and role reversal starts..) .
    Mama/Papa - Arey, we were about to tell you, we are travelling to Europe this summer ..as per our retirement plan ..remember...yes delayed but not dropped. And, everything is taken care, the travel expenses and booking! Don't worry...
    But, Its high time your family should take a vacation.. Isn't? 

    A major realization happens - Financial planning started earlier in life helps to stay self-reliant after retirement. 

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