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Learn to Manage & Invest Your Money Better

How to manage and grow one’s money better ?

Where and How to invest it SAFELY ?

How to plan finances to meet goals – International Vacations, Buying a home, Children’s Future, Retirement, etc) ?

How to select the best mutual Funds / insurance policies ?

What money / financial mistakes to avoid ?

etc, etc and 50 other questions

The Blueprint is based on real life experiences we have had while serving varied client needs at Finqa.

One of the greatest needs felt was a book which would explain in simple and clear language, the various aspect of money and finance and make it really easy for regular people to understand important concepts.

Scroll down to know more about what you will learn.


What’s in the Book & What will you Learn ?


1.) GETTING STARTED
Are you earning enough?
How much are you saving? And is it enough?
Why are you saving money?
Why is it hard to save money?
What is the difference between saving and investing?
How is your growth measured?
How does your money grow?
The risk of losing your money
How to not lose money?
Where all can your money grow?

2.) FINANCIAL PLANNING
How much money will you need?
How should you prioritise your goals
How to plan for buying your first home?
How to plan for your children’s future?
How much will you need for your retirement fund?
How much will you need to meet any goal?

3.) OPTIONS FOR INVESTING
Where can you invest your money
Direct Equity investments
What are Mutual Funds?
What are Equity Mutual Funds?
What are Debt Mutual Funds?
Exchange Traded Funds (ETFs)
Unit Linked Insurance Plans (ULIPs
Real Estate
Gold
A savings account
Fixed and Recurring Deposits
Bonds
PF/PPF/NSC/Post Office schemes

4.) DESIGNING YOUR INVESTMENT PORTFOLIO
What is a portfolio and how to structure it?
Do you need to monitor your portfolio?
When and how to rebalance your portfolio?

5.) THE ABSOLUTE ESSENTIALS
The Emergency Fund
Life Insurance – How much should you have?
Health Insurance – How much cover should you have?
Other important types of insurance
Tax Savings and how you can save taxes legally?

 

6.) TAKING ACTION
What is a Systematic Investment Plan (SIP)?
What is a Systematic Transfer Plan (STP)?
What is a Systematic Withdrawal Plan (SWP)?
How to select the right Mutual Funds
Five steps to the perfect financial Future
How much does it take to save a Crore?
Myths, and Mistakes to Avoid
Retirement planning is not for the Old
Ten things to do before you Retire
What should I do with my Bonus
Here are some ways in which you can save money
And here are some things you should NOT try and save money on
Key Takeaways

How should someone in their 20’s invest?
How should someone in their 30’s invest?
How should someone in their 40’s invest?
How should someone in their 50’s invest?


This book is available as part of our ‘Learn Plan’