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Investment management, financial planning, tax planning, and estate planning are all parts of the comprehensive service known as wealth management, which aims to provide a client with a holistic view of their financial situation.

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Financial planning is a comprehensive process of setting and planning future financial goals as well as managing finances to help you your realize your long-term and short-term financial goals and ensure the safety of your financial future based on the current financial situation and available resources, keeping inflation in mind. Financial planning needs to be comprehensive and holistic in its approach in order to be effective.

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Financial planning is not just about achieving higher levels of financial well-being; it is also about leading a wonderful lifestyle with financial freedom. It gives you peace of mind to know where you want to be and how to get there.

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With TDS on mutual fund investments, investors are considered better off if they opt for capital gains through growth plans instead of the dividend option. According to their investing objectives, investors can select either the growth or dividend option. Because the benefit of compounding is lost when AMC offers you dividends, consumers who want to increase their money over the long term typically choose the growth option.

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It is time of the year when you will have a salary increment and annual bonus as well. You must have already planned where to utilize the bonus. Wait! Read following financial planning steps. These steps will help you to prioritize where you can use the bonus most effectively. 

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To do sound financial planning, you need to have a firm grasp of money management, regardless of how much (or little) you know about investments, stock markets, credit cards, and insurance. The first and possibly most crucial stage in financial planning is to have a solid understanding of your finances, or your financial situation, and to be able to manage them intelligently.

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Deposits held by a company are frequently referred to as corporate deposits. Term deposits for corporations or companies are also referred to as such. Companies, mortgage lenders, or other banking and non-banking financial institutions provide these (NBFCs). For enterprises or companies looking to generate money from the general population, this is a great technique.