About this ebook
A personal finance term, then, encompasses concepts of money management, saving, and investing. Additionally, it entails such topics as banking, budgeting, mortgages, investments, insurance, retirement planning, and tax planning. As a whole, personal finance comprises the entire industry that provides financial services to individuals and advises them on financial and investment matters. Generally speaking, personal finance refers to managing money, saving money, and investing money. Additionally, it includes planning for banking, budgeting, mortgages, investments, insurance, and retirement. It is possible to consider personal finance to be all the services that an individual receives regarding financial and investment matters.
About the author
Subodh has spent more than a decade with India's largest Banks, Insurance Companies, helping clients with their investment, insurance and mortgage planning needs.
Subodh holds a Certified Financial PlannerCM (CFP) Professional designation from the Financial Planning Standard Board India. CFPCM Certification is the highest professional designation that can be given to a financial planner. Subodh' speciality and fondness for planning, whether it be education planning, retirement planning, investment planning, insurance planning, estate planning, or tax planning. On his time away from work, Subodh loves spending time with his family and reading books.
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