5nance Blog - Financial planning and Wealth Management
March
22
2018
Should I stop SIP when the market is going down?

“Do not let the market fluctuations affect you. Do not stop your SIP”, suggested Rohan.

To which Rahul countered, “There is no value left in the market and returns look low. I think the best way would be to stop the SIP for now and resume when the market corrects.”

Rahul turned a deaf ear to Rohan’s advice and discontinued his SIP during the market crash in November 2008. On the other hand, Rohan continued his investment, keeping himself unaffected by the market movements. This is what their returns look like.

Read more
March
22
2018
A Life Without Budgeting - Another Unplanned Month!

More often than not, I am green with envy while looking at the success of people around me, their fulfilled lives - great jobs, smartness, financial wellbeing and the list goes on.Here I am, struggling to make ends meet so that I can fulfil my everyday obligations as my dues constantly stack up in the liability account.

Read more
February
23
2018
Avoid 5 Common Mistakes Every Unorganized Tax-payer Makes

Planning tax does not always have to be overwhelming. Like you, I too was once a beginner who was struggling with tax planning and filing. I made silly mistakes like exploring only section 80C, making wrong investments at the last minute and not structuring my salary well.

Read more
December
29
2017
4 Surprising Financial Lessons from Santa

Hi Dear Children,

Thank you for your wishes and letters. I read each of your letter and I am brimming with joy to see how concerned you all are in taking charge of your finances. Financial independence is the biggest gift you can give to yourself and your family.

What you earn is important, but what you do with your earnings is more important.

As a response to some of your letters asking for financial advice, I have penned down 4 lessons from my personal experiences. Hope you will find it useful and would apply in the new year. But before that, I have tried my hand at editing the jingle to match my advice. Enjoy!

Read more
December
14
2017
Is Corporate Health Insurance enough to secure your family’s health?

Amit 45 lives with a family of five that includes his wife, two kids and dependent mother. They are all quite healthy except for age is catching up to his mother. He was of the view that separate health insurance is a waste as the corporate cover provided by his new employer is more than enough for his family health needs.

Let’s have a closer look at why is it not enough…

Read more
Finance_blog_img
Popular Posts
Strengthening Your Money in Indian Stocks: Tips for Novice Investors
03 May 2024
Election Vs Stock Selection – The Cross Connection
10 May 2024
Benefits of AI in Investment Portfolio Management
24 May 2024
Recent Posts
Types of Alternative Investment Funds in India: A Complete Guide
29 October 2024
Alternative Investments: A Beginners Guide
25 October 2024
Can a Systematic Withdrawal Plan (SWP) Give You Great Returns?
07 October 2024
KNOW MORE ABOUT 5NANCE
What is financial planning? How is 5nance.com better?
Financial planning is a process that provides you with (a) A scientific way to manage your finances. It helps individuals make calculated provisions to align their future goals and requirements. and (b) a personal goal plan that enables users to realize objectives for their future. 5nance makes use of an innovative financial planning software to analyze your existing portfolio and set up plans to meet those objectives. We offer financial planning tools and services like budgeting, investment planning, insurance planning, cash management, retirement planning and real estate planning.
Who is a financial planner? How can 5nance.com help you plan better?
A financial planner is an expert who advises users to manage money in a methodical manner. Our personal finance software plays the role of a budget planner and helps users plan their goals and make goal based investments.. Our integrated financial accounting software helps users identify their financial requirements, present priorities, future needs and products that are most suitable to meet their needs. We provide tools that allow our users to create monthly investment plans, track spending patterns and optimize savings.
How does 5nance.com create an individual’s personal financial plan?
As a personal budget software, we take care of user’s money management needs such as budgeting, expenses tracking and savings optimization. You can expect comprehensive financial planning and best investment recommendations from our investor friendly portal. We provide real time portfolio tracking and put out timely alerts and research calls to optimize returns on their investments. Online automated advisory and services offered by us is absolutely free of cost. Users can make investment through our portal without incurring any expenditure.
How is 5nance platform different from others?
Like a personal budgeting software, 5nance.com offers a platform that enables users to go for budgeting, planning, advisory, portfolio tracking and investments in just few clicks. We allow users to link their bank accounts with our portal to facilitate ease of operation. Users can execute financial transactions and get prudent advisory at zero cost.
All rights reserved. Reproduction of any content in any form, including but not limited to articles, tips, photos, videos, designs, graphs or any form of representations, in whole or in part, in any form or any medium without explicit written consent of Innovage Fintech Private Limited is prohibited.

Innovage Fintech Private Limited is registered with Association of Mutual Funds in India (AMFI) as a mutual fund distributor having ARN no. 87155 and is also holding a valid Corporate Agent (CA) registration with Insurance Regulatory and Development Authority of India (IRDAI) registration no. CA0339. Any recommendation provided by Innovage Fintech Private Limited to the customers on mutual funds is incidental to its primary activity. For products other than mutual fund, no recommendation is provided in any form by Innovage Fintech Private Limited.
Advisory Services on 5nance.com is provided by Innovage Investment Advisers Private Limited, a SEBI registered Investment Adviser having registration no. INA 000003809 (Valid from 13th Nov 2015 - Perpetual). BASL membership no 1462
  • Complete name of Investment Adviser as registered with SEBI Innovage Investment Advisers Private Limited
  • Type of Registration (Individual or Non-Individual) Non-Individual
  • Contact details of the Principal Officer Principal Officer - Chintan Vora Tel : +91-8048131677 E-mail : chintan@5nance.com
  • Registration number and validity of registration INA000003809 (Valid from 13th Nov 2015 - Perpetual) BASL membership no 1462
  • Corresponding SEBI regional/local office address SEBI Bhavan II BKC Plot no. C-7, ‘G’ Block, Bandra Kurla Complex,
    Bandra (E), Mumbai - 400051, Maharashtra     Tel : +91-22-26449000/40459000 E-mail : sebi@sebi.gov.in
;
* Mutual Fund investments are subject to market risks, read all scheme related documents carefully before investing.
* Insurance is the subject matter of solicitation.



REACH US
+91 8048-131-677
10 am to 6 pm (weekdays)
Call Me Back
Need Help?
Chat With Us
Do Video Calling
It’s Free, Start Now!
Give little, Get More
Invite your friends and share your referral code - .
Both of you win shopping vouchers when your friend completes his/her first transaction
You’re Inviting
I know Email ID
VIEW TERMS AND CONDITIONS