5nance Blog - Financial planning and Wealth Management
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!

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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…

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November
13
2017
Enjoy higher returns with FIT-SIP in a rollercoaster market.

SIP, Systematic Investment Planning, can be voted as a ‘likeable financial planning tool’. For a lot of reasons of course! Two of my personal favorites are:

  • Has helped me cultivate the habit of saving every month
  • Doesn’t demand too much investment to start with

In life, we always have a plan whenever it comes to getting what’s important. So, why not plan our goals by using an SIP? The sooner we start planning; the sooner we could live lives we always wanted. 

Recently though, I came across a solution that’s even smarter when it comes to making investments, called FIT-SIP. Wish to know more? Read on!

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October
24
2017
One small step can be a great leap in your career.

“We don't need no education

We don't need no thought control…”

As a student, every time the topic of studies came up, this Pink Floyd song played in my head.

Jokes apart! We all know how important education is in shaping our career and the most importantly our personalities. That is the reason why every Indian parent stresses on the need for education from the very beginning. They work so hard to give the best education to their kids. But nothing is enough, and thus the need for education loans.

We have put together a brief guide to cover the basics of education loans. Whether a parent or student yourself, consider the following questions before you apply for a loan.

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October
13
2017
Everything you need to know about Mutual Funds

Mutual Funds is the buzzword in financial world these days. We hear people talk about it everywhere, it can definitely be termed as a likable investment for beginners. All because it gives a platform where one doesn’t need much expertise to invest in various asset classes directly. If investing in stocks gives shivers down your spine, Mutual Funds can be your buddy.

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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.



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