Overview of Financial Planning in India

Exploring the Process of Financial Planning in India

Authors

  • Gudipati Srinivasa Rao Author

Keywords:

financial planning, India, households, financial advice, single source, resources, plan, short-term goals, long-term goals, financial planners

Abstract

Financial planning is industries that emerge from the desire of households to receive financial advice from a single source. According to the Financial Planning Association, a main industry organization representing financial planners, financial planning is a process that involves taking stock of all existing resources of individuals, developing a plan to utilize them, and systematically implementing the plan in order to achieve short- and long-term goals of individuals.

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Published

2019-04-01

How to Cite

[1]
“Overview of Financial Planning in India: Exploring the Process of Financial Planning in India”, JASRAE, vol. 16, no. 5, pp. 1873–1875, Apr. 2019, Accessed: Jan. 20, 2026. [Online]. Available: https://ignited.in/index.php/jasrae/article/view/11208