Financial Planning

Financial Planning is about budgeting and cutting back on unnecessary expenses.

• True

• False

if

i'm generally moving in the right direction, my financial goals will take care of themselves.

• True

• False

Financial planning is for people who are wealthier, older or younger than me.

• True

• False

Working with a financial planner means that I can sit back during the process

• True

• False

Financial planning is a quick fix for my finances

• True

• False

Once I have a financial plan in place I can forget about it.

• True

• False

Having a financial plan isn't going to make a difference in my case

• True

• False

Mutual funds are for long term goals

• True

• False

PSU means

• Public Sector undertakings

• Public saving units

KOTAK Mahindra Bank NPS Scheme

• True

• False