Ramdas Patil goals include building an emergency corpus, buying a house, saving for his child's education, and his retirement.

Abhishek and Niharika Srivastava's goals include saving for emergencies, a house, future child’s education and wedding, and retirement.

Determining the amount of insurance one needs is important. One broad estimate is that it should be 6-7 times one’s annual income.

There are pros and cons in the quality of advice you get from automated online financial planning programs and the good-old wealth planner.

RBI has told the govt that it is against FDI coming into the financial sector through the automatic route.