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What to review in a financial plan

Mukund Seshadri Certified Financial Planner & Partner, MS Ventures Financial Planners You may have often come across the statement that “a financial plan needs to be reviewed from time to time”. However, the trouble is: most of us really don’t know what exactly should be considered while reviewing a financial plan. Many people assume that it is about checking the value of the investment. Sure, you need to check your returns, but that is not the only thing you should do. There are other factors to consider in a review of a financial plan.

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