About 3 years back, a well-established architect friend of mine has been avoiding getting his financial plan done at least for the last 2 years. During this period, he saw me working on plans of many of clients. Being a friend I did not want to mix friendship and profession, hence I never insisted him...Read More

Most new investors focus on the returns of an investment. Returns are the end result for investing activity. From the client’s perspective, expecting better returns is a justified act. After all, why should the investor be bothered about the process of investing? Whatever the financial advisor decides should be ok with the investor. But this...Read More

Are you Ready to Create Wealth? The last stage of financial life is Wealth Creation stage. You can safely assume that you are in Wealth Creation stage if you have taken care of all items listed above in Goal Planning Stage, but need to plan for things listed below- You have already taken care of life...Read More

Plan for your Life Goals The Goal Planning Stage is the Second Stage of Financial Life. During this stage, a person usually completes the things listed in the foundation stage. If you don’t know about the first stage of Financial Life, click here. But he is not aware of the following things- An amount required...Read More

How is your Financial Foundation Strong? In the post ‘Financial Stages of Life – Which stage you belong to?’  I tried to relate real-life stages to Financial Life. So a Childhood is a basic stage when one needs to set a strong foundation. We call the beginning stage of Financial Life as Foundation Stage. This is a stage when...Read More

Human lives are considered to be divided into various stages based on our biological age. Important 3 stages are Childhood, Adolescence, and Adulthood. During all these 3 stages our requirements in terms of life management are different. During childhood it is important to cultivate and develop basic things of a child; like building his/her immunity, creating a strong...Read More