Category

Financial Planning
Financial Resolution
Hello everyone. Wish you a very happy new year. May it bring you Health, Wealth, and Happiness. The year 2020 is over. We have learned many lessons from 2020 such as the importance of health, savings, and the importance of having adequate insurance, etc. Many people had ignored this and they had to pay for...
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6 Simple ways to inculcate Good Financial Habits in your child
Parents always want their child to be independent. Physically independent, mentally & emotionally independent and also ‘Financially Independent’. But, just earning money doesn’t mean financial independence. Because managing money is much more important than earning it. If you want to make your child financially independent, then the journey begins for the early age of your...
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Personal Finance learnings from Bollywood Movies
Movies are an inseparable part of our entertainment world. Movies can make us laugh, cry and can make us scared. But, apart from just entertainment, there are a lot of things which we can learn from movies such as courage from ‘Raazi’, real meaning of success from ‘3 Idiots’, patriotism from ‘URI’, determination from ‘Mary...
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This topic for blog came into my mind when I recently went to a College Reunion, where my friends were discussing their life goals and career goals. We were very excited as we were meeting after so many years. ‘I want to retire at 45.’ Sahil, one of my friends said.  This is one of...
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First of all, a very Happy Diwali to all of you. May the millions of lamps of Diwali brighten your life with happiness, health & wealth. I am sure you must be very excited for this festive season. After all, it is kind of an opportunity to be happy during this pandemic situation. A lot...
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In this article let’s talk about most common money mistakes that many of us keep repeating, some by ignorance and some by procrastination. Financial mistakes lead to financial disasters. This can simply be attributed to our negligence. Awareness can also be an issue with some of us. Here are the most common problems and their...
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In this article lets understand what is risk in any investment? What are the types of Risks you are exposed to when you invest? Can you completely avoid the risk? Why risk is the most important factor in investment and how does risk affect returns on an investment? In my last article Difference between Debt...
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What is Risk Profiling: All of us need to understand that Risk Profile is one of the most important area to be considered while investing, but often missed. In this blog we will understand what is Risk profiling and importance of Risk Profiling in investing. Most of us participate in some or the other sports...
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Financial Plan
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...
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Financial Advisor India
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...
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