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Financial Planning
India’s Latest Push for Foreign Capital: What Do They Mean for...
Three big headlines, three different groups of investors, one common goal - explained simply.
A few months ago, I was speaking with an NRI client.
His...
Recent Comments
Insurance Planning
Cancer Care Plans – Concept, Features and Comparison
LIC has recently come up with its second health insurance plan with name LIC cancer care plan. Many other companies also have similar kind...
Claim settlement ratio – Is it really important to consider?
Claim settlement ratio has become a parameter of the integrity of the Insurer. People look down on the insurer having a low ratio. Every...
Cash Flow Planning
Estate Planning
25 Questions for NRIs to think for proper Estate Planning In India
Estate planning for NRIs with roots in India essentially involves creating a clear and workable...
NRI Inheriting Assets in India – How to Manage and Invest the Proceeds?
One of my blog readers recently shared a thoughtful query, which deserved a detailed response,...
Estate Planning for NRIs – Should NRIs Write Two Wills?
Will writing for NRIs is as important as Resident Indians? It’s an important part of...
10 Financial Planning Thumb Rules for better Investment Management
In today's fast-paced world, people (especially the younger generation) seek shortcuts and simplified rules in...
Estate Planning in India: All you wanted to know (with FAQs)
When it comes to estate planning in India, people are of the notion that it...
Health Insurance
My Care Enhance Claim Experience: A Super Top-Up Reality Check
Disclosure: This article reflects my personal experience as a policyholder managing a family claim under...
Free Health Insurance for Senior Citizens by Government of India
Last week, a retired client, Mr. Raghavan, visited my office with a worried look. At...
Financial Freedom: A Journey of Responsibility and Minimalism
Financial freedom isn't just about having a large bank balance; it's about the freedom to...
LIC Arogya Rakshak- How good this health insurance plan is?
The pandemic has once again taught us the lesson on how important it is to...
Health Insurance for Diabetes- Comparative Analysis
Diabetes, the word itself is very haunting. As commonly called “Sugar” it is a chronic...
Investment Behaviour
India’s Latest Push for Foreign Capital: What Do They Mean for NRIs and Foreign Investors?
Three big headlines, three different groups of investors, one common goal - explained simply.
A few...
The Market Will Always Scare You. Invest Anyway.
A long-term investing guide to overcoming the 5 biggest investing fears — answered by data.
THE...
Reasonability: The Missing Link in Financial Planning
Sometimes the best financial decisions aren’t always the most logical ones
While reading about Harry Markowitz,...
Why Chasing High Returns Often Hurts Investors
A few weeks ago, a client sent me a screenshot. It was a chart of...
From Financial Independence to Financial Freedom — The Journey within
Estimated reading time: 7 minutes
It's that time of year again — Independence Day. A time...
Investment Options
India’s Latest Push for Foreign Capital: What Do They Mean for NRIs and Foreign Investors?
Three big headlines, three different groups of investors, one common goal - explained simply.
A few...
Is Your Fund Really Performing Well? Understanding the Information Ratio
Everyone wants good returns from mutual funds. Some people want their fund to outperform their...
Child Investment Plans – A Comprehensive Guide
Every parent dreams of giving their child the best opportunities in life, especially regarding education....
SM REITs in India- A Comprehensive Guide
With Real estate as one of the most sought-after investment vehicles by most investors, Real...
GIFT City in India: Unlocking Investment Opportunities for Global Investors
With Investment options rising locally and globally, GIFT City in India is becoming a popular...
Life Insurance
Financial Freedom: A Journey of Responsibility and Minimalism
Financial freedom isn't just about having a large bank balance; it's about the freedom to...
5 Best and lesser-known ways to use Life Insurance Policies in India
Life Insurance carries an important place in the financial planning of an individual. This is...
How to select suitable Online Term Insurance?
Gone are the days when online term insurance policies were simple and easy to select....
Mutual Funds
Is Your Fund Really Performing Well? Understanding the Information Ratio
Everyone wants good returns from mutual funds. Some people want their fund to outperform their...
The Truth About Compounding in Mutual Funds: It’s Not What You Think
Aap log hamesha bolte ho compounding-compounding… par Mutual Funds mein toh koi fixed interest nahi...
MITRA Platform: A Game-Changer for Unclaimed Mutual Funds
When I started my professional journey at a private bank in 2003, we used to...
Child Investment Plans – A Comprehensive Guide
Every parent dreams of giving their child the best opportunities in life, especially regarding education....
24 Timeless Personal Finance Articles Rated Best by Our Readers
In this post, we've put together 24 of the most popular personal finance articles from...
NRI
India’s Latest Push for Foreign Capital: What Do They Mean for NRIs and Foreign Investors?
Three big headlines, three different groups of investors, one common goal - explained simply.
A few...
25 Questions for NRIs to think for proper Estate Planning In India
Estate planning for NRIs with roots in India essentially involves creating a clear and workable...
SEBI’s DigiLocker Initiative: Finally, Estate Planning That Works
Let me share a moment that's stayed with me for years.
A few years ago, I...
Should NRIs Keep or Close Their Indian Bank Accounts and Investments?
Rohan moved to the US for his master’s degree. While studying, he didn’t worry about...
Estate Planning for NRIs – Should NRIs Write Two Wills?
Will writing for NRIs is as important as Resident Indians? It’s an important part of...
Retirement Planning
Income or Expenses – What matters more for your Financial wellbeing?
It's Not Your Income That Builds Wealth. It's What You Spend.
Last month, I met a...
A Guide for NRIs Returning to India: UK Pension Fund Transfer to India
Ankit, a 47-year-old professional, had spent over two decades in the UK building a career,...
Retirement Plans in Singapore: What Returning NRIs Need to Know
In today’s globalized world, career opportunities are no longer confined to India, with many professionals...
24 Timeless Personal Finance Articles Rated Best by Our Readers
In this post, we've put together 24 of the most popular personal finance articles from...
Financial Freedom: A Journey of Responsibility and Minimalism
Financial freedom isn't just about having a large bank balance; it's about the freedom to...
Tax Planning
India’s Latest Push for Foreign Capital: What Do They Mean for NRIs and Foreign Investors?
Three big headlines, three different groups of investors, one common goal - explained simply.
A few...
New Tax Regime or Old — The Answer Depends on More Than Just Tax Slabs
Choosing between India's old and new tax regime in FY 2025–26 is not about which regime has better rates or more deductions. It is about which one fits how your financial life is actually structured. This article walks through three real salary situations — ₹12 lakh, ₹25 lakh, and ₹50 lakh — and explains why the right answer is genuinely different for each person.
NRI Inheriting Assets in India – How to Manage and Invest the Proceeds?
One of my blog readers recently shared a thoughtful query, which deserved a detailed response,...
Union Budget 2025 and its impact on your finances
Every Union Budget has an impact on our money—sometimes directly, sometimes indirectly. The direct impact...
Product Review
Fractional Ownership in Real Estate – Is this Really a Smart way of Investing in Properties?
In recent years, the preferences of Indian investors have changed significantly. Call it Financial markets...
LIC Arogya Rakshak- How good this health insurance plan is?
The pandemic has once again taught us the lesson on how important it is to...
Bajaj Allianz life Guaranteed Pension Goal- A Detailed Review
Estimated reading time: 10 minutes
There are 3 kinds of Investors. One who are risk-takers and...
What is DigiLocker? – How to open and use DigiLocker account.
The recent changes in Motor Vehicle Rules which came into effect from 1st October 2020...
LIC Jeevan Akshay VII| The Popular Pension Plan is back
LIC is back with its most popular Immediate Pension Plan Jeevan Akshay VII or should...