Tag: Financial Planning
Invest Smarter: Tips to Beat Mutual Fund Returns!
Mutual funds sahi hai, but let’s be honest—they can feel a bit boring, especially in a bull market. When stocks are soaring, and you...
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 live life on your terms without financial stress. But...
A Tale of a Confused Investor | From Fund Selection to...
"Happy investors are not those who see their investments growing, but those who see their investments growing compared to others." – unknownUnknown
Do you agree?
Let...
Budget 2024-25 |10 Important Direct Tax Changes Impacting your Money
This time in her Budget 24-25 speech, Finance Minister Ms. Nirmala Sitharaman emphasized the government's commitment to simplifying the tax system, improving taxpayer services,...
How Setting Goals Can Transform Your Life: A Must-Read
In the realm of financial planning, one principle stands out above the rest: the necessity of setting goals. Goals give direction and purpose to...
5 step approach to do your Investment Portfolio Review in 2024
Seeing the Past years’ Average and Absolute performance, one of the blog readers emailed me his investment portfolio to review and asked about the...
Fractional Ownership in Real Estate – Is this Really a Smart...
In recent years, the preferences of Indian investors have changed significantly. Call it Financial markets bullishness, as new investors since 2020 have not experienced...
The Real Cost of FREE Financial Advice
Financial planning is no longer an alien word nowadays, and investors appreciate this approach towards their personal financial management. After all this exercise helps...
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 almost all aspects of life. Money management is no...
How will your Post Retirement Life look like?
When you think of Retirement, the only thing that comes to mind is how much money you should be having so you can comfortably...
How to Safeguard the Future of your Child through Financial Planning?
Generally, when such a question is asked, the expectation is that I will suggest some kind of Insurance Plan for the child, or maybe...
Why do Average Investors earn Below Average Market returns?
Estimated reading time: 8 minutes
Today I want to share with you a story of one of my friends, who ‘off and on’ take...
Financial Plan Review is important step of Financial Planning
Financial planning comprises of many assumptions like inflation rates, Income growth rates, Investments rates etc. which keeps on changing with the change in the...
Child Future Planning- A Complete and Useful Guide
One of the most memorable events in a person's life is the birth of a child. In addition to being a milestone in life,...
Must Dos….for corporate employees
Last week I met one of my good friends, Raman, who works as a marketing head in a fast moving consumers good company (FMCG)....
Realty Check
“This is the only investment vehicle where the value never goes down” said one of my client’s as he withdrew all the money lying...
Stay Focussed On Goals
What we are earning for? Why do we want to save? Why do we need our money to grow? All these and many such...
Common Investment mistakes…..when you don’t have a Financial Plan
A few days back on a Saturday evening I was sitting with my good friend Vishal in a Café.
Vishal works with a bank...
Insure Yourself Completely- Don’t Ignore Personal Accident Insurance
We all know that Life is full of Uncertainties. To cover up our Financial Responsibilities we take Life Insurance and that too with proper...
Do it for your family – Do it in Right way
So finally you have understood the importance of Life, Health and accident Insurance. You have started saving for your Retirement and also for your...