Birthday celebrations bring an excellent opportunity to connect with your family and friends. It becomes a special opportunity when your childhood friends wish you and spend time with you on your special day! A few...
Well-known US-based independent investor Ralph Seger once said: “An investor without investment objectives is like a traveler without a destination.” He is right. One should invest only after identifying goals. Conventionally, investment planning used to...
Who to approach and ask if I have a question regarding my investments or savings or retirement planning? This may look to be a trivial question, but need not be so. Where do we source...
Fathers share a special bond with their daughters, probably because they are always aware that their little princesses will eventually leave the nest to start their own families. For this reason, parents begin planning for...
Early retirement phenomenon is getting popular among Indians. Visit any financial forum and you would find that the most asked question is ‘which is the best mutual fund’ and ‘I have X amount of money,...
Can you recollect the day in your life, when you handled cash for the first time? It can be at age 10, when you got pocket money from your father! Now think about till what...
Ask, answer, and act! In the previous article of this series, we saw that financial planning is an activity that ensures an individual and his loved ones can face planned/unplanned expenses at any point in...
Kamal is a Marketing Manager with an IT company based in Noida while his wife is a homemaker. They reside in their parental home and maintain a simple lifestyle. Kamal has predominantly invested in traditional...
You should know the Basics of Financial Planning which forms the solid base for your financial pyramid. They may look trivial yet it plays a crucial role in the success of your financial plan and...
Women are underserved and underestimated as consumers… ~ Geraldine Laybourne The general perception is that only men ideally need financial planning. Most educated and working women feel that managing money is a man’s job. Why...
‘Financial Planning’ is the new buzzword in the current financial services landscape in India. We tend to hear a lot about financial planning these days. The buzzword is used in all sorts of context creating...
