In the emotional aspects of real estate investing, everyone would seek property investment in almost every portfolio. Residential property is the most favorite and common asset class that the people should own. Even while people are in high earning and accumulating phase tend to get carried away and keep buying multiple properties and land in […]
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Category: Case Studies
Here’s how different inflation measures impact your financial goals?
The Reserve Bank of India (RBI) Governor Shaktikanta Das said in his monetary policy statement on September 30 that India’s consumer price index (CPI) remains “elevated” due to large adverse supply shocks. The inflation rate in June as measured by the Consumer Price Index came in at 7.01 percent, the highest in around eight years. […]
Early Planned approach for Fulfillment!
Goswamis have just welcomed their early planned approach for seeking help to chart out a plan for managing their money matters is often considered the first step towards financial planning. They have bundle of joy, their daughter Shruti, who is 11 months old. Mohan, 31 is in business of supplying hosiery and garments and his […]
Prudent Financial Planning for Every Parent
In the age of 40s, every parent confronts multiple financial challenges such as paucity of funds, future children financial needs on the rise and commitment towards retirement thanks to rapid growing the monster inflation. Despite these challenges, Mr Pawan Aggarwal , age 41 has approached our financial planner to achieve the financial goals that he […]
Are your savings enough to meet your goals?
Vinit Gulati aged 31 is a probationary officer with a leading PSU bank at Jaipur. He keeps getting transferred every 3-4 years. His wife Ruchika is a homemaker and they have a 5 year-old daughter Udi and a 3-year old son Ritesh. The family includes Vinit’s parents. Vinit’s father, 55, has pensionable job with leading […]
Begin with Financial Plan is half-done
Begin with financial Plan is half done the phrase, goes to Mr. Arvind Rao, aged 30 years, and who is working in Chandigarh-based Company at a managerial level. His wife, Sunita, aged 27 years, is working in Private Company. The couple has decided to get their financial plan when the most people in their age […]
Retirement Planning: A Real Case Scenario Review
Most people are not able to set aside the amount of money needed for their retirement. Because, they are either contribute only a part of it or not at all and ultimately, have they ended up postponing their retirement plans. As a result, they are found the deficit in their required retirement corpus at later […]
Right way to Plan your Child Education and Marriage
Start by planning early. The ideal time to start planning is when you child is born. School fees and other child upbringing expenses may not be a big burden, but it’s for your child’s college, higher studies and marriage that you would probably need to plan and save in advance. The reality is that when […]