People are, often seeking free financial advice. They tend to ask to suggest best stocks and best mutual funds for ad hoc investments. Some of them are specific for investing in a magical financial instrument where he could get double in one to three years. Many of them want to know while investing a small […]
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Category: Financial Planning
A Recipe to be Rich: Find a Plan and follow it!
Many people make money in one day and then lose out a week later. They are considered themselves investors even though they do not lose money, simply fail to make money, yet they are called themselves as illusory savvy investors. They think investing is an exciting game where there is a lot of drama involves […]
Investing is a very much Personal Plan! Do you agree?
People often asked me questions like, “I have Rs10,000 to invest. What do you recommend I invest in?” And my standard reply is, “Do you have a plan?” Last week, I encountered with a decent man who wanted some investment advice. He described himself as: “I am 40 years old. I have a good job, […]
Want to Quit Your Job? Put a Plan into Place
You may be contemplating to quit your job. But it’s not an easy decision as it will have a huge impact on your personal as well as financial lives so don’t make hasty financial decision that turn out poorly. It does not mean that you are not intending to work but you think you want […]
Are your Advisor is regulated and professionally qualified?
Are you victim of getting free financial planning services and unsolicited financial advice from your bank manager, insurance agents or mutual fund distributer who are keen to update you on the newest insurance plans or NFOs etc. Due to wrong investment advice and deficiency in their financial services, you may be incurring the losses on […]
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 […]