Financial planning is required at every stage in life to realise your goals and this exercise takes new dimensions when there is a life partner in the picture. On the…
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What is an ETF? How does an ETF work? How is ETF different from a mutual fund scheme? Expense ratio & Tax Implications ? Any limitations of holding an ETF?…
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Financial planning is required at every stage in life in order to live well and realise your goals. This exercise takes new dimensions when there’s a life partner in the…
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The Union Budget 2017 creates a wonderful opportunity for first time home buyers but puts a dent in real estate portfolio if someone owns multiple properties. How? Hear it from…
Continue readingAfter 8 years of experience in financial advisory & management of clients investments portfolios, here are my observations on top 3 Money Disorders quite prevalent in the Indian society. You could…
Continue reading‘Their money was underutilised, and then they met a financial planner’
Rajat Jain and Smriti Handa knew that their investments in real estate and fixed deposits were not ideal, but didn’t have the time or expertise to look at other products.
‘Finding her direction with the help of a detailed financial map’
A closer look at Supriya Rocha’s investments showed that unlike most people, her’s were almost entirely in equity-based products.
