Topics to discuss: -What are the responsibilities that money fullfills in life ? -How much money can satisfy an individual’s happyness ? -What is a freedom number ? -How does…
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Topics to discuss: -What are the negative aspects of Credit hunger ? -How does a bad CIBIL score impact your profile ? -Does any loan exquiry or miscellaneous expenses pull…
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Topics to discuss -How to distinguish between goal based & non goal based financial planning? -How to set targets for starting investments via SIP? -Is to good to continue SIPs…
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Topics to discuss: How to fulfill the dream to become crorepati? Is it required to know about the product before investing in it ? What and why do people do…
Continue readingYour portfolio should not be rejigged unless your goals are due in the next two-three years. Read on… Click here to view the article.
Continue readingShopping during festivals can be a deep psychological experience, besides addressing your functional needs. Whether you’re a habitual spender or a needs-based shopper, you are sure to buy something even…
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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 reading‘How an IT couple realized their dream of a larger home’
Keshav Prasad and Mohini Latha used their own funds, and a home loan which was also tax-efficient.
‘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.
