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Query 1: Arjun Sharma (Age 42) — Portfolio Review & Multiple Goal Planning Question: Has a ₹3 crore portfolio and ₹2,23,000 monthly total flow. Wants to clean up his portfolio… Continue Reading Answers to Every Question from Gold-Silver ETFs to Underperforming Funds
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Q & A What is the biggest mistake a person earning ₹500 (or an initial income) every month is making today? Is there any insurance available in case someone loses… Continue Reading Path to make 1 Cr corpus from 3k monthly SIP | Roadmap for 35+ age investors
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‘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.
