Financial Planning
Women’s day – Let’s Stop “Girls Can’t Do” Stories
International Women’s Day (IWD), originally called International Working Women’s Day, is celebrated on March 8 every year. In different region’s the focus of the…
Financial Planning
Goals, budgets, life stages
Financial Planning
Client Priorities – Client First
In a recent study by Investor’s Research Inc., clients were asked what their priorities were with their financial advisor***. Here were their top six…
Financial Planning
Demonetisation effect
With demonetisation almost nearing its completion & 80% of the old notes back with the banks, most of us are questioning, what next? Well,…
Financial Planning
Child education – How much will college cost in future?
To send our child to the best of the colleges, is always top of our wish list. A good college education can open door…
Financial Planning
Black or White – what do I do?
Our dear Prime Minister is known for surprise, and the biggest was on 8th evening, when he announced to demonetize INR 500 & 1000…
Financial Planning
My Wife’s Treasure Chest
With our PM Modi’s bold move to phase out old INR 500 & 1000 currency notes, we have a new crisis at home today.…
Financial Planning
The Best Gift Ever Received
We have heard stories, where kids from their pocket money savings, have purchased an expensive music system or gifted an expensive wrist watch to…
Financial Planning
My dream – How to become Rich?
I thought of writing something differently this time. I asked this question, what is one common dream, most of us look forward to. I…
Financial Planning
Investments – too much clutter in the marketplace!
On one hand, we have Investment product sellers; like banks, brokers & individual consultants, who sell investment products, claiming to offer the best solution…
Financial Planning
Power of Small Savings – Investment series 1
In my last article, I wrote on two key challenges, we as Robo-advisors face; i.e. “Customer mind-set” towards investments, where it comes as last…
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