The trend of using passive funds to construct equity portfolios is gaining traction among Indian investors. I have explained the benefits...

Over the course of our financial journeys there are a number of aspects that are important. How prudently we save, invest, handle and...

The first thing we remember when someone mentions the acronym ITR would be our income tax return forms. But within the sphere of...

We mostly tend to have certain stereotypical images of those who are wealthy. We visualise individuals who have the best of everything...

Our foremost objective when managing money is to save and invest enough money for our goals. As a result, we constantly look for ways to...

Leaving an inheritance for our loved ones is a common aspiration for most of us. But any inheritance brings with it a unique set of...

In the final part of my series on financial planning strategies for everyone, we will look at strategies for retirees. Retirement is a...

Last week I began this series on financial planning strategies for all age groups. The first part focussed on financial planning...

Financial planning is meant for everyone. It pertains to every decision that impacts our money and financial situations. The kind of...

Those of us who seek clarity on aspects of our finances may choose to work with financial planners. The commencement of a financial...

Indian investors are waking up to the importance of having a liquid debt component in their portfolios. They are beginning to view debt...

All of us plan and strive hard to achieve financial independence. With disciplined and consistent effort, it is definitely achievable....

Effective wealth transmission is an important part of any wealth creation journey. In fact, ineffective wealth transmission is a major...

The average Indian investor has always shown a lopsided preference towards one particular asset class. 50 to 60 years ago, debt was...

Managing money is one of the most important jobs for any couple. In India most households have traditionally been single income...

Creating wealth is a painstaking exercise. It requires consistent effort over a long period of time. The margin for error available in...

The early years of an individual's career and investment journey are crucial. It is a period where responsibilities are few. There is...

Within the exercise of financial advisory, investment decisions recieve the most attention. Investors judge the effectiveness of their...

Whenever the topic of estate planning and wealth transmission is broached the first, and probably the only thing that comes to most...

When used to refer to people, the term millennial is used to define those of us who have reached or will reach young adulthood in the...