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...

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...

One of the leading trends within the credit industry in the recent past is that of Peer To Peer Lending, popularly known as P2P lending....

When investing for our financial goals most of us tend to follow a product first, process next approach. In other words, we tend to focus...

Understanding the risk profile of a client is an important prerequisite of any advisory engagement. In fact the regulatory body for...

In the case of any advisor with a reasonable client base, a central challenge for the advisor would be to help their clients taste...

Most of us are aware of what working with financial advisors involves in a broad sense. It involves working with professionals who serve...

Investment advisory is a sphere that has, and continues to go through constant evolution. The advent of the SEBI Investment Advisor...

Those of us who have the habit of following business news channels on television would have seen a variety of so called market experts...

The presence of a fiduciary element where advisors serve in the best interests of their clients represents the fundamental essence of any...

One question that always crosses the mind of most investors in India is whether or not to have some exposure to international markets in...

Hybrid mutual funds are gaining popularity among investors thanks to the convenience they are advertised to provide in terms of holding...

All of us have various strategies when it comes to investing. Whether we follow a complex tactical approach or a more simple, systematic...

Another financial year has recently come to an end. That means it is time for us start planning the process of filing our taxes for the...

When working with a professional financial advisor or planner, there are a number of default principles and thumb rules that are applied...