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When And How Advice Adds Value
Most people constantly toy with the idea of approaching and working with a professional advisor for help with managing their money. But...
Akshay Nayak
May 9, 20236 min read
8 views
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Accessing The Best Advice
When we approach professional advisors for help with managing our money, our most basic expectation would be that the engagement makes a...
Akshay Nayak
May 9, 20236 min read
14 views
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Ensuring Emergency Funds Stay Relevant
Any of us who have a basic understanding of money management and financial planning understand the importance of creating an adequately...
Akshay Nayak
May 9, 20235 min read
17 views
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Step It Up
Investing for long term financial goals requires us to display a lot of focus and discipline throughout the journey to the goal. Along...
Akshay Nayak
May 8, 20235 min read
10 views
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The Ideal Advisor
More and more people today are moving away from managing their finances on their own in favour of working on their finances with a...
Akshay Nayak
May 8, 20235 min read
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The Magic Of Moderation
Understanding our risk profile is an important step in the process of planning our investments and finances. It is based on our risk...
Akshay Nayak
May 8, 20235 min read
6 views
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Five Star Financial Advice
Those of us who intend to work with financial advisors or are already doing so must keep one thing in mind. Most advisors present their...
Akshay Nayak
May 8, 20235 min read
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The Basics Are Universal
Our financial plans are indicative of our desires, dreams and every other thing that we want our money to achieve for us. In effect, this...
Akshay Nayak
May 8, 20235 min read
3 views
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Going For Gold
The idea of purchasing and owning gold has always enjoyed a special place in the mindspace of most Indians. Gold ownership has always...
Akshay Nayak
May 8, 20235 min read
11 views
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Walking The Talk
When we initiate the financial planning exercise and begin our journey to financial independence, we all create the most meticulous and...
Akshay Nayak
May 8, 20235 min read
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The Makings Of A Contrarian
It is very well understood that achieving superior investment performance in the long term requires us to have a contrarian bent of mind....
Akshay Nayak
May 8, 20235 min read
4 views
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Destroying Debt
Debt, in one of its forms or the other has become a part of the lifestyle of any individual in the modern era, almost by default. And...
Akshay Nayak
May 8, 20235 min read
11 views
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The Annual Health Checkup For Financial Plans
We are currently at the beginning of May, which means that we are still just stepping into the new financial year. This makes it an ideal...
Akshay Nayak
May 7, 20234 min read
21 views
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Once Your Time's Up, Then What?
India is a country which predominantly has a very traditional mindset when it comes to investing. The investment patterns followed by one...
Akshay Nayak
May 6, 20236 min read
17 views
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Gun For Wealth, But Don't Forget Health
Health is wealth. One of those timeless sayings that has translations and manifestations in almost any language. And rightly so, because...
Akshay Nayak
May 6, 20236 min read
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Longer Lives For Clients, Bigger Challenges For Advisors
An individual's life expectancy has a major bearing on any financial plan that is formulated for the individual. Our life expectancy...
Akshay Nayak
May 5, 20235 min read
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Blocking Out Retirement Planning Blunders
When planning our retirement, we may tend to make decisions that seem harmless and insignificant in the short term, but go on to have...
Akshay Nayak
May 5, 20236 min read
14 views
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When Kids Enter The Picture
The decision to have children and start a family is a significant and life changing one for those of us who are married. It is largely...
Akshay Nayak
May 5, 20236 min read
11 views
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Funding The College Dream
A major aspiration for most individuals who have minor children would be to fund their children's higher education. In fact, it is the...
Akshay Nayak
May 5, 20235 min read
27 views
0 comments


Clients, Advisors And ETFs
Within the universe of passive investment products, Exchange Traded Funds (ETFs) are one of the most popular options among investors...
Akshay Nayak
May 5, 20235 min read
8 views
0 comments
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