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...

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...

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...

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