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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
8 views
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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
15 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
12 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
28 views
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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
11 views
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Fill The Buckets Up
The Retirement Bucket Strategy is one of the most popular and widely recommended strategies when in comes to managing our portfolios in...
Akshay Nayak
May 4, 20236 min read
47 views
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Get The Buckets Out
Planning for retirement is the most challenging financial goal of them all. It is the only goal which requires planning right from the...
Akshay Nayak
May 4, 20236 min read
34 views
0 comments


Is Any Withdrawal Rate Safe?
After we retire, the retirement corpus we have accumulated over the years becomes our most important asset. And assuming that our corpus...
Akshay Nayak
May 4, 20236 min read
13 views
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Changes In Debt Fund Taxation : The Way Forward
Debt mutual funds had slowly started to gain popularity in India as an alternative to traditional savings products such as fixed and...
Akshay Nayak
May 4, 20236 min read
27 views
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The Misunderstood Pension Scheme
The National Pension System (NPS) is one of the most popular defined contribution plans for retirement in India. A defined contribution...
Akshay Nayak
May 3, 20235 min read
25 views
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ELSS Post Budget 2023 : Still Relevant?
Equity as an asset class has become the darling of almost every Indian investor today. And when exposure to equity is combined with the...
Akshay Nayak
May 3, 20234 min read
27 views
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The Case For Multi Asset Portfolios
When we build our investment portfolios, most of us tend to build portfolios that are too significantly exposed to a single asset class,...
Akshay Nayak
May 3, 20234 min read
19 views
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Taxes And Messages Post Budget 2023
The Union Budget for the forthcoming financial year was put forth a few months ago. One of the major highlights of the budget this year...
Akshay Nayak
May 3, 20234 min read
11 views
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Low Cost, Highly Effective Portfolios
The processes employed by Indian investors to construct their investment portfolios have evolved significantly over the years. Portfolios...
Akshay Nayak
May 3, 20235 min read
137 views
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Wealth For The Masters Of Health - II : Prescriptions For Portfolios And Goals
Continuing the discussion regarding financial guidelines for doctors which began last time with a discussion on the principles of...
Akshay Nayak
May 3, 20235 min read
18 views
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Wealth For The Masters Of Health - I : Financial Health Checklist
Doctors and any other professionals working in or associated with the field of medicine and healthcare have always been looked upon with...
Akshay Nayak
May 3, 20235 min read
17 views
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What Advisory Conversations Should Be About
Conversations between clients and advisors are at the heart of any advisory engagement. The quality of these conversations goes a long...
Akshay Nayak
May 3, 20234 min read
11 views
0 comments


The Equity Fund Blueprint
Mutual funds have become one of the most popular vehicles for investments all over the world. This is especially true for equity...
Akshay Nayak
May 2, 20235 min read
12 views
0 comments


The State Of Advice Today
Having access to sound financial and investment advice has always served as an advantage for those who seek it against those who don't....
Akshay Nayak
May 2, 20235 min read
13 views
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