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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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Ordinary Ways To Manage The Extraordinary
Most of us would at some point of time in our lives, face a situation where we receive income that is sudden or unexpected. This could be...
Akshay Nayak
May 1, 20235 min read
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Advisors And Cybersecurity Education
Today, almost all major services in all walks of life can be availed online. And this is no less true in the case of financial services,...
Akshay Nayak
May 1, 20235 min read
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Retirement Investing - I : The Accumulation Phase
An overriding notion when it comes to investing for retirement is that the major reason why most people do not end up creating a corpus...
Akshay Nayak
May 1, 20235 min read
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The Aversion To Advice
Seeking financial advice from competent professionals is a perfectly viable option for most individuals to consider when they need help...
Akshay Nayak
May 1, 20235 min read
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Stacking Up A Stock Portfolio
Most of us find the idea of selecting a set of stocks to build our equity portfolios for our long term financial goals quite enticing....
Akshay Nayak
May 1, 20235 min read
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Bailard, Biehl, Kaiser And Advisors
Over the course of a risk profiling exercise undertaken with prospective clients, advisors attempt to gain insights into the financial...
Akshay Nayak
May 1, 20235 min read
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