Category: Financial planning

Except if you are in government service and have a nice subsidy for everything in your life and have a pension, there is financial tension. The Indian Finance industry is no exception, and as in every industry, the most threatened… Read more

Doctors are the toughest to define professionals! You find doctors earning as little as Rs. 200,000 a year to doctors earning Rs. 200,000 a day. It may be some exaggeration, but it is not far away from the truth. However… Read more

Here was a man turning 63, he had retired about 3 years ago, wife was CXO and about to retire in 2 years time. He had a net worth of about Rs. 5 crores (including his own esop) and a… Read more

As we know, financial planning provides a comprehensive evaluation of an investor’s current and future financial state by using currently known variables to predict future cash flows, asset values and withdrawal plans. A good financial plan can alert an investor to changes that… Read more

You create a plan keeping in mind the client’s best interests. This plan is based on the information gleaned by you in your meetings with them. However, they may not be able to understand the nuances of this plan and… Read more

Read your bible ( books) well As financial advisers, we do not have a mandatory academic curriculum and hence our success largely depends on experience. But experience comes after few years. But how can you ensure that you do fewer… Read more

1. Could you please give us an overview of the LIA? LIA is Libya’s Sovereign Wealth Fund with a value of around 67 Billion USD distributed between financial securities and direct investments in Africa, Middle East , Europe,USA and Asia…. Read more

​If you’re a financial adviser, this will be one of the most important articles you ever read. Print it out and put it on your desk if you want.   1. They want someone who will understand their situation. How well… Read more