How to choose a financial advisor in India

How to choose a financial advisor in India Choosing a financial advisor / planner in India is little tricky. First of all some call themselves as financial advisor, some financial planner and some call themselves as investment advisor. Then there are others who call themselves as wealth managers so on and so forth. So it […]

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Tax Notices

Please make sure that you declare all short term and long term gains arising out of the Liquid funds and short time duration debt funds. Failure to do so would invite a scrutiny from income tax department. These are usually easy to forget as there is no details received from the mutual fund companies about them. […]

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Reasonably priced financial advice in Mumbai

Please help me find reasonably priced financial advice from someone who won’t rob me blind. Someday, I’ll create a keyboard shortcut reply to that email, which I receive too frequently, that gives all the information to ask when seeking such a person. But an ugly fact of the  investment advisory industry has generally been this: […]

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List of best financial advisors in Borivali

You would have seen my blog post with respect to how to select a financial advisor  / planner in India. In that post I have listed down in detail various challenges that most people face when selecting a financial advisor  / planner.   First is the fact that many of them call themselves as either […]

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