Financial Planner in India

Financial Planner in India Many people ask me who is a Financial Planner, What is the need and how can I use their services to my benefit? A financial planner is a qualified investment professional who helps individuals and corporations meet their long-term financial objectives by analyzing the client’s status and setting up a program […]

Continue reading

A Risk bigger than inflation risk

Today I’m going to talk about a risk to your financial planning which is bigger than the inflation risk. This risk is the risk of falling interest rates. 15 years back the rate of interest on Bank fixed deposits was in the range of 12 to 18% if you had a a fixed deposit for […]

Continue reading

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. […]

Continue reading

Financial Planner Course

Financial Planner Course The growth of the financial sector in India makes financial planning one of the fastest growing professions. The estimated demand of financial planners is around 50,000 CFP professionals in the banking and financial services industry in India. However, till May 2017, India has had only 1828 CFP professionals. CFP certification is recognised in […]

Continue reading

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: […]

Continue reading

The Honesty Pledge to tackle misselling

Honesty Pledge – what is that? you may ask. Well, you may have heard the word “Pledge” in your school. We were made to say it every time in our assembly. I still remember the India Pledge which we used to say – India is my country …. On the same lines, I think that Financial […]

Continue reading

5 Questions to Ask Your Financial Planner

5 Questions to Ask You Financial Planner Ask these questions to any Financial Planner before you engage his/her services 1.    How will you help me reach my goals? Our View – Helping you reach your goals is bigger than just focusing on stocks and the markets – it’s about understanding your priorities, your goals and […]

Continue reading

Get Started and initial questions. 

Following are few steps to get started on your journey to achieve financial independence followed by frequently asked questions. For other questions please go through the blog. Please drop me a note if you still have questions and I will be happy to help you. So here it goes… 1. Create an emergency corpus. 2. […]

Continue reading

Check PF balance via Missed Call

Check PF Balance via Missed Call:- Finally the good news, the new missed call facility for your PF Balance alert has started. In order to know your TOTAL Provident Fund  BALANCE, simply give a missed call on 011-22901406 from your registered mobile no. and u will get SMS alert immediately. If the UAN of the […]

Continue reading