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Advisors/financial planners and intermediaries in personal finance industry have a fiduciary responsibility towards their clients. But clients too have responsibilities that make the relationship flourish and be rewarding for both the parties. Let us look at what traits would a good client have: Know your Expectations: The first and foremost thing is to know your […]
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Easy availability of home loans has accelerated the process of owning your own house. Nisha and Rishi have bought their house three years back. It was a smooth sailing and the home loan to them was Rs.37,286 as EMI, to be paid for next 20 years. With the expected salary raises, the amount could have […]
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“Hey, where are you these days and what do you do?”, asked an old friend, whom I was meeting after almost four years.“I am a Financial Planner” I replied. “Oh! You deal in investments and all that stuff? Good. I would love to have your services but for planning you need finances and paise bachte […]
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There is a saying in Tamil, which goes – To a potter, creating pots is several days work; but to a thug, it takes but a minute to destroy them all. Our Government has been acting like that thug, in many ways. While it is unable to realistically create employment and even meaningfully enable business […]
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A family that eats together, prays together, always lives together! Let’s add one more line ‘A family that discuss money matters together, lives together’. Since a lot of people still believe in the older version of the adage families are hardly involved in the financial decision making. Following could be the few reasons for non […]
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