I know this is a tough nut to crack but let’s try. If you were asked which were the top 3 financial aspirations in your life, what would they be ? The answer depends on people to people and obviously it cannot be the same for all. It depends on where the person is placed […]
Read MoreMarriage is like starting a new life for the newly- weds and married life has its own challenges along with the twists and turns. This calls for various adjustments in the lifestyle of the concerned people and also initiates the birth of dreams which they want to achieve together. The couple will require some documentation […]
Read MoreA chance meeting of my school pal, Robert during our first school reunion last year revived memories of our good old days at school. On hearing that I was in the financial planning profession, Robert’s joy turned to despair and his mood seemed to indicate that he wanted to shift the topic from our profession […]
Read MoreYou must have read common investing mistakes part 1 and part 2 earlier. If not, kindly take the time to go through them now. This is the third and final part of the series. 1. Not Rebalancing Once you allocate your assets as per your circumstances, it’s important to re-balance your portfolio at least once a year. As the […]
Read MoreBe it gymming, dieting, curing simple health problems, building a house, tax filing or money management – there are two ways of getting them done, either hire a professional for guidance or do it yourself. In each case, the decision to hire a professional is based on many factors which vary for every individual.
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