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As a financial advisor, one might be a well qualified person excellent with numbers, but the only thing that makes him stand out is the way he interacts with his clients. In the last few years I have realized that the financial planning exercise goes beyond number-crunching plans, asset allocation techniques and investment strategy. The […]
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FPGI had organized Regional meet for its members on January 16’2015 at Mumbai and New Delhi. Guest speakers were invited to share knowledge on topics ranging from Cross border Investments to Philanthropy, from personal credit ratings to succession planning for business persons. Below is the round up of both the sessions. We are grateful to […]
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Lakshmi, 63 a resident of Kochi, retired a few years back from a semi govt job. She had lost her husband sometime before retirement, who was into business and had encouraged her to study and work when the social structure around was not supportive. She had two kids, daughter Shreya, settled in Dubai and the […]
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Dime a dozen – the consumer market is flush with variety of credit cards. It started with Diners Club before Masters/Visa. Diners card was a premium card and then for everything else there was Visa. Credit cards provide easy access to consumers for online shopping, buying petrol/diesel, consumer durables such as TV, refrigerator, air conditioner […]
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Debt management is an integral part of financial planning. Your Loan portfolio has a big impact on your investible surplus. While doing cash flow analysis it is inevitable to analyse the loan portfolio so that it should be paid off or managed in such a way that interest outgo can be reduced and thus surplus […]
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