We did an article earlier which talked about questions to ask your financial planner. I hope you folks have read it, if not, now is the time to go and check what it was all about. In this article today, I have tried to capture the same things in an infographic. I have run throughRead More
Financial Planning
Important personal financial information template – a handy guide in emergencies
Emergencies do not come calling at a scheduled time. And when they happen, everyone in the family must support each other while they fight out the bad times. In such a scenario, having a well documented personal financial information template and it’s ready access by the family members is more critical than it is envisaged.Read More
5 tips to build your relationship with your financial planner
You always keep hearing about what to look for in your financial planner before choosing one but no one seems to be talking about similar qualities that investors must possess. Sure, the planner is the one who is offering services to you and so you reserve the right to choose one which you find suitableRead More
How to do portfolio rebalancing ?
In the last article on the series on portfolio rebalancing, we are going to check on how to do portfolio rebalancing. You must have read the earlier two pieces on when you should do portfolio rebalancing and mistakes to avoid during the same. If not, please hop over to the articles and spend some timeRead More
Portfolio Rebalancing – mistakes to avoid
Continuing with our series of articles on portfolio rebalancing, today we will quickly look at the mistakes investors make while doing portfolio rebalancing. If you have not read it already, do so now to find out when you should do portfolio rebalancing. 1. Getting married to your investments – This is one of the mostRead More
When should you do portfolio rebalancing ?
This is part of a series of articles on investment portfolio rebalancing. This is the first part and talks about when should you do portfolio rebalancing. Most of the investors buy into good products but fail to review the product at the right time. Your chances of getting the right returns from an investment productRead More