As Non-Resident Indians (NRIs) deal with the global financial terrain, they encounter unique challenges that require correct solutions and strategic foresight. Most appreciate a formal approach but still keep their distance from Financial Planning for NRIs. Complexities in financial planning for NRIs arise at every step of change that they undergo. Most issues in financialRead More
financial planning
Financial Planning & Health Planning
It’s easy to gain weight – to add those extra pounds in no time. But it’s really hard to get back in shape. And it’s difficult because it demands discipline. Similarly planning your personal finances and keeping them in check is also challenging. Let’s understand this by making a Financial Planning & Health Planning assessmentRead More
Tips For Working With Financial Planner
This article is about tip & tricks for Working with Financial Planner. This will help you get best out of your financial planning relationship. Read More
Why Everyone Wants Market Correction to Start Investing?
Market Correction is the most trending term in Sept 2017 after Narendra Modi & North Korean Crisis. Really, this becomes a huge point of focus when markets hit an all-time high. So bad news is floating everywhere. And headline’s with words like “bloodbath”, “carnage” or “market tanks” are making it worse. Let us try toRead More
5 Doors That You Close On Good Advice
Last week I was invited to speak at a meeting consisting of working bankers. Now all banks sell Mutual Funds & insurance so they have basic training of products. But after talking to them for around 45 minutes, I could guess they were not interested. For them, Good Advice – means product specific talk. TheyRead More
10 More Reasons Why People Still Say No to Financial Planning
Why plan when none of my investment has gone wrong until today? By God grace, none of my work has stopped so why pay for financial planning? We as Financial Planners also hear similar tunes when we speak about Financial Planning concept. And my inference is that people do not appreciate any kind of PLANNINGRead More