Blogs Archive

Lovaii Navlakhi / 01 March 2024

Pocket money for retirees: You are never too old to embrace life’s joys

When we think of pocket money, it often takes us back to our childhood days when our parents would give us a few “bucks” for little treats or personal expenses. But what if pocket money isn’t just for kids? In fact, it can be a great concept when it comes to planning for retirement. You […]

Shweta Rai / October 4, 2018

Plan to Maximize Your Retirement Years

Traditionally retirement has been a life stage which was defined by the regulation. Taking into account today’s stressful work life and the strong urge to relax or maybe try something “new” individuals ar...

Navya K / October 10, 2018

A Guide to a Happy and Worry-free retirement

Many people think that after retirement things become easier. You don’t have to work anymore, you can travel and do everything you have always dreamed of doing. There are some cases where this is true, but, i...

Sneha Jaggar / November 13, 2018

Should Financial Independence of your Parents be a part of your Goals?

Almost all of my clients come and ask me “How am I supposed to assume what will I require in the future and then put a year and number to it?” I smile and say “And I am expected to manage your money to ma...

Srivatsa J / February 12, 2019

7 Things To Keep In Mind When Filing Your Income Tax Returns

As an Indian citizen with one or more sources of income exceeding 2.5 Lakhs per annum, filing your Income Tax Returns is a legal obligation. Your Income Tax Returns serve as a statement declaring that any dues ...

Siddarth Asrani / February 28, 2019

Direct Mutual Funds Vs Regular Mutual Funds: An Overview

Traditionally, investing in a mutual fund was done through a broker. This meant that the fund house would pay a commission to your broker, as a transaction fee or as distribution expenses, from your investment....

Siddarth Asrani / May 29, 2019

The Basic Difference Between Wealth Management and Money Management

The lack of clarity between Money Management and Wealth Management is a confusion that plagues many new investors. Those going along their financial planning journey tend not to think of their financial require...

Sneha Jaggar / May 30,2019

Money management for women in their 30s and 40s

Being financially independent is the ultimate goal of every woman as this not only brings them self-respect but also provides credibility in the society. The 30’s and 40’s are a crucial period for career-or...

Sneha Jaggar / October 29, 2019

Financial Transition during Extreme Emotional Stress: Divorce

Women are said to be the epitome of strength and finally, the time has come when their self-respect comes above everything else. Today, they opt out of a relationship which is not healthy for them; they do no...

Siddarth Asrani / September 27, 2019

Direct & Indirect Tax – What You Pay And How You Pay

As consumers, we pay a lot of taxes not just on our income but a host of other goods and services as well. Here’s a look at the two different ways in which we pay tax....

Pratyush Golecha / October 1,2019

A New Way To Invest For The New Millennial Global Citizen

The new generation of investors has already arrived and certified financial planners and wealth managers all over are finding new ways to cater to the financial needs and requirements of the global millennial c...

Siddarth Asrani / October 1,2019

5 Implications Of Not Filing Your Taxes On Time

Filing your taxes is an imperative part of any working professional’s life. However, sometimes, we might miss the deadline for filing our taxes. Here’s are the implications of not filing your taxes on time...

Navya K / November 04, 2019

How Retirement Planning is Different For Women

As per the 2011 Census, there are nearly 74 million single women in India - unmarried, divorced, separated and widowed. Additionally, there was a 39% increase in single women ...

Siddarth Asrani / 12th November, 2019

What is The Difference Between Term Insurance, Whole Life Insurance and Health Insurance?

Buying insurance can be quite confusing. Especially if this is the first time you’re doing it. Here is a quick overview of the differences between the different types of insurance available to you...

Pratyush Golecha / 09th Dec, 2019

4 Things To Do When You Change Your Tax Status From Resident To NRI

When you become an NRI, you clearly move into a higher dimension. This change not only brings greater opportunities; it also asks your allegiance to multiple authorities across borders. ...

Khushboo Agarwal / 09th Dec, 2019

Should You Buy or Rent a House?

One of the biggest questions that comes across everyone’s mind at some point of time in their lives is whether you should buy or rent out a house. Here are a few things you should know about both. ...

Rohini Priyanka / 12th Dec, 2019

Planning For Retirement At Different Stages Of Your Life

When it comes to planning your retirement, there are a lot of things to consider , like when do you plan to retire in the future and what stage of life you’re at in the present. Here’s how you can retire wi...

Khushboo Agarwal / 03-03-2020

Is Estate Planning Only For The Wealthy?

Estate planning is the act of preparing for the transfer of a person’s wealth and assets after his or her death. Though the definition is quite broad, one particular misconception that has been attributed...

Navya K / 03-03-2020

What is The Best Pension Plan to Invest in, in India?

If you are not a government employee, ie. someone who is entitled to receive a pension from the government, purchasing a pension plan will be in your best interest. Investing in a pension plan during your worki...

Navya K / 03-03-2020

5 Mistakes To Avoid When You’re Buying Insurance

Every competent financial plan will recommend the shortfall amount that is needed to secure your family based on your current lifestyle, high priority goals and existing liabilities. Here are the 5 most common ...

Rahul Jain / 03-03-2020

Changes Made to Deductions and Exemptions Under The New Tax Regime

For the individuals who might be considering the option of opting to pay their income tax through the new regime, there are several changes to consider. The proposed framework will see you forgoing several dedu...

Nikita / March 6, 2020

Supporting Your Lifestyle: The Ultimate Financial Planning Guide For Women

Women have been transcending societal barriers and at the very same time, proving that industry is not a playground just for boys anymore. They have been re-inventing themselves both in their professional as we...

Siddarth Asrani / 13-03-20

The 6 Golden Rules of Financial Planning

Whether you’re trying to save up for a new car, buy a new house or even amass a corpus for retirement, financial planning is the way to make it happen. While your financial plan is designed to cater to your i...

Sneha Jaggar / 19-03-20

Certified Financial Transitionists – Who are they? What do they do?

Financial Planners and Financial Advisors are professionals, I’m sure you are familiar with. Yes, they are specialist who help you with your personal finance requirements whether you need to make a blue print...

Divya Mehta / 26-03-2020

7 Financial Planning Tips Every Woman Must Know in 2020

In today’s world, women have re-invented themselves both in their professional as well as personal lives. They are constantly breaking old barriers and transcending to new heights within society. In light of ...

Anupama Agarwal / 31-03-20

Financial Transitions: Financial Planning Goes Personal

Financial planning includes a set of complex processes to identify your long-term goals for security and well-being. In addition to this it also includes a savings and investing framework to achieve those goals...

Malvika Kapoor / 09-04-20

How Are Mutual Funds Taxed in India?

In today’s world, almost everyone sees the value of investing in a mutual fund. Even though mutual funds have become so popular, not many people have a clear understanding of how they are taxed. While mutual ...

Navya K / 20-04-20

A Guide To Setting And Achieving Family Goals

In today’s fast paced world, we don’t usually get enough time to spend with our loved ones on a day-to-day basis, and often overlook the importance of planning activities and setting family goals that invol...

Susmita Bhattacharjee / 20-04-20

Crisis Management: How To Deal With Market Crashes?

Stock markets globally witnessed significant downturn in March 2020 due to the ongoing pandemic COVID-19 crisis majorly followed by the oil price war between Russia and the OPEC countries led by Saudi Arabia. N...

Pratyush Golecha / April 21, 2020

Liberalised Remittance Scheme 2020: All You Need To Know

LRS: a gateway to International Portfolio for global goals As we become more involved in planning our money matters, and aligning our goals to investment decisions, we often miss noticing a scheme, relevant now...

Sneha Jaggar / April 21, 2020

The Woman’s Guide To Taking Charge Of Your Finances

The Woman’s Guide To Taking Charge Of Your Finances Women today are more educated and successful than ever before. In line with this, more and more women are realising their independence, by reinventing their...

Malvika Kapoor / April 26, 2020

Retiring From Work Life – Getting Ready For A New Phase!

After working for several decades, you might be at that point when retirement is just around the corner. But that is not a sign for you to start taking things easy, and simply wait for the time to come when you...

Rohini Priyanka / April 26, 2020

What Are The Benefits Of A Systematic Investment Plan (SIP)?

A Systematic Investment Plan (SIP) is a method of investing – offered by many mutual fund houses – which allows you to contribute a fixed amount of money over regular intervals of time; the contribu...

Kiran Mirpuri / May 12, 2020

Sovereign Gold Bonds – A way to include Gold in your Portfolio

It is good to include Gold as an asset class in your portfolio because of two major factors highlighted below – It serves as a hedge against inflation – As a value storage vehicle, gold has man...

Roopa Sudharshan / 13-05-20

Financial Independence 101 – How To Prepare For Your Tryst With Destiny

For personal finance, achieving financial independence is something of a ‘Tryst With Destiny.’ It is that defining point when you have enough money to see yourself through the rest of your life. Financial f...

Khushboo Dudhoria / May 15, 2020

The Importance Of Contingency Planning for Organizations

Contingencies are those scenarios that occur outside the regular scheme of things, and are likely to affect a business’ ability to operate efficiently. They can be in the form of prolonged power blackouts, me...

Kiran Mirpuri / May 15, 2020

5 Effective Financial Planning Tips For An Early Retirement

Are you thinking about what you need to do to retire early? If you are, then your current financial position and the choices regarding retirement location and post-retirement lifestyle will be the deciding fact...

Sneha Jaggar / May 15, 2020

How To Find The Best Financial Advisor For Yourself

We are in the midst of a pandemic and there is no doubt about it. While we are all concentrating on our health and mental wellbeing, we should not forget that they come with a cost. And the ability to pay for t...

Kiran Mirpuri / May 19, 2020

The Best Way To Utilise Your Funds In The Time Of COVID-19

The current situation created by the spread of the novel coronavirus, COVID-19, and the lockdown that soon followed has definitely changed the way we have to think about spending our money. The economic crash t...

Nikita / May 25, 2020

How To Deal With Market Uncertainty

The only constant you can be sure of when it comes to understanding the market is that it is full of uncertainty. All predictions are made on this uncertainty, using anecdotes from the market’s behaviour in t...

IMMPL / May 25, 2020

How To Handle Financial Stress

Financial stress can stem from factors like pay cuts, job loss, insufficient salary, mounting debt, unpaid bills, poor spending habits and many other similar concerns which may arise independently but could als...

Divya Mehta / May 25, 2020

5 Telltale Signs Of An Impending Market Crash

The Covid-19 situation has got investors and financial analysts in a tight spot. While it is evident that the large scale lockdowns being implemented all over the world have impacted the global economy to a lar...

Susmita Bhattacharjee / May 28, 2020

Will The Market Recovery Be As Sharp As Its Fall?

The market went into pandemic crisis mode due to the spread of the novel coronavirus, COVID-19 followed by the decline in international crude oil prices. With lockdown measures coming into force towards the end...

Anupama Agarwal / June 15, 2020

The Importance Of Working With A Financial Advisor During Uncertain Times

In general, a financial advisor is someone who helps you undertake financial planning to achieve your goals; this includes helping you develop a savings and investment regiment, assessing your insurance needs, ...

Siddarth Asrani / June 17, 2020

Recalculating Personal Cash Flows During Difficult Periods

The present coronavirus pandemic has brought with it both pay cuts and job loss across several sectors. Furthermore, the COVID-19 crisis is also accompanied by an economic crash, with the equity market being th...

Srivatsa J / June 25, 2020

The 4 Steps Towards Building A Profitable Portfolio

Your success as an investor primarily depends on how well you construct your portfolio; which is made up of a set of different financial asset classes, and structured in such a way that mitigates risk while max...

Rohini Priyanka / June 25, 2020

6 Ways To Remove Emotions From Investing

Investing is an emotional game, but we can end up making terrible mistakes if we play it using just our emotions. Almost all investors have made emotional decisions during times of stress or anxiety that they h...

Divya Mehta / June 29, 2020

Changes In The Scenario of Investing

The current situation has caused several people to incur significant losses and indulge in panic buying and selling of their securities and other investments, in a means to mitigate and make up for losses. This...

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Lovaii Navlakhi / 01 March 2024

Pocket money for retirees: You are never too old to embrace life’s joys

Shweta Rai / October 4, 2018

Plan to Maximize Your Retirement Years

Navya K / October 10, 2018

A Guide to a Happy and Worry-free retirement

Sneha Jaggar / November 13, 2018

Should Financial Independence of your Parents be a part of your Goals?

Srivatsa J / February 12, 2019

7 Things To Keep In Mind When Filing Your Income Tax Returns

Siddarth Asrani / February 28, 2019

Direct Mutual Funds Vs Regular Mutual Funds: An Overview

Siddarth Asrani / May 29, 2019

The Basic Difference Between Wealth Management and Money Management

Sneha Jaggar / May 30,2019

Money management for women in their 30s and 40s

Sneha Jaggar / October 29, 2019

Financial Transition during Extreme Emotional Stress: Divorce

Siddarth Asrani / September 27, 2019

Direct & Indirect Tax – What You Pay And How You Pay

As consumers, we pay a lot of taxes not just on our income but a host of other goods and services as well. Here’s a look at the two different ways in which we pay tax....

Pratyush Golecha / October 1,2019

A New Way To Invest For The New Millennial Global Citizen

Siddarth Asrani / October 1,2019

5 Implications Of Not Filing Your Taxes On Time

Navya K / November 04, 2019

How Retirement Planning is Different For Women

As per the 2011 Census, there are nearly 74 million single women in India - unmarried, divorced, separated and widowed. Additionally, there was a 39% increase in single women ...

Siddarth Asrani / 12th November, 2019

What is The Difference Between Term Insurance, Whole Life Insurance and Health Insurance?

Pratyush Golecha / 09th Dec, 2019

4 Things To Do When You Change Your Tax Status From Resident To NRI

When you become an NRI, you clearly move into a higher dimension. This change not only brings greater opportunities; it also asks your allegiance to multiple authorities across borders. ...

Khushboo Agarwal / 09th Dec, 2019

Should You Buy or Rent a House?

Rohini Priyanka / 12th Dec, 2019

Planning For Retirement At Different Stages Of Your Life

Khushboo Agarwal / 03-03-2020

Is Estate Planning Only For The Wealthy?

Navya K / 03-03-2020

What is The Best Pension Plan to Invest in, in India?

Navya K / 03-03-2020

5 Mistakes To Avoid When You’re Buying Insurance

Rahul Jain / 03-03-2020

Changes Made to Deductions and Exemptions Under The New Tax Regime

Nikita / March 6, 2020

Supporting Your Lifestyle: The Ultimate Financial Planning Guide For Women

Siddarth Asrani / 13-03-20

The 6 Golden Rules of Financial Planning

Sneha Jaggar / 19-03-20

Certified Financial Transitionists – Who are they? What do they do?

Divya Mehta / 26-03-2020

7 Financial Planning Tips Every Woman Must Know in 2020

Anupama Agarwal / 31-03-20

Financial Transitions: Financial Planning Goes Personal

Malvika Kapoor / 09-04-20

How Are Mutual Funds Taxed in India?

Navya K / 20-04-20

A Guide To Setting And Achieving Family Goals

Susmita Bhattacharjee / 20-04-20

Crisis Management: How To Deal With Market Crashes?

Pratyush Golecha / April 21, 2020

Liberalised Remittance Scheme 2020: All You Need To Know

Sneha Jaggar / April 21, 2020

The Woman’s Guide To Taking Charge Of Your Finances

Malvika Kapoor / April 26, 2020

Retiring From Work Life – Getting Ready For A New Phase!

Rohini Priyanka / April 26, 2020

What Are The Benefits Of A Systematic Investment Plan (SIP)?

Kiran Mirpuri / May 12, 2020

Sovereign Gold Bonds – A way to include Gold in your Portfolio

Roopa Sudharshan / 13-05-20

Financial Independence 101 – How To Prepare For Your Tryst With Destiny

Khushboo Dudhoria / May 15, 2020

The Importance Of Contingency Planning for Organizations

Kiran Mirpuri / May 15, 2020

5 Effective Financial Planning Tips For An Early Retirement

Sneha Jaggar / May 15, 2020

How To Find The Best Financial Advisor For Yourself

Kiran Mirpuri / May 19, 2020

The Best Way To Utilise Your Funds In The Time Of COVID-19

Nikita / May 25, 2020

How To Deal With Market Uncertainty

IMMPL / May 25, 2020

How To Handle Financial Stress

Divya Mehta / May 25, 2020

5 Telltale Signs Of An Impending Market Crash

Susmita Bhattacharjee / May 28, 2020

Will The Market Recovery Be As Sharp As Its Fall?

Anupama Agarwal / June 15, 2020

The Importance Of Working With A Financial Advisor During Uncertain Times

Siddarth Asrani / June 17, 2020

Recalculating Personal Cash Flows During Difficult Periods

Srivatsa J / June 25, 2020

The 4 Steps Towards Building A Profitable Portfolio

Rohini Priyanka / June 25, 2020

6 Ways To Remove Emotions From Investing

Divya Mehta / June 29, 2020

Resources

Pocket money for retirees: You are never too old to embrace life’s joys

Plan to Maximize Your Retirement Years

A Guide to a Happy and Worry-free retirement

Should Financial Independence of your Parents be a part of your Goals?

7 Things To Keep In Mind When Filing Your Income Tax Returns

Direct Mutual Funds Vs Regular Mutual Funds: An Overview

The Basic Difference Between Wealth Management and Money Management

Money management for women in their 30s and 40s

Financial Transition during Extreme Emotional Stress: Divorce

Direct & Indirect Tax – What You Pay And How You Pay

A New Way To Invest For The New Millennial Global Citizen

5 Implications Of Not Filing Your Taxes On Time

How Retirement Planning is Different For Women

What is The Difference Between Term Insurance, Whole Life Insurance and Health Insurance?

4 Things To Do When You Change Your Tax Status From Resident To NRI

Should You Buy or Rent a House?

Planning For Retirement At Different Stages Of Your Life

Is Estate Planning Only For The Wealthy?

What is The Best Pension Plan to Invest in, in India?

5 Mistakes To Avoid When You’re Buying Insurance

Changes Made to Deductions and Exemptions Under The New Tax Regime

Supporting Your Lifestyle: The Ultimate Financial Planning Guide For Women

The 6 Golden Rules of Financial Planning

Certified Financial Transitionists – Who are they? What do they do?

7 Financial Planning Tips Every Woman Must Know in 2020

Financial Transitions: Financial Planning Goes Personal

How Are Mutual Funds Taxed in India?

A Guide To Setting And Achieving Family Goals

Crisis Management: How To Deal With Market Crashes?

Liberalised Remittance Scheme 2020: All You Need To Know

The Woman’s Guide To Taking Charge Of Your Finances

Retiring From Work Life – Getting Ready For A New Phase!

What Are The Benefits Of A Systematic Investment Plan (SIP)?

Sovereign Gold Bonds – A way to include Gold in your Portfolio

Financial Independence 101 – How To Prepare For Your Tryst With Destiny

The Importance Of Contingency Planning for Organizations

5 Effective Financial Planning Tips For An Early Retirement

How To Find The Best Financial Advisor For Yourself

The Best Way To Utilise Your Funds In The Time Of COVID-19

How To Deal With Market Uncertainty

How To Handle Financial Stress

5 Telltale Signs Of An Impending Market Crash

Will The Market Recovery Be As Sharp As Its Fall?

The Importance Of Working With A Financial Advisor During Uncertain Times

Recalculating Personal Cash Flows During Difficult Periods

The 4 Steps Towards Building A Profitable Portfolio

6 Ways To Remove Emotions From Investing

Changes In The Scenario of Investing

3 Ways Technology Will Change Financial Planning In The Next Few Years

What Happens When You Miss Filing Your Income Tax Returns

Plan to Maximize Your Retirement Years

Pocket money for retirees: You are never too old to embrace life’s joys

Financial planning is less about numbers and more about living your life as you intend

Should financial planning be different for women?

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Tags Cloud

Pocket money for retirees: You are never too old to embrace life’s joys

Plan to Maximize Your Retirement Years

A Guide to a Happy and Worry-free retirement

Should Financial Independence of your Parents be a part of your Goals?

7 Things To Keep In Mind When Filing Your Income Tax Returns

Direct Mutual Funds Vs Regular Mutual Funds: An Overview

The Basic Difference Between Wealth Management and Money Management

Money management for women in their 30s and 40s

Financial Transition during Extreme Emotional Stress: Divorce

Direct & Indirect Tax – What You Pay And How You Pay

A New Way To Invest For The New Millennial Global Citizen

5 Implications Of Not Filing Your Taxes On Time

How Retirement Planning is Different For Women

What is The Difference Between Term Insurance, Whole Life Insurance and Health Insurance?

4 Things To Do When You Change Your Tax Status From Resident To NRI

Should You Buy or Rent a House?

Planning For Retirement At Different Stages Of Your Life

Is Estate Planning Only For The Wealthy?

What is The Best Pension Plan to Invest in, in India?

5 Mistakes To Avoid When You’re Buying Insurance

Changes Made to Deductions and Exemptions Under The New Tax Regime

Supporting Your Lifestyle: The Ultimate Financial Planning Guide For Women

The 6 Golden Rules of Financial Planning