My young friend Arun is expecting his first child in March. 2013 and he has already planned many things. Right from name of the child, brand of the baby soap and oil, toys, health drink everything is planned. His wife has gone one step further and registered herself in www.indiaparenting.com to get more tips to […]
Many investors are now contacting financial planners to fine tune their personal finance. Earlier days only HNIs used to avail such services. Actually, financial planning is not for the HNIs. What way financial planning will help you? A financial planner will study your profile, financial goals in life, investments made etc and suggest a road
When we are sick, we will go to the doctor first and then go to the medical store to buy the medicine. Will you go to the medical store first and buy medicine? Not at all. This is what is happening in financial services sector now. We are buying insurance policies and invest in mutual
Will you buy medicine without consulting doctor? Read More »
Nilesh was an unusual customer to me for financial planning. He wants to get a financial plan ready almost 6 months before his marriage. Nilesh aged 28 is the true representative of the new generation, who want everything to go as per the planning. I discussed with him his major financial goals. Getting married in
Who require Financial Planning – HNIs or others? The general belief is that Financial Planning is for the High Net worth Individuals (HNIs) and not for the middle class. It actually works the other way round. If you are very rich, you don’t need financial planning. You would have enough resources to take care of
Financial Planning is not for the HNIs. It is for you. Read More »
