A NRI retires and moved back to India. He already owns several properties and he is looking to add another. Is this a good investment decision?
Waiting for that monthly cheque from your children that sometimes doesn't come can be a terrible feeling for retired couples. It doesn't have to be that way
You feel elated that your property investment has gone up 12 fold! But should you really be that happy?
When it comes to selling property, what is a sensible strategy to get the best value?
As a young earner, you aspire for your car - it's no longer a luxury, it is a necessity. See this video before deciding whether it should be a new one or pre-owned
Hear this story of an ancient kingdom and its quaint customs to understand why the next 5 years are going to be the most important phase in your life
A merchant navy professional want a shore job to spend more time with his family. Can he afford to do so?
Implications of a single financial decision will be felt across several of your life goals - having a plan will help you make wise decisions
An investor with two special needs children is worried about their future. How does their advisor help them to create a trust structure?
An elderly couple have two children, one of whom was a special child. How does the father provide for his child's needs after his lifetime?
With not enough savings, an investor, who is close to retirement, has to make plans for his physically disabled adult son. Can things improve?
Passionate about creating a centre for special children but limited by their finances. How did their investment journey enable this couple to reach their goal?
Women often overlook protecting their financial interests when raising their families as they don't believe things will go wrong in their marriage
Single mother in her 30s with two minor children and a rather small corpus to live off - a conventional financial plan was never going to be enough.
Her divorce proceedings were stuck for over 2 years as they couldn’t agree on the settlement - until her advisor save her a different perspective
Messy divorce situation in US put at risk the money that his parents had given him in India, and he was racing against the clock to try and save it
A professional couple with two children decide to come back to India to do social service. How can investments help them sustain their savings and enable them to help society?
Meet the financial planner who has created a plan that uses Zakat donations to provide a future for riot-affected children
What should affluent investors expect from their financial advisors? What approaches work best for affluent investors?
How can a financial advisor really help you fulfill a higher calling that you hold dear in your heart?
An investor gets a shocking health diagnosis. How does the advisor help her to transfer assets to her children?
If you do a comprehensive retirement plan, chances are it looks so daunting that you decide to drop the idea completely. There is however another way
Loss of purchasing power in the long term is a far bigger risk than temporary erosion of capital
Trying to realize her substantial inheritance across mutual funds, property, shares and bank deposits was just too much for her, until she found her solution
Gifting property to your children as your legacy is not a great way to ensure they always remember you. There is a smarter solution
Why should investors consider what legacy to leave for their children?
A fat pay hike when accompanied by change in country, can look very different when your advisor helps you drill down the details on taxes
A brand consultant has to decide if a new project will help him. How does financial planning help him decide his career choices?
A successful brand and retail consultant, Bina takes us through her experiences as an investor and the lessons she learnt along the way
He had over 60 insurance policies but he still worried about his retirement needs. How did he improve his cash flows and lifestyle?
Some investors wonder whether they should go direct and lower their costs or continue to take guidance from distributors. Here's a way forward
When you go through a prolonged bear phase, its natural to want to exit equity funds. That's when you need wise advice the most
In what situations should affluent investors create trusts? Why should trusts be created?
Do you talk to your spouse about your financial investments? Why is this important?
A successful management consultant and angel investor, Rajesh recounts how an introduction to financial planning blew his mind
When you are neck deep in debt and see no light at the end of the tunnel, don't despair : there still are ways to turn your finances around
Despite a written request for a PMS product, he was mis-sold a high commission insurance product by his banker
Portfolio diversification makes sense, but does advisor diversification help you or confuse you?
There is a very simple and easy to understand roadmap for you to become a crorepati. Here's how
Many invest in gold for the daughter's wedding. Is that still applicable in today's age?
An investment you make for your daughter on her 1st birthday can provide her a regular lifetime income when she needs it - here's how.
A rickshaw wallah invests Rs. 300 and over 16 years, builds a sizable investment.
Many investors struggle with loans, EMIs and struggle to create savings. How can financial advisor help investors manage their debts better?