It is important to have a financial plan so that you can calculate how much you have to save and spend what you can. Limit your liabilities. Know much you need to maintain your standard of living even after retirement.
Don't plan your life to meet a certain financial goal. Instead, plan your finances to meet your life goal. Financial planning gives you the freedom to pursue your aspirations.
If you don't have time, competence and discipline to study the markets, it is best to use the services of wealth management experts. For new investors, mutual fund is a good way to start.
Understand the key drivers for the wealth management firm and check if your interests are aligned with theirs.
Blind trust is never good but find a trusted financial advisor that you can trust and develop a bond with so they can help you with you life goals and financial plan.
Why should young investors start thinking about retirement? How does starting early help investors meet their retirement needs with greater ease?
Women often overlook protecting their financial interests when raising their families as they don't believe things will go wrong in their marriage
Why should investors consider what legacy to leave for their children?
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
There is a lot of traction for absolute returns strategy in India. What is driving this trend?
For retail investors, suggest only funds with wide mandates like hybrids and multicap equity funds
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
How is attending school and investing in mutual funds similar? Why do investors need financial advisors?
How should affluent investors choose between mutual funds, PMS and AIFs for investments?
Gifting property to your children as your legacy is not a great way to ensure they always remember you. There is a smarter solution
How can advisors nudge investors towards responsible investing when they are consumed by emotions of either greed or fear? There is an intelligent way....
You choose different modes of transport depending on the distance you wish to cover. Selecting mutual funds is very similar
How can investors take data rational decisions that leads to better performance of their investment assets?
Fund managers need to be appreciated as wealth creators
All investors want to climb to heights in their investments. What can investors learn from the story of the mountaineering club?
There is a very simple and easy to understand roadmap for you to become a crorepati. Here's how
A merchant navy professional want a shore job to spend more time with his family. Can he afford to do so?
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
What investment strategy should retired investors follow to build their wealth?
An automobile technocrat by profession, Jaishankar offers sage advice to young investors from his personal experience as an investor
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