Ask Financial Planner
Personal Finance, Wealth Management

What You Need to Ask Your Financial Planner?

“No one is dumb who is curious. The people who don't ask questions remain clueless throughout their lives.” Neil deGrasse Tyson. Knowing the competency and independence of the professionals we work with is important. Usually, we go to doctors or chartered accountants referred to us by someone known to us. With the opening up of… Continue reading What You Need to Ask Your Financial Planner?

Mutual Performance Criteria
Mutual Funds, Personal Finance, Wealth Management

How to Evaluate Mutual Fund Performance? Criteria You Need to Know

Though the Mutual Fund Sahi Hai campaign by AMFI  needs to be more convincing, yet the message of the campaign is Sahi. It all started in India with the first scheme Unit 64. After years there as another scheme Master Share which received tremendous response from the investors. The investors invested in the new scheme… Continue reading How to Evaluate Mutual Fund Performance? Criteria You Need to Know

Wealth Creation Books
Investments, Personal Finance, Wealth Management

2 Powerful Wealth Creation Books To Read ASAP

Learning from the experience of successful people is the quickest way to learn. Books by experienced people are the best source to learn from these people. Some books remain with the readers throughout life. Some of the lessons learned from the stalwarts at an early age make a sea change in one’s life. “ If we encounter a man of… Continue reading 2 Powerful Wealth Creation Books To Read ASAP

Personal Finance, Wealth Management

Do You Possess These Characteristics to Become Rich?

Do you want to be rich? Since you are reading this post, the answer would be Yes. Becoming rich is everyone’s dream. Some give up midway, some pursue it relentlessly, and some actually become rich. At the end of the day, it’s all about luck but at the beginning of the day, it’s all about… Continue reading Do You Possess These Characteristics to Become Rich?

Will Making
Money Basics, Personal Finance, Wealth Management

Why You Need to Make a Will?

A good Financial Planning also takes care of wealth distribution to the next generation. You invest in a life insurance policy to protect your family member after your death. You make a WILL to make their lives easy after your death. You also make a WILL to distribute wealth in a fair way. You make a WILL to… Continue reading Why You Need to Make a Will?

Wealth management
Wealth Management

5 Point Action Plan to Protect Your Wealth Before You Die

One of the important aspects of financial planning is planning for death. It may sound unkind but it is an important aspect of financial management. It is crucial to protect your family’s financial security once the earning member dies. Death of an earning member is an important event in every family. It usually comes with emotional… Continue reading 5 Point Action Plan to Protect Your Wealth Before You Die