Goal Based Financial Planning

Beginner’s Guide to Goal based Investing

Listen to This Podcast if you enjoy Auditory Learning. What is goal based financial planning? Goal based financial planning is where you take your goals and use them as the guiding principles to map out your entire financial future. Before we get into the details, let us first understand what goal based planning is. Goal […]

How do I choose an ETF for my portfolio?

ETF Investing is Passive Investing which essentially means your fund is mimicking its benchmark index. ETFs include a basket of securities that mirror the target benchmark. However, units of an ETF are listed and traded via stock exchanges like any other security.

Why Indians have a positive bias towards real estate investing?

It always amazes me the way Indians have a positive bias towards real estate investing. During one of my client’s yearly review google meeting yesterday, I came across the same phenomenon again. The client had invested around 30% of his portfolio in the peace of land around 5 years back and when I calculated CAGR […]

Post Retirement Investments Options

Post Retirement Investments Options : Investors who have retired can invest their retired corpus into following investment options based on their income requirements and Tax Situations ; 1. Senior Citizen Savings Scheme (SCSS) The Senior Citizen Saving Scheme allows you to invest your hard-earned retirement corpus in a safe product and offers the benefit of […]

9 Simple steps to achieve financial freedom

Achieving financial freedom requires much foresight and smart planning. It requires not only clever planning and management of income and expenses, but also a bold and frank approach to various situations. However to act prudently in various situations, primarily you have to consider the advice of your family members. Here are some very simple tips […]

10 Smart Personal Finance Tips For 2016

  We are reaching towards the end of 2015 and as you step into a new year you will be making some new resolutions. It may be a career change, a house to buy, a vacation for family and others. While making such resolutions, most of the time, personal finance is left behind. It still […]

How Mis-Selling is done in the name of Financial Advising

How Mis-Selling is done in the name of Financial Advising ( Story Adapted from PersonalFM Blog) This article showcases the investment story of a doctor, Dr Aman Shah (name changed), who fell prey to the tall promises of his financial planner cum insurance agent. Read on… Here is what happened: The Case: Dr. Aman, a […]

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