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In my last 4 years of practice several entrepreneurs have signed me up for financial planning process. Some did the process with me before embarking on their journey of being own their own and some happened to do the process after quitting their cushy jobs and during their journey to entrepreneurial success.
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As individuals we all look for trusted relationships before we share confidential numbers. We expect our advisors to dig deeper into our financial situations and only when we trust we open up and share our data that forms the basis of his action plan for our financial well-being. Are you sure your financial planner has […]
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As a financial advisor, one might be a well qualified person excellent with numbers, but the only thing that makes him stand out is the way he interacts with his clients. In the last few years I have realized that the financial planning exercise goes beyond number-crunching plans, asset allocation techniques and investment strategy. The […]
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FPGI had organized Regional meet for its members on January 16’2015 at Mumbai and New Delhi. Guest speakers were invited to share knowledge on topics ranging from Cross border Investments to Philanthropy, from personal credit ratings to succession planning for business persons. Below is the round up of both the sessions. We are grateful to […]
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This article analyses the rising incidence of retirement homes in India and how it can prove to be a better long term solution for retired couples.
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