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Financial Planning – Case Study
  • March 24 2011

Financial Planning – Case Study

Prashant and Srividya Nair are a salaried couple staying in the central suburbs of Mumbai. Prashant works as a programmer for an IT firm, while Srividya works in the administration department of an FMCG company. The family comprises of 6 members, Prashant & Srividya, their 2 kids and Prashant’s parents. Name Age Relationship Health History […]

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Common mistakes – when you are not planned
  • March 21 2011

Common mistakes – when you are not planned

A few days back on a Saturday evening I was sitting with my good friend Vishal in a Café. Vishal works with a bank as Assistant Manager Sales. Since both of us are from financial services field, our topic of discussion was invariably financial markets. It was raining that day and while we sipped our […]

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You Can Do It Too
  • March 16 2011

You Can Do It Too!

When one thinks of financial planning and budgeting, the commonest thought that comes to mind is imagining a life of frugality, self control, and one with a complete lack of enjoyment! When given a chance to handle financial matters independently, the all too familiar reaction is to shy away.  That is because most people are […]

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What is your Money Emotional Quotient (EQ) ?
  • March 14 2011
  • Kiran Telang

What is your Money Emotional Quotient (EQ) ?

Money has no emotions but is the reason for all kinds of emotions! Though not many people would talk about it especially if it is related to their own money, there is no denying the fact that money is the single most important factor in our lives today. There are clichéd sayings ‘money cannot buy […]

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child future planning
  • March 11 2011

Planning for Children’s Future – Case Study

Prasad (42) works with Indian Railways as an engineer and his spouse Subhra (35) is a home maker. Prasad has all along been posted in project areas away from urban centres. They have two daughters Vaishna (11) and Vaidehi(5).They are staying in their official  accommodation and have rented their owned  flat. Besides the regular savings […]

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