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Shreekant & Geeta had been married for 5 years now and from the constant franctic calls that I had started getting recently from Shreekant, I figured out that something was amiss on the personal financial front. Both had decent salaried jobs and nearly a year back they purchased a home in the distant suburb of […]
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Financial advisors for very long has been criticized for misselling and breaching the trust of their customers. The focus, it has been alleged, has been more towards increasing their income and the client’s interest was neglected.Even ethically-minded professionals have not given enough attention to ethical issues because they face demands on their business lives. As […]
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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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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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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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