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Category Archives: Financial Planning

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Goals of an Investor
  • December 26 2012

What are the top 3 goals in an investor’s life ?

I know this is a tough nut to crack but let’s try. If you were asked which were the top 3 financial aspirations in your life, what would they be ? The answer depends on people to people and obviously it cannot be the same for all. It depends on where the person is placed […]

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Financial Planning for Newly Weds
  • December 18 2012
  • Subhabrata Ghosh

Financial Planning for Newly Weds

Marriage is like starting a new life for the newly- weds and married life has its own challenges along with the twists and turns. This calls for various adjustments in the lifestyle of the concerned people and also initiates the birth of dreams which they want to achieve together. The couple will require some documentation […]

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Right Financial Planner
  • November 28 2012

Meet the right person for your financial planning needs

A chance meeting of my school pal, Robert during our first school reunion last year revived memories of our good old days at school. On hearing that I was in the financial planning profession, Robert’s joy turned to despair and his mood seemed to indicate that he wanted to shift the topic from our profession […]

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  • November 26 2012

Common Investing Mistakes – III

You must have read common investing mistakes part 1 and part 2 earlier. If not, kindly take the time to go through them now. This is the third and final part of the series. 1. Not Rebalancing  Once you allocate your assets as per your circumstances, it’s important to re-balance your portfolio at least once a year. As the […]

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  • November 5 2012

Should you hire a financial planner or do it yourself ?

Be it gymming, dieting, curing simple health problems, building a house, tax filing or money management – there are two ways of getting them done, either hire a professional for guidance or do it yourself. In each case, the decision to hire a professional is based on many factors which vary for every individual.

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