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Mr. Suraj Sethia, an IT professional with a working spouse (also an IT Professional) was approached by a financial planner who offered to provide advice on his financial planning requirements. Mr. Sethia categorically mentioned that he did not want any advice since that advice would carry a charge/s. His answer was that he was getting enough tips and […]
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Ashish , a chubby 6 year old toddler has mastered the art of blackmailing very early in life. He gets away with his demands very easily lest if his demands are not conceded, he would lie down on the floor or shriek so loudly that it might cause embarrassment to his parents. Ashish’s parents, Ashutosh […]
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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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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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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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