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Category Archives: Financial Planning

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Good Client
  • November 19 2011
  • Kiran Telang

Be a Good Client

Advisors/financial planners and intermediaries in personal finance industry have a fiduciary responsibility towards their clients. But clients too have responsibilities that make the relationship flourish and be rewarding for both the parties. Let us look at what traits would a good client have: Know your Expectations: The first and foremost thing is to know your […]

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I do(nt) need Financial Planning
  • November 7 2011
  • Manikaran Singal

I do(nt) need Financial Planning

“Hey, where are you these days and what do you do?”, asked an old friend, whom I was meeting after almost four years.“I am a Financial Planner” I replied. “Oh! You deal in investments and all that stuff? Good. I would love to have your services but for planning you need finances and paise bachte […]

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Concept Paper on Regulating Investment Advisors flawed
  • November 5 2011
  • Suresh Sadagopan

Concept Paper on Regulating Investment Advisors flawed

There is a saying in Tamil, which goes – To a potter, creating pots is several  days work; but to a thug, it takes but a minute to destroy them all.  Our Government has been acting like that thug, in many ways. While it is unable to realistically create employment and even meaningfully enable business […]

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Time to Review
  • September 26 2011
  • Manikaran Singal

Time to Review

Have you ever thought why corporates declare quarterly results?  You thought this is a regulatory requirement. Yes, you are right in one way but along with that it also helps the shareholders and management to understand the progress and growth rate of the company. Every corporate exists to grow, so they keep check on their […]

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Ten Commandents of a Financial Plan
  • August 10 2011
  • Jitendra Solanki

Ten Commandents of a Financial Plan

The life of common man revolves around some financial goals which he/she wants to achieve. Buying a house, Comfortable retirement, children future planning and their marriage are those primary goals which all people would like to see through. However, the limited resources that one has does not allow allocating money towards all of these, which […]

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