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Category Archives: Financial Planning

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Goal Based Planning
  • December 6 2011

Why Saving for Single Goals does not make sense?

“I want to give my son the best education. I want him to go to US for graduation and post-graduation”, gushed  Govindan.  Hari, his son was in 7th standard  and obviously the apple of his eye. Govindan had put him in an International school and was paying close to Rs.2 Lakhs per annum. Govindan could […]

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Kids about Money
  • December 1 2011
  • Jitendra Solanki

Teach your Kids about Money

I have been watching my child’s activities since he was two. Most of the time, he would copy me. When I talk on phone he also puts the mobile on his ears. Similarly when I buy something he likes to pay the shopkeeper, since he has seen me doing the same. A little grown up, […]

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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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