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Last week I met my friend Saurabh who is now a Regional head with one FMCG company and stationed at Bangalore. We were sitting in a coffee shop when suddenly he told me that he’s thinking to engage a financial planner to manage his personal finance matters. This was not a new thing to me […]
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In India pension products are bought emotionally. We can describe this as a herd behaviour. Here investors follow others without identifying the features of products and their requirements. When sales pitches are made, the sellers push the product and make people understand in such a way as if they are losing their last opportunity. Investors […]
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As a financial advisor, one might be a well qualified person excellent with numbers, but the only thing that makes him stand out is the way he interacts with his clients. In the last few years I have realized that the financial planning exercise goes beyond number-crunching plans, asset allocation techniques and investment strategy. The […]
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Long-term financial planning is extremely important for lifetime financial security, but it is also exceptionally difficult for most investors. By improving decision making among clients, financial advisors can improve lifetime financial security. The average investor is less knowledgeable than professionals about the problem and has limited time and attention to devote to it. Understandably, investors […]
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Everything gets measured in this world. Every thing around us, whether it is physical or non-physical has a measure. In the field of finance & corporates, these measures assume a great significance. There are many measures in the financial fields for evaluating stocks, valuations of companies, credit quality of lenders, returns potential for opportunities, and […]
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