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Tag Archives: Financial Planning

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World Disability day
  • December 18 2011
  • Jitendra Solanki

World Disability day – Let us plan for a better tomorrow

December 3rd is celebrated as a World Disability day. It is an international observance, first promoted in the United Nations in 1992, which is now celebrated across the globe. It aims to promote an understanding of disability issues and mobilize support for the dignity, rights and well-being of persons with disabilities. With separate themes every […]

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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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The Importance of taking a Timely and Well-Informed Decision
  • November 28 2011

The Importance of taking a Timely and Well-Informed Decision

I recently shifted my residence within the same locality. As I was rushed for time (due to my travelling schedules) I had only five days between the day I came back from an outstation visit and the day of the ‘grihapravesh pooja’. The packers and movers had to be organised and all the stuff had […]

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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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