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Tag Archives: Financial Planning

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Stay Focussed on Your Goal
  • April 27 2011

Stay Focussed on Your Goal

What we are earning for? Why do we want to save? Why do we need our money to grow? All these and many such kind of questions don’t need any answer. Obviously, we are earning for ourselves and our family. We want to save for rainy days, to provide the best education to our children. […]

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Finding Mr. Right
  • April 23 2011

Finding Mr. Right

The need of a financial expert in your personal life is as important as earning your livelihood. What you earn has to be distributed in the right manner in order to meet your life goals. Retirement planning, investments, family finances, estate plans, insurance coverage etc. are elements which are difficult to manage yourself as you […]

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Financial Planning – Case Study
  • March 24 2011

Financial Planning – Case Study

Prashant and Srividya Nair are a salaried couple staying in the central suburbs of Mumbai. Prashant works as a programmer for an IT firm, while Srividya works in the administration department of an FMCG company. The family comprises of 6 members, Prashant & Srividya, their 2 kids and Prashant’s parents. Name Age Relationship Health History […]

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You Can Do It Too
  • March 16 2011

You Can Do It Too!

When one thinks of financial planning and budgeting, the commonest thought that comes to mind is imagining a life of frugality, self control, and one with a complete lack of enjoyment! When given a chance to handle financial matters independently, the all too familiar reaction is to shy away.  That is because most people are […]

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Future of the financial planning
  • March 8 2011

Future of the financial planning

“The future’s so bright, I gotta wear shades” goes the 1989 song by a pop group called Timbuk 3. Sounds a little over the top, but it could be true. Financial planning in India has no past. Today, the seeds for the future of financial planning in India are being sown by the financial planners […]

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