The past week, I had shared with you a an offer to build your custom financial plan. To make the process smooth, I shared an excel workbook to help you take a more structured approach towards the plan. For a long, long time, you have been soaking in all the gyan offered through various media […]
[Offer] What small joys is your financial plan delivering to you?
It is a well known fact that a financial planning exercise is not just about numbers but about the discovery…of what you can do with your money. Your financial plan, if done well, can truly change the pace of your life. I am sure you have read my post on 50 decisions you can make […]
Bharat Bond ETF – Why you need not get excited?
The Bharat Bond ETF is slated to launch on December 12, 2019. This has been marketed as nothing short of a nation changing event. I know I am writing about this when there is hardly anyone left who doesn’t know about the Bharat Bond ETF issue. Yet, let me share my perspective with you. To […]
Poll: Income Tax Rates
I need a quick action from you. I have created a poll on twitter where I am requesting to help me with your view on the direction of personal income tax rates. Can I request your participation too? Basically, do you think the rates will further go up in the future or go down. It […]
You are underinsured. The numbers prove it. – Life Insurance Calculator 2.0
In the process of financial planning, protection via insurance is one of the key areas that I look at. In almost all cases, the observation I make is – “You are underinsured.” I am referring to the life insurance cover here. Most individuals have a combination of traditional plans – money back, endowment, some guaranteed […]
[Insider] What do I, as an investor, worry about?
You may know me as a writer of ‘gyan’ on this blog :), a financial planner and an investment advisor. But you know, just like you, I am also an investor. I invest money predominantly through mutual funds. In fact, my portfolio along with names and allocations is disclosed as a part of Insider (plus). […]
