UNOVEST
Build Wealth with simple, proven ways
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 …
Continue Reading about [Financial Plan] See the big picture and take the small steps →
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 …
Continue Reading about [Offer] What small joys is your financial plan delivering to you? →
One of the all time, most argued topics has been buy vs rent a house. I still remember sitting with my friends, years ago, discussing (in fact, arguing) as to which option is better. One of us was for buying a house and the other was clear as to …
Continue Reading about Buy vs Rent a house – Which is better? A comprehensive calculator →
The world is uncertain and you see the proof of it on a daily basis. Yet, a lot of our retirement planning works under the assumption of certainty. Simple example. When it comes to investments affected by uncertainty (think equities), we simply …
Continue Reading about Worry free retirement planning in an uncertain world →
Markets are random. The sequence of returns can be anything but certain. If we incorporate this understanding, we can suddenly see a range of scenarios emerging in how our investments are likely to deliver for us. Will this insight be helpful? I …
