AUTHOR : Holistic

Why SENSEX has crashed and lost huge points? SENSEX has been falling from the peak for the last few months. It has dropped around 4000 points. Investors are scared of this economic pressure. The Indian government, economist, and financial experts are trying their best to calm the investors. But, what is the root cause of … Continue reading Vital factors: Why SENSEX crashed and lost huge points? What should you do?

Are you an NRI who is making most of your investments during your short visits to India? Are you forced to take quick investment decisions because of the tight-packed agenda during those short visits? Remember, those quick investment decisions will have long-term commitments. Are these investments aligned with your actual financial goals? As a Non-Resident … Continue reading The Ultimate Guide for NRIs to choose a Certified Financial Planner

SIP is an acronym for Systematic Investment Plan. Metaphorically, SIP is just like a sip we take from a glass of water. Small intakes over a period help us in completing the drink comfortably. Investments through SIPs are somewhat similar. In SIP, you invest a particular small amount periodically to save money and achieve your … Continue reading Everything NRIs need to know about Mutual Fund SIP

1 out of 4 retirees may live past 90 years!!! That means, we need to plan for a retirement corpus that can take care of us for 30+ years after our retirement. Though Retirement Planning is crucial, sadly, except a few people, most of us do not plan well for their retirement. And, people without … Continue reading Questions To Ask A Certified Financial Planner Before Retirement.

“All that glitters is not gold”. This cardinal truth applies to financial advisors too. Most financial planners/ advisors you meet will seem promising to help you • Take Right Investment Decisions • Save Tax money • Become Financially Secure • Become Financially Free Some people make a lot of pompous claims just to create hype. … Continue reading The Definite Ways to Find Trustworthy Financial Planners

Managing to live comfortably without regular paycheques coming in… can be a daunting proposition if not planned well in advance. Financial security is the essence of a happy retired life. Planning for a content retired life in itself requires careful planning. To ensure a stress-free retired life, it is better to entrust this onerous task … Continue reading How to Choose the Best Financial Planner for Retirement

If you are not sure whether you need professional service from a Certified Financial Planner or not, please read the article – Are Financial Planners worth your money? People spend a lot of time in buying a mobile phone. Buying a great phone is important. There are many features to look for in a mobile … Continue reading What to expect in your first meeting with a Financial Planner

Are you wondering, how much do financial planners charge as fees? The financial planning is not a product, and therefore standardisation is not possible. How much financial planners charge is based on your needs and the Financial Planner’s package i.e. service and process (selective or comprehensive) involved in financial planning. How much does a financial … Continue reading Are you overpaying your Financial Planner? Discover how much fees Indian Financial Planners charge

Are you concerned about the constant rise in the living cost and its risks? Are you concerned about the investment market volatility and the potential risk it brings to your portfolio? Are you concerned about saving enough money for a comfortable retired life? If you are one of those curious minds in search for • … Continue reading Revealed: Are Financial Planners worth the cost?

Investment Planner: One man who changes everything about your financial future Investment Planner can make or break your financial future. A right investment planner puts your “Financial Present” in order. So that your “Financial Future” becomes perfect. Many of the world’s most influential people have benefited from having a mentor, such as: • Plato – … Continue reading 99% of investors are not with the right Investment Planners. What about you?