Each one of us loves a winner. It is a psychological need perhaps that gives us faith and confidence in the choices we make. But then, just as day has night, crests have troughs, and rise has fall, good performance is pitted against underperformance. Life needs to balance and mastering the ups and downs is […]
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A Complete Checklist for your first meeting with the Financial Planner
Preparing to meet Not revealing everything about your past life may or may not affect your married life or job prospect. However, being secretive and shy about your physical and financial health while consulting a doctor or a financial planner, will affect your daily life for sure. Visiting a financial planner, for the first time, […]
5 tips to Hit the Right Track to your Financial Goals: Coasting to Cruising
“A dream is just a dream. A goal is a dream with a plan and a deadline”, says Harvey Mackay. This quote is inspiring and is very appropriate for all of us who have financial goals to achieve in our lifetimes. Mere sailing along or coasting does not help us to reach our destination. Purpose, […]
8 Myths about Home Insurance Demystified
Have You Ever Wondered Which is Worse? A devastating earthquake or picking up the pieces of life after surviving such an earthquake? Perhaps the second one requires more resilience and determination. It also requires the hand of providence and of-course good planning habits. It would be a shattering to see one’s home crumbling in front […]
Are you aware of these 4 improbable claims often made to investors?
Buyer Beware “The buyer needs a hundred eyes, the seller but one”. This proverb cannot be over emphasized as a buyer needs to be on his guard whenever he or she choses to make a purchase of goods or services. Investors to be Aware Financial Planners are here to provide professional assistance to investors, whereby […]
Which approach is better in managing Mutual Funds? Top Down Vs Bottom Up
Listen to this article Introduction Mutual Fund managers are like gardeners who use different techniques to ensure that the money entrusted to them by the investors, grow and blossom well. Investors may not know what such techniques are, but may be keen to get an overview of the methods applied to manage Mutual Fundss. Let […]







