What is the first image that comes to your mind when you think of a financial advisor? A stressed person completely occupied with his phone and PC, buying and selling orders, and trying to make as much money as possible for his present as well as potential clients. While this advisor imagination stated-above, may still […]
Financial Planning
5 Extra things handled by Extraordinary Financial Advisors
Personal Finance = Personal + Finance After a meeting with my client yesterday, somewhere inside me I realized that being a financial advisor is a challenging job. And what makes it even tougher is not its finance related section, but the personal aspect. One can rarely separate the family from the finance; as a result, […]
How healthy your personal finance management is?
Like how we take care of our physical health through periodic check-ups, inspecting the financial health from time to time is very important. We tend to look at what we eat, how we keep our lifestyle in order to have a healthy life. In the same way, having a disciplined way of managing your portfolio […]
5 Common Financial Planning Mistakes to Avoid
Financial Planning is a process that helps an individual to find out the shortest route between where you are and where you want to go financially. Can you reach your destination with a good road but a wrong map? Have you ever asked yourself ‘What financial planning mistake did I make despite doing everything right?’ What […]
5 financial planning tips that makes achieving your financial goals easy
Listen to this article Introduction: Mr. Kumar, aged 47, a marketing professional, is an ambitious investor. He wanted to save funds for the rainy day and lead a comfortable living. He had read and seen people invest in stocks , mutual funds, and many other investment vehicles. Most of them made big money, though an […]
