A few decades ago, there was confusion with what sales and marketing are. People thought they are one and the same. But it is to be understood that sales is just an important ingredient of the functions of marketing. Sales lies in persuading and convincing a person to buy a product that is suitable. Marketing […]
Financial Planning
Financial Resolutions to keep in 2024
As we are coming to an end of 2023, this is the time to reflect on the year gone by and the time to look forward for the New Year. You may use this chance to review your financial scorecard for the last year and need to make necessary changes and create an action plan […]
Have You Done Your Regular Financial Cleaning?
Our present Prime Minister Mr Narendra Modi has introduced the Swachh Bharat Mission to keep our country clean. He involved himself in the campaign and become the role model to others. We have a campaign to keep our country clean but what about our financial life? Is there any scheme to keep our portfolio clean? […]
Do You Need Financial Planning?
Let’s answer this important question: Most of us think that financial planning is only for the very rich or poor. There are others who think that people need to plan only when they grow old as they need to save for their retirement and old age. I would however say that this is not a […]
What to expect from a Financial Planning Report?
Life is mainly a substance of expectation. Do we really live or are we forever in the expectation of living? It is said that “Expectation is the mother of all frustration”. What you are expecting in a financial planning report and what your financial planner offers in his report should match. If it is not […]
Who is an “Independent” Financial Advisor?
What do investors expect from a Financial Advisor? The straight forward answer for the above question will be “unbiased advice”. Investors expect the advice given by the financial advisor to be unbiased, neutral and independent. What do they really get from Financial Advisors? Most of the investors get only “misselling” in the form of financial […]
