Is a Financial Planner Course (CFP) Worth It? A Comprehensive Guide for Aspiring Financial Professionals in India
In today’s fast-changing financial world, one thing is certain—people need guidance. Rising incomes, complex tax rules, countless investment options, and growing aspirations have made personal[…]
Starting Ahead, Not Over: A Single Mother’s Journey to Financial Independence
As we move through June, the warmth of Mother’s Day celebrated in May still lingers. While we honour all mothers, this time I want to[…]
Snowball vs Avalanche: Choose the Best Strategy for Debt Freedom
Introduction to Debt Repayment Strategies Managing debt is a challenge that many middle-class Indian families face today. Whether it’s credit card dues, a gold loan[…]
GIFT City: India’s Strategic Gateway to Global Finance
Introduction to GIFT City and Its Legal-Economic Status The Gujarat International Finance Tech-City, commonly referred to as GIFT City, is a landmark initiative by the[…]
When a Loved One Dies, What Happens to the House? A True Story Every Indian Family Should Read
Mr. Kailash passed away on a quiet Thursday morning.It was not sudden. His health had been declining for some time. But nothing quite prepares a[…]
Why Wealth Management Isn’t What It Used to Be
Lets be real for a moment. When I first stepped into the world of wealth management, we didn’t have fancy dashboards. We had files, leather-bound[…]
Financial Planning Mistakes You’re Probably Making (And What to Do Instead)
Gen Z is rewriting the rules of personal finance. Unlike their predecessors, they are tech-savvy, investment-curious, and financially independent-inded. But they also have a mild[…]
How CFP® Courses Can Transform Your Approach to Financial Planning
In today’s increasingly complex financial landscape, professional financial planning education has become more crucial than ever. The CFP® certification stands as the gold standard in[…]
Exploring CFP Fast Track: Eligibility and Advantages for Financial Planners
The financial planning industry has witnessed remarkable growth, making the Certified Financial Planner (CFP®) certification increasingly valuable for professionals seeking to advance their careers. The[…]
The Importance of Financial Education from Childhood: A Gift for Future Generations – By Harendra Zatakia
Introduction On November 14th, as we honor Children’s Day in remembrance of Pandit Jawaharlal Nehru’s birthday, we consider how to prepare the next generation for[…]