India’s Sovereign Upgrade: A Once-in-a-Decade Bond Story

In August 2025, S&P Global upgraded India’s sovereign rating from BBB– to BBB, citing fiscal consolidation and economic resilience. This is the first upgrade in[…]

Beyond the Algorithm: Why India’s Tech Talent Is Turning to CFP®

When one of India’s most respected IT firms, TCS, announced 12,000 job cuts, it wasn’t a mere headline. It was a signal. A signal that[…]

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[…]

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[…]

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[…]

The Role of Technology in Modern Investment Advisory Services

The Role of Technology in Modern Investment Advisory Services

In the present rapidly evolving digital landscape, integration of technology into everyday activities has transformed numerous industries, i8 financial management and investment advisory services. This[…]

Mastering Finances with a Certified Investment/Financial Advisor

How Investment Advisors Play a Significant Role in Managing Finances? The field of investment advisory presents a world of opportunities for individuals passionate about finance[…]