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

The Objectives and Importance of Financial Planning

Financial Planning is one of the most important exercises that businesses have to undertake to make good decisions and also keep business viable amidst competition.[…]

How do I become an equity research analyst?

Do you have a passion that calls you for studying and analysing financial information and interpreting data? If you feel like doing so, then, it’s[…]

What is the importance of Financial Planning?

Undoubtedly, financial planning involves a lot of hard work and perseverance of first order. It requires a proper estimation of capital necessary to run an[…]

Importance of Financial Planning

Consider two situations. It is 2008 and the global markets have taken a hit. India is left reeling too. The company Mr X works for[…]