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[…]
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[…]
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[…]
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[…]
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[…]
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[…]
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[…]
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[…]
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[…]
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[…]