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Need holistic advisors please

When you go to a doctor you get a feeling that you have gone to a person who is completely ‘loyal’ to one school of thought. So you have a allopathy slave, a homeopathy slave, a unani slave…… NO DOCTOR...

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You need a financial adviser….

All the articles in the financial services industry are written by people who have a vested interest in either the advisory business or in the sales business. By ensuring that you have an adviser there...

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Sins of Money Management

Money management is the whole process of getting wealthy and includes: earning, budgeting, spending, borrowing, accounting, taxation,  saving, trading, investing, etc……. So it is likely that some of...

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Retirement : Watch Baghban again

Ps: this article is about 5 years old, and they still are floundering. The names have of course been changed, and the airline hidden, but you can guess. Imagine a couple working in Kingfisher! No clue...

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What type of an investor are you?

First of all let me make a distinction between a saver and an investor. A saver puts his money in instruments which give fixed or very closed to fixed kind of returns. Examples of this are bank fixed...

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Inheritance: how do I deal with it?

  Today there are people who live up to the age of 95 as well as those who die at 59. Some of them have very smartly multiplied their money and some live on a hand to mouth basis. Depending on what...

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do not delay your investments…

When it comes to saving and investing, people are obsessed with the returns they’re going to get on their money. Whether it’s debating the merits of a particular investment strategy, discussing the...

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are you financially compatiable?

When 2 people get married……we hope that they are financially compatiable, sometimes they are, sometimes they are not… Here are the details of a couple …and they had an amazing story. I took their...

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Professional services: Fees

How much should a professional charge as a fee? This is a question that I have found almost impossible to answer. Let me tell you why. Suppose you have a client who has a slightly complicated family...

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Do I need a financial Planner?

this article will help you decide do you need a financial planner..

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