How to Choose a Wealth Management Firm in India
This blog post offers tips on how to choose the right firm, including considerations around reputation, fees, services offered, and compatibility with your financial goals. Make an informed decision about your wealth management needs and find the best firm for you.
The Real Benefit of Hiring a Financial Advisor
Discover the true benefit of hiring a financial advisor beyond potential investment returns. Learn how delegation can lead to time-saving, expertise, informed decision-making, and stress reduction in financial planning.
Investing in Real Estate: Pros and Cons for Investors in India
This blog post examines the pros and cons of real estate investment, including the potential for high returns, the use of leverage, and the risks of market fluctuations and illiquidity. We also discuss the time and labor required for property management.
7 ways to identify a loyal investment advisor
Learn how to identify a loyal investment advisor who will act in your best interest. Discover 7 key characteristics including being a fiduciary, disclosing fees, having a well-rounded approach, being transparent, responsive and experienced and a good communicator.
Why Mutual Fund Ratings Are Not Always the Best Way to Select a Fund
Don’t rely solely on mutual fund ratings to make your investment decision. Find out why these ratings can be subjective, incomplete, and not tailored to your personal financial situation. Learn how to consider other important factors when selecting a mutual fund.
Financial Wisdom from the Hitopadesa: Balancing Wealth and Contentment
Discover the ancient principles of financial wisdom from the Hitopadesa. Learn about the importance of contentment, balance, ethical behaviour, generosity and sharing in managing one’s finances.
How to choose between Provident Fund, Superannuation & NPS?
Learn how to choose the best retirement savings option in India between Provident Fund, Superannuation Fund and National Pension System. Understand the level of control, risk, tax implications and other factors to make an informed decision.
Proven Lessons on Personal Finance from ‘I will teach you to be rich’ by Ramit Sethi
Master your finances with Ramit Sethi’s “I Will Teach You to Be Rich”. Learn proven strategies for automation, investment, income, mindset, negotiation, credit and more. Achieve financial freedom with actionable steps and expert advice.
Why Investors Should Avoid Everyday Media and Stay Focused on Their Investment Strategy
Learn why investors should avoid short-term thinking, lack of context, biased reporting and emotional impact caused by the constant bombardment of news and information. Get insights on alternative solutions and how to stay focused on your investment strategy