Retirement Time Bomb (60 min video discussion)

Here is a 1 hour deep discussion on the topic of Retirement Planning and how India is set to have a massive problem in coming times (and its still going on). In this video, I talk with Mr. PV Subramanyam (also called as Subra) who is a retirement expert and has also authored a best […]

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Not buying (or delaying) Term Insurance because of over-confidence

There are many investors who do not buy (or delay) term insurance plan, because they feel that nothing will happen to them. Some feel they can’t die due to illness, because they take care of their health. Some feel they will never die in an accident, because they drive their vehicles carefully. Some feel they […]

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How much money would it take for you to feel “Rich”?

“How much money would it take for you to feel “Rich”?” I recently came across this interesting question on my Facebook timeline and the answers given by people were very interesting. I thought of sharing it with you all and discuss this insightful and interesting point with you all. I want to become RICH and […]

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How much money is enough for you?

Do you know how much money is there in this world? It’s $36.8 trillion (or 2569 Lakh Crores) What if you get all this money? Imagine you wake up one day and your bank balance shows 2569 Lakh Crores. However, you also find that you are the only person left on this earth while every […]

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Don’t keep too much money in your saving bank account – Here are 2 strong reasons !

Today I want to talk about a mistake which we are all guilty of at some point of our life – “Keeping too much money in saving bank account” I can understand how confident and great we feel when we know that we have a big amount in our savings bank account and if required […]

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10 things we observed after working with 2,000+ financial planning clients

A few days back, I was sitting with financial planning in our Pune Office and we did a very detailed discussion on his financial life. We looked at various parameters and did basic number-crunching which gave a deeper understanding to this client about financial status. The first step was to record all his financial details […]

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5 big mistakes investors make in their life & how it impacts them

Are you a lazy investor? Do you avoid various actions in financial life which are often suggested as the “right decisions”? There are countless articles and videos these days which tell you that it’s important to have sufficient life insurance and health insurance. One should start investing very early in life so that they can […]

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10 uncomfortable truths about your job no one wants to admit

Today you are going to read 10 truths about your job and why you should accept them and act upon them as soon as possible. We all start our jobs with big dreams and future, but somewhere we are so lost in our daily routine that we do not observe some important things. This is […]

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8 brutal mistakes investors make which destroys their financial life

The year 2017 is coming to an end and I would like to share some of the common mistakes which I have witnessed in some investors financial life. You can never have a perfect financial life but you can always live a regret-free financial life. I take this opportunity to thank those who opened up […]

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5 reasons why people avoid retirement planning and die poor?

From last 8 yrs, I have been talking and dealing with investors & I can see some progress on how people see their retirement these days. They have got more “serious” about retirement planning. Almost all the clients we have, for them retirement is a big goal and their focus on it is worth appreciation. […]

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