Few days back, I was sitting with a 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 understand to this client about financial financial status. The first step was to record all his […]

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 tells 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 […]

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 out 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 […]

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 […]

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. […]

There are two types of investors. Category 1 – Those who invest their money manually at end of each month Category 2 – Those who auto invest at the start of each month. Today we will discuss which option is better than other and what are the benefits of choosing the auto investment mode in […]

We would like to share one of the recent interactions we had with one of our past clients. There is something important to learn from the interaction we had and so we thought of sharing the same with all of you. Client: Hi Nandish, This is Sam (Name changed), Do you remember me, I joined your […]

If you are living in a rented house and using any fake documents for HRA claim then be careful. Because from now on there will be a big trouble for those who are using fake rent receipts to claim HRA, as Income tax department have started asking for more document. Many times it is seen that […]

Do you want to save more money each month? Today, I am going to reveal a secret trick which will help you to increase your monthly investments by some margin. This trick is more of a psychological shift in the way you think about money, emergencies and how much should you invest. However this is […]