We are happy to announce, that our next full-day workshop in Bangalore is scheduled for 16th Sept 2018 (Sunday). We invite you to come and participate with your friends and family. It is an opportunity for you to block one full day for your financial life where you get a chance to work on your […]

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 […]

We are happy to announce, our next full-day workshop in Mumbai is scheduled on 22nd July 2018 (Sunday). Generally, we give 30-35 days for people to register but this time the gap is less and so check your schedule at the earliest and book your seat. The workshop is an opportunity for investors to work […]

We are happy to announce, that our next full-day workshop in Pune is scheduled on 20th May 2018 (Sunday). We invite you to come and participate with your friends and family. It is an opportunity for you to block one full day for your financial life where you get a chance to work on your […]

Today we are sharing a very different money story, where one of our readers is going to share his life journey of becoming a middle class from being RICH years back. Yes – you heard it right. As per his request, we are not revealing his name and identity. I thank him to share his […]

Today you are going to read “money story” of Priyanka Jadhao from Pune. She is 26 yrs of age and just started her career few months back. She will be discussing about her life journey till date from the money perspective. I mean she will talk about her view about money, the incidents from her […]

On 23rd September, we received an email invitation from Deputy Commandant (Dr. Lokesh Khajuria) for leading a personal finance session specially designed for Border Security Force officers and jawans. We immediately accepted his invitation and started our preparation for the same. Manish flew from Pune, we packed our bags, prepared the presentation and started our […]

Job loss is a scary situation because it’s a big disruption in your life. If you lose your job, you need to suddenly look for another job quickly because you have to meet your household expenses and also deal with the emotional crisis. In case of a layoff, you also lose self-confidence and start doubting […]

Today you will read one of the fascinating stories of one of our readers (Naren from SavingHabit.com) who has shared his personal journey on early retirement and also gave a step by step path on how to change your mindset about it. This is a long article, but quite deep on the topic of early retirement. I […]

It has been around 8 years we as a team are working in the personal finance space. We have worked with a few hundred investors one on one and there is a lot we have learned from their sharing and life experiences. We see personal finance as a journey and any journey will always have […]