Tag: financial planning

Many investors believe you can’t suffer losses in real estate. That’s just false.

Let’s consider a real-life example. A friend of mine owned a property…

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From Legacy to Leadership: The power of a family charter in succession planning

Family charters, also known as family constitutions, serve as a fundamental document…

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Trust your doctor, check your broker: The overlooked risk in financial advice

You submit documents not just once but repeatedly over time. Failure to…

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Why this ex-corporate honcho believes first 25 years are to learn, next to earn, and last to return

The industry veteran, who held various leadership positions in his career, envisions…

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Is your money management strategy actually working? Key signs you might be off track

When it comes to managing money or investing, we all feel like…

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Naval Ravikant’s 5 investing mantras for achieving long-term success

Engaging with Naval reveals a distinctive perspective on character; he sees personal…

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AI and blockchain solutions for unclaimed asset recovery, says Vikash Kumar Jain of Share Samadhan

Blockchain can provide a transparent mechanism for tracking ownership and automating transfers…

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Enjoy today, save for tomorrow: Financial planning for a balanced life

My husband and I are both 38 years old and save ₹1…

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Investing in India from abroad: Navigating financial hurdles for NRIs

Despite the many good reasons for investing in India, non-resident Indians (NRIs)…

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Investing in yourself: How can saving today secure your financial future?

The proverbial saying, "Money speaks only one language: If you save me…

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How financial planning helped this Mumbai family

In India, where the traditional joint family system is evolving, and the…

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7 key advantages of including high death benefit plans in your estate planning

Life is a journey of evolving needs and aspirations. As we navigate…

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How this Delhi-based CA is preparing for his FIRE journey

Maheshwari is very hands-on with his investing. He prefers monthly lumpsum investments…

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Is the 18x15x12 formula the secret to smart investing for your child?

A recent article about becoming a “Crorepati" by simply investing in the…

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