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 for which he was getting offers in the…

2 months ago

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 for governing family-owned businesses to ensure smooth succession…

3 months ago

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

You submit documents not just once but repeatedly over time. Failure to do so can result in your accounts being…

3 months ago

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 securing a stable financial future during his sunset…

4 months ago

Slow and steady: How a passive approach to investing secured this Mumbai-based CEO’s retirement future

Sharma, 52, who works as group CEO of a global media company, is eight years away from retirement. He has…

4 months ago

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 our way is the right way because it…

4 months ago

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

Engaging with Naval reveals a distinctive perspective on character; he sees personal growth as inseparable from professional development. His discussions…

5 months ago

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 of unclaimed assets through smart identification of claimants,…

5 months ago

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

My husband and I are both 38 years old and save ₹1 lakh every month. We have always tried to…

5 months ago

Investing in India from abroad: Navigating financial hurdles for NRIs

Despite the many good reasons for investing in India, non-resident Indians (NRIs) face numerous hurdles that can dampen their enthusiasm.…

5 months ago

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

The proverbial saying, "Money speaks only one language: If you save me today, I will save you tomorrow," is more…

6 months ago

How financial planning helped this Mumbai family

In India, where the traditional joint family system is evolving, and the burden of elderly care is increasingly shifting to…

6 months ago

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 career milestones, start families, and plan for retirement,…

6 months ago

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

Maheshwari is very hands-on with his investing. He prefers monthly lumpsum investments in mutual funds to systematic investment plans (SIPs).…

6 months ago

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

A recent article about becoming a “Crorepati" by simply investing in the Public Provident Fund (PPF) has caught many people’s…

6 months ago