It was early Sunday morning when I received a phone call. I was fast asleep after a late weekend night, but I felt a familiar sense of worry and answered the call without checking the caller’s name. On the line was a young woman from a nearby town in Tamil Nadu, seeking guidance about an […]
The Sunday Morning Call Read More »
In 2018, after 20+ years of working in the corporate world, when I was looking for an alternate engagement to make my life more fulfilling and purposeful, Financial Advisory was the obvious choice. I was regularly involved in the personal finance education of my colleagues in the companies where I worked. My interest largely came
Scaling up Fee-Only Financial Advisory Services Read More »
A significant number of Indians regularly travel abroad (NRIs) for various opportunities. Their stay abroad varies from short term to long term. Some of them may take Citizenship from another country but still keep the OCI/PIO card to keep their connection with their motherland. For this increasingly mobile community with assets across countries, financial planning,
How NRIs can choose the Right Financial Advisor Read More »
Many people have reached out to me asking how to select the Best Financial Advisor in India. This is a job easier said than done. After all, you would like to give your hard-earned money to a person who is willing to hear the story of your financial journey understands your difficulty and challenges in
How to Select the Best Financial Advisor in India Read More »
All of us want to have a reasonable amount of money to achieve personal financial goals (e.g. home and vehicle purchase, kid’s education and marriage) and comfortable retirement life. We are putting our best effort towards our profession for better income and savings. Based on our knowledge of investment options and level of comfort, we
Why do you need a Financial Advisor? Read More »