Asset Allocation: Backbone of your Portfolio.
In my earlier article on Risk profiling I had explained about what is Risk Profiling and how to do it? Now this article is an Effort to explain what
What is Risk Profiling and why you must do it?
Normally I have seen that when it comes to investing in different asset classes, every investor is confused about how much should I invest in asset classes like Equity where
Doing no Mistakes is Equivalent to doing Great Job in Personal Finance.
Avoid mistakes and have a great financial life: As a financial planner I meet many investors and try to understand what they are trying to do. I have realized one
Financial Planning from Doctor’s Perspective
In my last article in September-2014 IMA Vadodara Monthly Bulletin, I had discussed about Life stages in the life of a doctor. While working with my doctor clients I have
When should you invest in Equity or withdraw from Equity, considering PE Ratio?
In my last article I had explained what is a stock Index ? How it is constructed ? and Why it goes Up or Down?, the objective of writing that
What is a Stock Index?, How it is constructed? & Why It moves up or down?
In last few months, I have been hearing investors saying that markets are at peak so it cannot go up now, actually investors are not able to understand “what is
Financial Life stages in the life of a Doctor.
Writing an article on financial planning for doctors is my favourite topic because 70% of my clients are doctors. During my practice I have worked with doctors from many different
Transactional Approach vs. Financial Planning Approach: What is the difference?
Earlier I had published an article on What is Financial Planning? and How Financial Planning process works? On Now this article is an effort to differentiate between Traditional Transactional Investment
Which Type of Life Insurance Policy you should Buy?
In my earlier article “Why should you buy life insurance and how much?” I had tried to discuss and clarify on objective of life insurance and how much life insurance one
How Financial Planning Process works? And It’s Implication on Client’s Financial Life.
In my earlier article I had written on what is financial Planning and How it is beneficial to you? As mentioned in that article , financial planning approach