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Category: Category: Financial Planning

The ‘I’in investment

November 20, 2007
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 |  Financial Literacy, Financial Planning

Publication: The Times Of India Mumbai; Date: Nov 20, 2007;    Section: Your Money;   Page: 40 Your role in planning your money doesn’t end with becoming a […]

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Waiting for GODOT

October 23, 2007
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 |  Financial Planning

Publication: The Times Of India Mumbai;Date: Oct 23, 2007; Section: Your Money; Page: 46 There’s no point in waiting for a market correction if you’re going to be […]

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A Financial Spring Cleaning

August 28, 2007
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 |  Financial Planning

Publication: The Times Of India Mumbai; Date: Aug 28, 2007; Section: Your Money; Page: 38 So what exactly is financial planning and wealth management, Rakesh Jha was curious […]

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Step up equity play, cut realty share

August 27, 2007
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 |  Case Study, Financial Planning

Publication: DNA, Mumbai;   Date: August 27, 2007;    Section: Personal Finance;   Page: 6 That is the prescription forDNA Money readers Raj & Seema Financial plan? Who wants one when the markets are […]

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Cut realty weightage, rejig portfolio

July 9, 2007
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 |  Case Study, Financial Planning

Publication: DNA, Mumbai;   Date: July 9, 2007;    Section: Personal Finance;   Page: 6 Thats the prescription for DNA Money reader Rahul Shah I have done things in an ad hoc fashion and […]

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Childrens insurance is a misnomer

December 9, 2006
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 |  Financial Planning, Life Insurance

Publication: DNA, Mumbai;   Date: Dec., 9, 2006;    Section: Personal Finance;   Page: 6 You and your child will do well by keeping insurance and investment decisions separate   Whats in a name” […]

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Disability planning is vital for everyone

November 13, 2006
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 |  Case Study, Financial Planning

Publication: DNA Mumbai;   Date: November 13, 2006;    Section: Personal Finance;   Page: 6 Increased awareness among corporates, individuals and media will help create models “Who would take care of our son Armaan should […]

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A rejig to keep Ram running

September 25, 2006
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 |  Case Study, Financial Planning

Publication: DNA Mumbai;   Date: Sep 25, 2006;    Section: Personal Finance;   Page: 24   People have time to plan their vacations, birthday parties, picnics, but seem to have very little time […]

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How is financial planning different?

September 4, 2006
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 |  Financial Planning

Publication: DNA, Mumbai;   Date: September 4, 2006;    Section: Financial Planning;   Page: 24 A planner understands the client, his objectives and risk tolerance before giving an appropriate advice “I have given Rs […]

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Proper asset allocation is key to wealth

June 26, 2006
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 |  Financial Literacy, Financial Planning

Publication: DNA;   Date: June 26, 2006;    Section: Personal Finance;   Page: 24 Asset allocation is the most important decision that an investor must make to achieve his financial goals and effectively […]

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