ISO 9001:2015 | 27001:2013 Certified
ISO 9001:2015 | 27001:2013 Certified
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 bank’s ‘gold’ client. Only you know your goals, liquidity needs, and risk profileLIFE has been good to Ravi Subramanian, 39, and his wife Meena, 37. They are […]
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 too scared to invest when the chips are down. Most of us have run into a self-styled “investing expert” at one time or another—someone who watches CNBC […]
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 to know. This 45-year-old businessman was in my office because he wanted to plan his family finances. My reply was straightforward: comprehensive financial planning is the process […]
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 booming, gold is rocketing and real estate is zooming? The average working man or woman in India decides where to put his or her money depending on […]
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 I am not sure if I have done the right thing,” Rahul Shah rued. A 37-year-old corporate executive, he lives in Mumbai with his wife Seema and […]
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” might sound cliché, but in the financial services industry, “Everything is in the name”. Classic examples of this are the ludicrous childrens insurance plans on offer. Its […]
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 something happen to us?” was the key question burning in Rajesh & Arti Malhotras mind when I met them. Malhotras have a 5-year-old talented autistic child. Rajesh […]
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 to plan their finances. Weekends are even busier, and I see some business owners and executives on the phone during weekend dinners, as well. Whatever be the […]
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 25 lakh to XYZ Securities to manage and they said they are doing financial planning for me”. “I have started SIPs (strategic investment plans) and I dont […]
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 manage risk. In simple terms, asset allocation is spreading your money across a mix of asset classes, namely bonds, real estate, equity (direct stocks, mutual funds), gold […]