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Understanding Taxation & Compliance on different types of Investments – 25th Feb 2022

We organized an exclusive webinar on ‘Understanding Taxation & Compliance on different types of Investments’ Our speakers were Mr. Virag Shah, CA, CPA – Director CEO of Elixir Group, India & US and Mr. Chintan Shah, CA – Partner at V J Shah and Co, Chartered Accountants, along with our CEO, Ms. Chitra Iyer. They […]

A Webinar on Financial Freedom for Special Needs Families – 4th Dec 2021

On the occasion of World Disability Day 2021, we organized a Webinar on Financial Freedom for Special Needs Families Session 1: The need and importance of securing your family’s financesA panel discussion with our experts:1. Shobha Sachdev – Director, Adapt and Saanidhaanam2. Merry Barua – Founder, Action for Autism and Ananda3. Prachi Deo – Founder of […]

A Webinar on ‘Why Doctors should start Financial Planning early in life!’ – 13th August 2021

We organized an exclusive webinar for Doctors on ‘Why Doctors should start Financial Planning early in life!’ on 13th August 2021. The speaker was the Head of our Doctor Practice and Financial Coach, Meena Shriram

How to Destroy Wealth Slowly, Without Even Realizing It – Dr. M. Viswanathan (Interventional Cardiologist)

How to destroy wealth slowly, without even realizing it  – Dr. M. Viswanathan (Interventional Cardiologist)   I am a fairly successful medical practitioner with a long standing in the profession and a reputation for ethical medical practice. I came from a middle-class background, studied in government run medical college, with classmates who were also from the […]

Managing your ailing parents’ portfolio

Presenting a beautifully written, informative and very implementable article“Managing your ailing parents’ portfolio” by Chitra Iyer, our COO.   This article appeared in Business Standard issue of 29th March, 2015. We hope you find it useful and share it with people you care about. Looking forward to your feedback. Click on the below mentioned link to […]

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