There are dangers of comparing financial products because each product is designed for different purpose and needs. But comparisons are tools to help us arrive at decisions that account for our needs and suitability. We often hear how life insurance products give low returns compared to other products and it is partly true. However after […]
education planning
Why hiring CPFA(Certified Personal Financial Advisor) is important for your financial planning?
When you have headache you go to a Doctor, when you need legal help you go to a lawyer .what happens when you need financial planning advice? Selecting your Financial Adviser is the most important decision you will take in your life for you & your family. Choosing a CPFA may help you in following […]
Do you have a reliable, trustworthy and knowledgeable financial planner?
Do you have a reliable, trustworthy and knowledgeable financial planner? Many times I wonder why people make so much chaos with their personal finances. Individuals give so much importance to their house interiors, tasty meal and attractive clothing but are found to be really very bad in their money management skills. I will […]
Tax saving is not enough! Go ahead do Tax Planning!
Most individuals we come across, are more worried about saving taxes than saving for their future. However, in the pursuit to save taxes, individuals more often than not, ignore financial planning. Many are of the opinion that planning their personal finances can be accorded a lower priority, after tax planning. They believe that financial planning […]
Taking a comprehensive approach to your financial life
Money means different things to different people. Each of us has different dreams. You may want to achieve or maintain financial freedom so that you never have to work again – even if you plan on working the rest of your life. You may want to make a high quality education possible for your children […]