Articles – Private

Are you fiscally prudent?

Are you fiscally prudent?

Ah! The joy of being young. Free birds with no responsibilities and freedom to spend, spend and spend limitlessly. Take...

Here’s how you can navigate your life after achieving financial freedom

Here’s how you can navigate your life after achieving financial freedom

Financial independence is a life of no debt and the ability to spend on anything you want. Everybody wants financial...

Why you must follow a steady process to reach your money goals

Why you must follow a steady process to reach your money goals

  Success needs a process. As we approach the calendar year-end, check/ build processes in your investments. On a social...

If fun investing is stressing you out, it is time to exit

If fun investing is stressing you out, it is time to exit

A raging bull market and low interest rates have got people to get creative with their money. I often hear...

Three secrets for a happy and healthy financial life

Three secrets for a happy and healthy financial life

25 years of being a financial adviser and an investor! Being part of Gen X, I was fortunate to witness...

Yes, money can buy you time and happiness

Yes, money can buy you time and happiness

Can money buy happiness? The jury is divided on that, but my own experience and journey of financial freedom makes...

Here are two products for investors who missed the market rally

Here are two products for investors who missed the market rally

Investors seem to be willing to take more risks in bullish markets. This could be because they believe markets will...

Prepare your teen for financial adulthood

Prepare your teen for financial adulthood

Chinna, Guddu, Munnu, Polla, are ready for college! Yet another generation of children are raring to start college life. Parents...

Is it still worth investing in mutual funds?

Is it still worth investing in mutual funds?

Mutual funds need to watch out! Too many investors are turning against them. The typical comments received over the past...

Parents, be wary of allowing your children to invest in your retirement funds

Parents, be wary of allowing your children to invest in your retirement funds

A recent trend that I have been noticing is of Gen Z and millennials taking over investments of their parents...

Five steps to improve your investment portfolio returns

Five steps to improve your investment portfolio returns

Off late, I have been getting many queries on emergency cash, international investing and cryptocurrencies. It is only natural, what...

Two financial gifts that every mother needs

Two financial gifts that every mother needs

Every year, many advertisements appear just before Mother’s Day regarding financial gifts that you can give your mom. Financial instruments...

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