
Golden Rules of Wealth Management
Thinking about achieving financial freedom is more common than you might think. It’s a goal shared by many. But turning that dream into reality takes more than just ambition. Building lasting wealth requires consistent effort, thoughtful planning, and smart financial...

Financial Planning: Definition, Importance & Types
As per a survey, over 50% of Indians between age 35 and 54 feel unprepared for the future even though they have done some financial planning. 60% think they have not saved enough money. Many rely heavily on credit and...

Is 5 Crore Enough to Retire in India?
Is it possible to retire with a corpus of Rs 5 crore at the time of retirement? Well, it depends on your age, expenses, lifestyle after retirement and how much are you willing to contribute to retirement at that age....

What Is Wealth Management and How Can Wealth Managers Help You?
What is Wealth Management? Wealth management is a niche professional advisory service that devises personalised strategy for a client using various financial products and services. In some cases, depending on the client's complex needs, use of all specialized financial services...

What Is the 3-Year Rule in Term Insurance and Claim Rejections?
Insurance companies cannot reject claims made on policies over three years. According to the Insurance Laws (Amendment) Act 2015 Section 45 no claim can be repudiated (rejected) after 3 years of the policy being in force even if the fraud...
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Yoga for Financial Health
We have recently celebrated International Yoga Day on 21st June. The social media was filled with pictures of individuals doing yoga. Yoga is no game where you can conquer in a couple of days. Yoga requires patience and practice. It...

Taking a long break from work? Plan for the money well in advance
This article was first published in Moneycontrol. How frequently do you ponder about leaving your Nine-to-five routine and enjoying things that you have always wanted to do? It may be a three-month vacation, signing up for a course, pursuing a business...

Wealth Creation – Meaning, Importance and Investment Plans
What is wealth creation? Wealth creation is the process of investing in different asset classes where the investments will help in fulfilling key needs. These investments should also be self-contained that can generate a stable source of income, helping one...