If you are planning to move out of India or you are working in a company and got an opportunity to work out of India than there are few things you need to plan before shifting abroad. This ebook is comprehensive NRI checklist of all the preparations you should make. Financial & Personal… We areRead More
Financial Planning
How Much Cash to Hold in Your Portfolio?
You know last week in news it said: “ Indian Forex Reserve is down by 1% due to increase in fuel bill”. So a country is also concerned about its cash balance. We all know what happened in 1991 and how Dr. Manmohan Singh tackled the situation. So cash is really important in managing aRead More
What is Estate Planning?
Creating assets is on top of your mind – good. But have you thought what will happen to your assets (or liabilities) after you? Well, no one likes to think for “that day”. But friend – laws do not understand your fear of death. You need to define & document your thoughts on how yourRead More
7 Checks 6 Questions- Before Hiring Financial Planner Part 2
Asking question is never a bad thing. In fact, only fertile minds are inquisitive. I wrote about 7 basic checks for hiring financial planner 3 days ago. Now, we move ahead with the familiarity part. Lets ask some open-ended questions before hiring financial planner. After you have checked these outer most tough features, its timeRead More
7 Checks 6 Questions- Before Hiring Financial Planner Part 1
You are about to hire a Financial Planner, and this will be a very crucial financial decision. Are you prepared? Probably NOT, because most of us just talk without a checklist or a format to the financial planner. The aim is to see if comfort is there or not. Then based on “comfort” you goRead More
7 Retirement Challenges that Lead to Shortfall
Most ignore it because it is too far. Yes, that’s the story of retirement-related goals. You ask anyone, the priority is today… today’s expenses, this year’s tax savings, next years vacation etc etc. Retirement … a big silence. And, we all know the result. There will be a shortfall in retirement corpus. Shortfall is oneRead More