5 Money Actions that can create disaster in your Financial Life.

1 Most of you have been reading my articles for quite a long time. I have written a lot on how you can organize your financial life. Now this time I want to tell you what you should not do. Successful Financial life can be achieved by avoiding mistakes and adopting a disciplined approach towards …

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Doing no Mistakes is Equivalent to doing Great Job in Personal Finance.

Avoid mistakes and have a great financial life:  As a financial planner I meet many investors and try to understand what they are trying to do. I have realized one thing very clearly that investors don’t have sufficient knowledge of personal finance and in an effort to generate maximum returns they keep trying new things …

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Financial Life stages in the life of a Doctor.

Writing an article on financial planning for doctors is my favourite topic because 70% of my clients are doctors. During my practice I have worked with doctors from many different branches and with different age groups, like few of them are very young say between 32 to 35 years old and have just started their …

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What is Financial Planning?

Financial Planning is a terminology which is most commonly used as synonyms of investment planning or management and widely misutilized in India. Every investor believes that he is doing his financial planning either on his own or through some life insurance agent, mutual fund distributor who looks like a financial advisor but actually he is …

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How to make a proper will?

It is very important to write a clear will to transfer your wealth as per your wish after your death. There are serious consequences if someone dies without a valid will.Will is a very effective tool for planning your succession. But when it comes to writing of will, it is general belief that it is …

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How Hindu Succession Law Applies When a Person Dies Without Will?

Succession Planning is a very important aspect of overall financial planning. But it is being observed that Indians are very poor at this topic and they generally avoid planning for their inheritance. Being a financial planner I come across number of clients and when I discuss with them whether they have planned how their Wealth …

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