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CFP

Secure Your Family's Future: A Step-by-Step Guide on How to Create an Emergency Fund

Secure Your Family’s Future: A Step-by-Step Guide on How to Create an Emergency Fund

Secure Your Family’s Future: A Step-by-Step Guide on How to Create an Emergency Fund In today’s unpredictable world, having an emergency fund is more important than ever. Financial stability in your life is a goal that everyone strives to achieve, and an emergency fund plays a crucial role in ensuring that stability. Life is full […]
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Why Knowing Your Mortality Cost is Essential?

Why Knowing Your Mortality Cost is Essential? Regarding financial planning, it’s crucial to consider several factors that can ensure a secure and stable future. One of these factors is the concept of mortality cost, which plays a significant role in life insurance, estate planning, and retirement planning. Mortality cost refers to the financial impact associated […]
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Is It Necessary To Know Your Net Worth?

Is It Necessary To Know Your Net Worth? Last week, A young professional in his late twenties named Aniket dropped by our office to familiarize himself with our financial planning process and other available services.  During the conversation, I asked him what he was doing. He replied, “I’m an IT professional working in Bangalore. I’m […]
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3 Common Money Mistakes You Should Avoid

3 Common Money Mistakes You Should Avoid  Are you making any money mistakes in life? If not, then congratulations! You’re already on the right track to financial success. However, it’s time to reflect and make changes if you’ve ever questioned your past financial decisions. In this blog, I will explore the three most crucial money mistakes […]
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Discover Your Passive Income Potential with Mutual Funds

Discover Your Passive Income Potential with Mutual Funds Passive income is a concept that has gained significant attention in recent years, and for good reason. It allows individuals to generate income streams that require minimal effort or active involvement. One can unlock a world of financial independence and wealth creation by understanding passive income and […]
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Will The Power of Expense Analysis Ever Rule The Financial Planning World?

Will The Power of Expense Analysis Ever rule The Financial Planning World? In personal finance management, expense analysis is pivotal in effective financial planning. Understanding and analyzing individual expenses is crucial to gain control over their finances, make informed decisions, and achieve their financial goals. But In India, most people prioritize their income over their […]
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How to Retire at 45 in 7 Easy Steps

How to Retire at 45 in 7 Easy Steps Imagine waking up every morning with the exhilarating freedom to pursue whatever brings you joy, without the confines of a traditional 9-to-5 job. Early retirement, once seen as a distant dream, has become an enticing goal for many individuals seeking financial independence and the ability to […]
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Sovereign Wealth Funds

Sovereign Wealth Funds around the World Sovereign Wealth Funds (SWFs) have risen as influential entities in the global financial arena. Their presence and impact cannot be underestimated, as they have become vital players shaping the landscape of international finance. These government-owned investment funds are designed to manage a country’s surplus wealth and generate long-term returns. […]
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