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Investment Planning

Marriage And Financial Planning Have More In Common Than You Think

Have you had any experience creating a solid event plan in your cities, such as a marketing or big music event plan? Then the event budget was reduced, or the star singer canceled the music event for some reason. The event plan you put so much time and effort into became worthless and useless. Or […]
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Inflation! Are You Sabotaging Your Wealth?

Modern days oxygen means petrol; whether we like it or not, we must accept that petrol rates are high in India. Petrol has become the oxygen of our day-to-day life, and we can’t live and imagine our life without it. But the petrol prices are skyrocketing, which is Rs. 103.19 in Bhubaneswar and Rs. 96.72 […]
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No More Mistakes with Child Education Plan

Saving for child education is the priority for Indian families without considering the impact of education inflation. Most parents start saving with the low-interest bearing product or making investments on an ad-hoc basis. Rather than creating ad-hoc savings, it would be best if you implemented a plan to meet a child’s higher education needs.   […]
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Choose wisely!

Choose wisely! In 2015, I interacted with one of my inquiries for the financial planning service the other day. It was a summer day at Bhubaneswar. At the same time, I have just completed four years as a CFP Professional practitioner. Yes, that time was the most struggling period for me to establish myself as […]
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The Best Kept Secrets About A Crorepati With A Nominal Income

What does it take to get my first ‘One Crore’ in savings? How to accumulate it? Is it possible to create once crore worth assets in my lifetime? How does one become a crorepati? What are the secrets of achieving it? Is it possible to become a crorepati with a nominal income of Rs. 15,000/ – […]
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42 Years SENSEX Return- 15.92% Per Year

Indian equity market delivered good return in last 42 years. As of 31st March 2021, Sensex closed at 49,509 points. BSE completed 42 years since 1979-80 (base year). But what is the return per year? Does the SENSEX give a good return per year in the long term? Why 1979-80 years? This is the base […]
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7 Pieces of Investment Advice From Warren Buffett

Imagine if you could sit and have a cup of coffee with one of the world’s richest men. What if that rich man built his wealth the same way you are building yours – through investing? What if that man were Warren Buffett? What would you ask? Would you try to learn something that would completely change […]
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Saving vs. Investing: Understanding the Key Differences

Often, you have heard about words like ‘saving’ and ‘investment’. But did you know that savings and investment are two separate concepts? The words “Saving” and “Investing” are sometimes used interchangeably, but when it comes right down to it, we should be engaged in both, separately, to secure our better financial future. If you’re not […]
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5 Reasons Why A Financial Plan Is Important

Buying a home. Saving for child’s higher education like MBA, MBBS, Engineering etc.. Designing debt management strategy. Insurance planning. Retirement planning. We all have financial goals, but often have no idea how to make them happen. Unlike more mature markets such as the United States of America (USA), United Kingdom, Canada and Australia, most Indians […]
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