Just as you go to a doctor when you fall ill or you go to a lawyer when you need legal guidance, you may engage a Financial Advisor if you need financial advice. Before you start working with a Financial Advisor, you need to know what questions you need...
The plethora of information on personal finance available is great. But the information comes with so many challenges. It’s a fact that we’re bombarded with misleading figures, half-truths, and fabricated details from various sources. This leads to the development of several misconceptions about financial planning. Buying insurance and investment...
certified financial planner, financial advisor, Financial Goals, financial management, financial planner, mutual fund investment
Financial Plan, Financial Planner in Kolkata, Financial Planning
The Supreme Court took a decision on 4th November 2022 to allow higher pensions to eligible employees under the Employees’ Pension Scheme, 1995 (EPS-95). Following this decision, many are concerned about the eligibility criteria to opt for a higher pension. Before trying to understand whether you are eligible for...
Exchange Traded Funds (ETFs) are an investment fund that tracks the performance of a specific index. Just like stocks, one can trade ETFs on a stock exchange. An ETF is structured in the same manner as the unit creation of a Mutual Fund scheme. The units can be bought...
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Just as the Covid-rattled world economy is setting out towards recovery and growth, Russia-Ukraine crisis is a dampener on us. This article is a general opinion on Mid 2022 investment outlook to better your investing journey! Inflation has become a major concern now. Most of the things in our...
certified financial planner, financial advisor, mutual fund, mutual fund investment, personal finance, registered financial planner
Financial Awareness, Financial Planner in Kolkata, Financial Planning, Investment Planning
All of us save some part of our earnings and invest to achieve our time-bound financial goals. So, where do you invest your surplus? Broadly speaking, it depends upon your risk profile, investment objective, investment time horizon, personal aspects and macroeconomic factors. There are various asset classes to invest...
certified financial planner, financial advisor, mutual fund, mutual fund investment, personal finance, registered financial planner
Financial Advisor, Financial Awareness, Financial Planner in Kolkata, Investment Mistakes, Investment Planning, Mutual Fund Investment
Have you thought of retirement as a phase of your life? You must have got a sense of your ideal retirement age. You should have made certain plans based on that timeline. Do you have a retirement plan in place? If yes, that’s great! Now, imagine a situation which...
certified financial planner, financial advisor, Financial Goals, personal finance, registered financial planner
Financial Advisor, Financial Awareness, Financial Goals, Financial Plan, Financial Planner in Kolkata, Financial Planning, Retirement Plan, Retirement Planning
If you are planning to retire early, please accept that you’re not the only one. Are you inspired to retire early or is it just a vague desire? If you are influenced by the FIRE movement – Financially Independent Retire Early, please do not get too carried away. Retirement...
certified financial planner, financial advisor, Financial Goals, personal finance, registered financial planner
Financial Advisor, Financial Awareness, Financial Goals, Financial Plan, Financial Planner in Kolkata, Financial Planning, Retirement Plan, Retirement Planning
Your friends and colleagues are supposedly enjoying their lives to the fullest – tripping frequently, buying expensive gadgets, booking properties, buying high-end cars, and what not! So many things are happening around, enough to distract us. Thanks to social media as well for fueling instant gratification every other second....
financial advisor, Financial Goals, financial planner
Financial Advisor, Financial Goals, Financial Plan, Financial Planner in Kolkata
We have come across many who are skeptical about when is the optimum time to formally start financial planning. The need to properly manage your personal finances is invariably imperative. But, unfortunately, skills to manage personal finances are not taught in schools. Thus, many end up taking unsuitable financial...









