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...
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...
The primary job of a licensed Financial Advisor is to professionally guide you in your personal financial aspects. Preferably, a licensed Financial Advisor is competent to write Financial Plan for you and your family in detail and also provide proficient financial advice in a fiduciary capacity. Commonly, financial planning...
Medical profession was, is and will prevail to be a noble profession. It is a matter of immense pride and honor for anyone to be a successful doctor. As medical practitioners, you are accustomed to long hours, including weekends and night shifts. The magnitude of change you, as a...
Our apprehension of personal finance began with our piggy banks. Whenever our close relatives gave us money, we gingerly put it in the piggy banks with the wish to buy something later. The concept of budgeting seeped in when we had to wisely spend our pocket money trying not...









