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
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




