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...
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...
certified financial planner, etf, exchange traded fund, financial advisor, mutual fund, mutual fund investment, personal finance, registered financial planner
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
All investments are good. But while you ask whether it is good for you, my opinion would be that it depends on your risk profile, investment time horizon, objective of investment, net worth, cash flow, family structure, age, health, man power, occupation and nature of job and various other...
certified financial planner, financial planner, mutual fund, mutual fund investment, real estate investment, registered financial planner






