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Mutual Fund Distributor or Investment Advisor: How to Choose the Right One for Your Financial Goals?

Financial Planning
1 week ago
Most people don’t go looking for a mutual fund advisor/distributor because they woke up curious about asset allocation. They go looking because a SIP underperformed, a friend mentioned “direct plans,”…

“Highest-Return SIP”: What Investors Should Consider Before Choosing One

Financial Planning
2 weeks ago
Search “highest return SIP” and you’ll get a different list every few months. That’s not a glitch. It’s exactly how markets work. The fund sitting at the top of the…

Best Investment Plan: How to Choose the Right Option for Your Financial Goals

Financial Planning
2 weeks ago
Most people ask “what’s the best investment plan?” the same way they’d ask for the best phone – expecting one answer that works for everyone. It doesn’t exist. The best…
Financial Planning in India

Financial Planning in India: A Complete Guide to Building Real Wealth

Financial Planning
2 months ago
Most people in India start investing before they start planning. They buy a mutual fund because a friend recommended it, or a policy because an agent called. That’s not financial…

Is Your Child Education Planning Ready for the Rising Cost of Education?

Education Planning
2 months ago
A client of mine, a couple in their early 30s, came to me last year with a newborn and a simple question: how much should they be setting aside for…

Retirement Planning by Age: What to Focus on in Your 30s, 40s and 50s

Retirement Planning
2 months ago
Almost every week, a client asks me the same underlying question, just dressed up differently depending on their age. Someone in their 30s asks me how much they should be…
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AMFI-registered Mutual Fund and SIF Distributor ARN 186203. APMI registered PMS Distributor APRN 00370.

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