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| Just think beyond traditional savings!! |
Mr. Jayant, a well-qualified professional, aged 40 years, is a self-made man. He is a well-known professional and has a true respect in the society. But, when it comes to saving and investment, he is like a common man. He
believes in traditional investment instruments like...
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| Portfolio Analysis - Retirement and Insurance Planning |
Avni Kapoor, 32 years old working and residing in Mumbai. Avni is a Software Engineer working with leading IT Company. She is strong with her relevant career and expecting it to carry on in the near future. She is from middle class background staying with her parents, who are financially independent.
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| Portfolio Analysis: I want to... give best to my children |
Biswajit Mukerjee aged 33 came to me with both hope and anxiety in his eyes. He had been looking for a professional financial planner since Arindam; his first son was born 4 years back. But as is the habit with most of us, he kept procrastinating the task of spending time and energy to get his finances organized.
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| Case study: Children's marriage planning |
The sooner the parent starts planning for the child's marriage the better. These are long term goals and need proper planning. We present a case study that highlights the importance of investing regularly and having access to quality advice.
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| Not Enough Aggression - Amit Sharma, Panchkula |
Panchkula-based Meenu and Amit Sharma must invest more and increase equity exposure to make full use of the power of compounding..
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| Slow, Steady and Almost There! - K Karmakar,Hooghly |
Hooghly-based Krishnadas Karmakar saves well but must increase equity exposure through mutual fund investments to meet his financial goals..
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| Model Management - Sunil Dhavala, Delhi |
Exemplary financial hygiene and a well-planned investment strategy has helped Delhi-based financial manager, Sunil Kumar Dhavala, build a strong financial portfolio and increase his networth substantially..
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| Safe and Sorry - Hemant, Pune |
Given his age and financial condition, Hemant should move away from debt instruments and increase his long-term exposure to equities. He should also pare down his fund portfolio and concentrate on fewer funds..
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| Getting the Basket Right! - Ram Kumar, Bangalore |
Consultant Ram Kumar has balanced his investments in disciplined fashion across three asset classes. He has a long-term perspective. But a greater degree of safety could be ensured with a few small changes in his methods..
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| Low risk,very low gain - T.P. Singh, Delhi |
Delhi-based superintendent engineer Tejinder Pal Singh must increase equity exposure and insurance cover for a financially sound future.
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