What is a Trust and how is it different from a Will
Basics of Trusts In my previous write-up writing a Will, I mentioned that this should be one of the most important activity on the to-do list for all but is unfortunately neglected by a lot of people. Hope you have read the article, and if not, I encourage you to read it. This write-up in […]
How to write a Will? Is it necessary and what should it contain?
Writing A Will – is it necessary In my interactions with few people, I have heard a lot of questions about the need of Will and the lack of awareness of the same. So, this week, I decided to prepare a write up on such an important topic of Estate Planning. Some questions which come […]
3 reasons why personal finance for women is critical
3 reasons why personal finance for women is critical My write up today has been prioritized and is being published out-of-turn (though definitely not out of place) since we have International Women’s day coming up on 8th March. One would argue why does it need a dedicated separate section in personal finance. I think it […]
Don’t buy life insurance without reading this – 11 critical points
Life Insurance – What to look for? page In today’s uncertainty of life, planning for various goals and knowing how much is needed, considering inflationary aspect is extremely vital and therefore it is important not to neglect this aspect of life insurance in personal financial planning. Many a time, people are underinsured or simply not […]
Success Story: IFA in Hyderabad after 21 years corporate experience
Success Story: Becoming an IFA after 21 years experience My Success Story posted at https://www.masterstrokeonline.com/success-story/small-city-big-vision I am a Certified Financial Planner (CFP). After working for over 21 years for companies like ICICI & Franklin Templeton, I decided to follow my passion and became an IFA in Dec 2016. It has been a great journey since I […]
Living a life paycheck to paycheck?
Living a life paycheck to paycheck – Financial Planning Moving away from comfort zone I have been asked this question a number of times since I left the corporate life – Why did I leave a cushion high paying job to start on my own with an unpredictable income stream and so much uncertainty considering […]
2 Years @ Financial Radiance : My perspective as a Financial Advisor
2 Years @ Financial Radiance : My Perspective as a Financial Advisor On 1st December 2018, I complete my two years as an entrepreneur after having worked for over 21 years in the corporate sector. What a roller coaster ride it has been as a financial planner! Further, on the second anniversary, I am very […]
1 Year @ Financial Radiance: My perspective as a Financial Planner
1 Year @ Financial Radiance: My Perspective as a Financial Planner Time flies! It feels like yesterday when I was leaving Franklin Templeton with mixed sentiments of leaving an Organisation where I had been for more than 10 years and liked the culture and the environment and another of the joy of going independent in […]
