Money Management Formula: Step-by-Step Guide for Budgeting
Budgeting is a critical exercise in the wealth creation journey. Get your finances sorted with a money management formula.
SEBI Registered Investment Advisor | RIA No.-INA000017222
SEBI Registered Investment Advisor | RIA No.-INA000017222
Module 01
Ensures your financial foundation is robust to deal with financial unsuitability.
Module 02
Learn how when is the right time to buy a home for yourself and your family.
Module 03
Covers the lesson to ensure you can handle your loan and use your credit option wisely.
Module 04
How to secure your financial future & have the correct financial mindset in 360-degree
Module 06
Covers all the lessons regarding investing, risk-return and Investment Technique.
Module 07
Covers lessons to plan your taxes wisely and introductory lessons on tax filing.
Module 08
Guide on writing WILL so that you can pass your legacy smoothly.
With plenty of personal finance information on the web, you may need pin-pointing information.
Step by Step Financial Planning Guide is a structured learning resource designed for working professionals like you who want to enhance their personal finance skills and knowledge.
Not more, not less – Just what you need!
After reading Step by Step Financial Planning Guide, you will have enough knowledge to distinguish between right and wrong, which will help you avoid making bad financial decisions.
Financial Planning is not limited to investing but is much beyond investing.
The financial planning process includes all aspects of personal finance, from understanding the current financial situation to achieving long-term goals.
In investing, knowing what is right and, even more importantly, knowing what is not right for you is essential.
Guide to ensure your financial foundation is robust to deal with financial unsuitability and safeguard your savings.
Budgeting is a critical exercise in the wealth creation journey. Get your finances sorted with a money management formula.
Learn the top secret money management tips to fast track your financial freedom journey by changing the way you think about money.
Practical money management tips for beginners salaried and business Professionals that can help them save and invest more.
A lot of individuals think that is life insurance important without understanding life insurance importance. learn why life insurance is important and why you need
Explore life insurance and types of life insurance policy in India and protect your family rightly.
Health insurance coverage guide on how much health insurance do I need, given the increasing medical costs in India.
Health insurance is critical to any family’s health and financial security. Hence, learning how to choose health insurance plan for your family is essential.
Learn about what is a critical illness policy and how a critical illness insurance plan can help you safeguard against serious illness and hard-earned money.
Critical illness insurance is an insurance policy for critical illness that helps you protect your critical illness needs and savegaurd hard-earned money.
Emergency or Contingency Corpus is a foundation of personal finance. Learn how to create and park contingency funds to attain financial stability.
Learn about an emergency fund where to invest, and why to have it. Step-by-step guide on building an emergency fund.
Learn when is the right time to buy a home.
Rent vs Buy Home, a debatable topic. Let’s understand what is better and the right time to buy a home.
Let’s explore a simple yet effective strategy on how to buy a home without a loan.
Guide to ensure you can handle your loan and use your credit option wisely.
A credit card can be a savior if used wisely and can take a toll on your finances if used carelessly. Learning how to use
Learn how to reduce loan burden smart way. Be it home loan,personal loan, high interest burden, faster repay can help you manage your debt better
Learn 9 ways to repay your home loan faster and strategies on how to close home loan early.
Guide on how to secure your financial future in 360-degree
Learn the 6 important role of financial planning that can help you secure your financial future and let you live a financial peaceful life.
Financial planning importance is realized when it started helping individuals achieve their goals. Find your guide on how to create a successful financial plan.
Guide to Early Retirement and Retirement Investment Option.
Benefits of Retirement Planning is not limited to one but many. It helps in achieving multiple goals, being disciplined, live withing the means and many
Understand the best retirement investment options so you can plan for retirement without running short of funds.
Guide regarding investing, risk-return and Investment Technique.
Learn the objective of investment and the type of investment to make your investment journey wonderful.
Salaried employees face unique challenges when it comes to investment planning. Here are tips on the best investment options available for salaried employees.
How do you become wealthy depends upon the path you choose. Learn how to build wealth and become a millionaire for your financial security.
The risk return trade off helps understand the associated risk with the expected return. Let’s explore how it affects your investments.
Investment portfolio and diversification must go hand in hand. Goal-based investing is a wise strategy for asset allocation and portfolio diversification
Mutual fund types can be confusing, but don’t worry – I’m here to help. This article explains the different mutual fund types and which is
Learn about the best mutual fund performance and their selection technique for equity mutual funds to invest in India in 2024.
A simple guide to understand how to invest when Sensex and Nifty all time high.
Guide on planning your taxes wisely and introductory lessons on tax filing.
Learn about the income tax new regime and how you can choose what is best suited for your tax planning.
Time to declare investment to the employer for tax savings. Here is a strategy to maximize tax savings and tax planning for salaried employees.
Tax Saving Mutual Fund is a good option for tax savings if you are looking for the shortest lock-in investment option.
Learn how to avail of NPS tax benefit to save taxes now and even when you retire.
Step by step guidance of mutual fund taxation by recognizing its category (equity or debt) and investment duration.
Learn about debt mutual funds taxation new rule effective from 1st April 2023 and how it will impact your investment.
Understand the difference between Assessment Year and Financial Year to avoid making tax declarations and filing mistakes.
Learn how to avoid 18 common tax filing mistakes so that you can file your ITR correctly to avoid any notice or penalty from the
Choosing the correct ITR Form for salaried individuals can be confusing ITR-1. Learn which ITR for Salaried Person for FY 2023-24.
Guide on writing WILL so that you can pass your legacy smoothly.
Steps on how to create Will in India without a lawyer, along with a Draft sample format for download.
Step 01
Step 02
Step 03
"My focus is on my client, not on selling financial products."
I’m a SEBI Registered Investment Adviser (RIA No.:INA000017222) & Certified Financial PlannerCM (FPSB No.: 60832) with 15 years of experience in the financial industry.
I offer 360° structured fee-only financial planning and advisory services. I work jointly with individuals like you, helping simplify your personal finance with goal-based planning; this results in more savings, better investing, and a debt-free life for your secured financial future.
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I deeply understand client needs and provide professional advice, prioritizing their interests. Every suggestion is personalized, keeping today’s comfort in mind while still planning responsibly for tomorrow.
So far, I have advised 500+ clients from 15+ countries in their Financial Planning journey.
It’s time to secure your financial future, too. Let’s connect soon 🤝
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