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Have You Done Your Financial Spring Cleaning?

A Financial Planning experience with a client: It was just another day that a new client came to us for financial planning.  He wanted to know if he had planned well for his family financial goals.  As...

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Principles and Decision-making for wealth creation

Whenever people have surplus money, they want to invest. When they invest, they just want to act or execute. They don’t want to spend time on understanding the product and various investment...

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Stock market and guaranteed NAV never goes together

Whenever there is a statement about anything in this world, regardless of who has said it, do not believe it. But to analyse it and know the truth is wisdom (Kural: 423): Thiruvalluvar, a celebrated...

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