The Financial Journey

It's Children's Day today!

How many of us were financially literate from a young age? Let's say, if we were financially literate as a kid, wouldn't …

We're young only once! Our youth is often considered as the only time when you can lay a strong foundation for a good and stable future, so why waste …

While talking about digital payments with my mother recently, it occurred to me how our parents cope with the novelty of the new digital world. Anywhere we go, from a street vendor to a supermarket, everyone accepts …

If you have to choose between saving for your future and fulfilling your current needs, which one will you go for? Well, both are a need, and hence …

Why do we buy insurance? One might say, to stay secure, to help cover one's medical expenses, and so on. If asked, why doesn't one buy insurance? The answer is the lack of awareness around this topic.

Insurance …

Is 'finance' a topic you hesitate to discuss with your spouse and your children? Probably, you don't discuss it with your spouse because you feel you can take care of it on your own. Regarding your kids, you are afraid …

It's International Day of Families! Today's podcast is going to revolve around the ones who add energy, enthusiasm, and fun to our family time i.e …

Covid-19 has taught us all how an emergency doesn't come with a prior warning. A sudden life change like this one surely takes a toll on our minds. …

Month-end is almost here. It's the time of the month when most people turn towards pocket-friendly expenditure or no expenditure at all. Why do people run out of money at the end of the month? 

Well, there are several …

Whenever you plan on investing, it's important to pay attention to the reason behind your investment. When your sole intention of investing is …

Let's listen to two real stories of my clients. Both of them earn a good amount of money but spend it lavishly too. Do you think they would become …

In this podcast, we're going to talk about a financial decision that most parents and parents-to-be need to make at the right time. However, most of them aren't aware of when is the right time and why. This financial …

It's International Women's Day! Every Women's day, as each year passes, I find more women stepping forward and standing up for themselves and their finances. However, we must not forget that we still have miles to go.

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Can new age Technology replace good old humans? Is DIY Investing really worth the time and energy you invest in it? Will DIY investing ensure you …

Valentine’s Day is right around the corner, which makes us ponder over one question - Is love the only aspect you should be looking at while planning …

2020 has finally departed. A year that undoubtedly left a bitter aftertaste, but a taste we shall remember for the rest of our lives. From a salaried …

A few days ago a prospective client called me and stated that he already had an existing Financial Intermediary but wanted to shift to a new one. On asking him the reason for making this switch, the prospect gave two …

Our life plans and dreams change at each stage of life as we age along the way. This week’s podcast walks you through a conversation that our Founder …

With the world engulfed by Coronavirus, most of us seem to know the symptoms and assume to know the cure of this novel disease. But is it right to …

Buying a life insurance policy has always been a mind-boggling puzzle for most of us.

This week’s podcast dissects the details of our recent …

When our income increases, everything seems so rosy, hopeful and optimistic, leading us to make long term financial commitments that seem just right! …

As parents, we’ve always wanted our kids to be independent and self-reliant when it comes to managing their own lives. We take pride in their first job, their first salary, their first bonus, and so on. Isn’t it?! But …

This important anecdote from a discussion with one of my clients will give you a deeper view of the root cause of why parents end up being dependant …