Financial Planning

Financial Plan Vs Financial Planning – What is more Important?

Sahil, a Software Engineer, approached me last week to have some guidance and discussion on his investments. He already had a financial plan at...

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Insurance Planning

Were you sold what was told? Read Insurance policy document carefully

Like every novice investor, Sahil was also of the view that to save for tax benefit he needs to buy insurance policy. But since...

How to make health insurance claim in multiple policies

Adequacy of health insurance cover is must for your wealth. But how much of Insurance is enough will always remain a big question. To...

Investment Psychology