Many people ask me- will I be able to do financial planning myself? My answer is sure, but if you are a student of financial planning or the head of research in a pharmaceutical company trying to do your own financial planning, you need to know the following things before you start.  Just check […]

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The process of providing financial fitness involves four basic steps. If you have the time, objectivity, inclination (to take time off from your family to do this) and expertise in accounting (to file your tax returns), investments, taxation, insurance, and estate planning, you can do this process on your own. However, avoiding personal bias is […]

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The process of providing financial fitness involves four basic steps. If you have the time, objectivity, inclination and expertise in accounting, investments, taxation, insurance, and estate planning, you can do this process on your own. Avoiding personal bias is difficult. Most people find it helpful to seek the aid of various professionals to derive the […]

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If you are a student of financial planning you should know the following. Just find out how many of these statements are true and how many are false….. Financial planning is perhaps difficult for a client to do it himself because of the personal bias that might set in. Procrastination is the enemy of compounding. […]

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