Embarking on an exciting yet often intimidating journey of investing can feel like stepping into a web of possibilities. Whether you’re planning to invest 5,000 to 10,000 rupees per month or put your existing portfolio on a strategic path, the crucial decision between navigating this journey alone or taking the aid of a seasoned financial advisor looms large. In this blog, we delve into this decision-making process, aiming to equip you with the clarity necessary to plan a course aligned with your unique financial aspirations. While the allure of self-directed investing may hold a certain appeal, we shed light on …

Imagine sailing a boat without a destination in mind or a compass. Would you feel lost or unsure of where to turn or when to stop? Without a guide and proper direction, you would eventually end up nowhere, sailing endlessly for days. Your financial journey is not very different. Your financial journey benefits from having a clear destination which is where goal-based investing comes into play. In this blog we will discuss how goal-based investing can help you in various ways. Goals are tied to your personal circumstances and lifestyle. Defining goals can help you outline what you aspire for …

In the bustling city of Kolkata, where life moved at a frenetic pace, there lived a young couple, Rahul and Priya. Both were ambitious professionals with dreams of a secure and prosperous future. However, despite their promising careers, they found themselves struggling to make ends meet at the end of each month. They found the paycheck disappearing faster than anticipated, leaving little room for savings or investment. It was a classic tale of living for the moment without having set any financial goals or even considering the future consequences. One day, as they were sipping chai at a local gumti, …

It’s 2024! It seems like we have seen everything – from the pandemic to inflation and recession. From a financial point of view, the journey seems like a roller coaster ride. So, how should you approach 2024 in terms of financial planning so that it doesn’t feel like another bumpy ride? You can follow some financial management best practices to make your financial life in 2024 smoother – with minimal hiccups. In this blog post, let’s talk about six financial planning tips for 2024 that would make the new year a watershed year for your financial well-being. But before we …