Browse category by Tax Planning

Smash The Patriarchy: Here’s Why Indian Women Are Buying More Homes.

Smash The Patriarchy: Here’s Why Indian Women Are Buying More Homes.


June 9, 2021
Owning a home is perhaps one of the biggest accomplishments for anyone. Apart from creating an asset under your name and building a safety net for yourself, there are several reasons why it’s important to own a home, especially in today’s times. Interestingly, studies suggest that more and more Indian women are now opening up […]

Feelings & Finances – the domino effect


September 1, 2020
Women, emotions and the impact of that on the relationship with money. The Law of Attraction is the ability to attract into our lives whatever we are focusing on. It is believed that this law uses the power of the mind to translate whatever is in our thoughts and materialize that into reality. In basic […]

The 50/30/20 Formula


February 4, 2020
The path to achieving financial wellness starts by inverting the equation of ‘income minus expenses’ into ‘ income minus savings’. Does moulding your money habits seem too overwhelming? Does thinking of how to build a road towards the future and get started makes you feel at the end of your wit? You don’t need to […]

Dodge these Investment Pitfalls in 2020


January 23, 2020
As you take stock of the triumphs and blunders made in 2019, the new year is the best time to brush up on the basics and become a better investor. Most mistakes investors make are due to their own biases which keep them from making rational decisions. These biases are psychological – they are basically […]

What is the most poorly understood area of personal finance?


October 3, 2019
Success in personal finance is based on some simple practices followed by individuals over a long period of time. Charlie Munger has summarized it well in 15 words: Spend less than you make; always saving something. Put it into a tax-deferred account. I often feel people under-appreciate the importance of tax deferral for their investments. I have created […]

Mental Shift – one small step towards making you richer


September 24, 2019
In order to properly balance living in a sometimes chaotic world, it is important for you to have beneficial attitudes. This is especially important when managing your finances. With very simple but effective steps, this too can be very easily done. Here are a few ways of how some of our clients implemented a mental shift to […]

September 9, 2019
Financial literacy among children Education of a child begins at home and in India, I have not seen many parents talking about “money” and “finances” to children from a very tender age. The conversation is limited to what we can buy for them and vice versa. Conversations around savings, rising cost of living, goals is largely missing. […]
Life lessons that stuck to me

Life lessons that stuck to me


September 5, 2019
Life and failure are the biggest teachers, as they say. Every day in life is a learning of a different kind and some of the lessons learned stick with us forever. And of course, teachers come in different forms – a friend, a colleague, a family member, a mentor or simply even a book or […]

5 Lessons of Financial Prosperity Inspired by Lord Ganesha


September 2, 2019
Lord Ganesha, also known as Ganpati is believed to be the God of wisdom, a symbol of happiness, prosperity, knowledge and remover of obstacles. Adored by his devotees, there is a lot of inspiration that we can take about financial planning from the Lord himself. Here are 5 lessons of financial prosperity from Ganpati Bappa. […]

A head for numbers and a heart for words.


August 26, 2019
Sonia Gandhi Limaye is the founder of Kalamwali and Rightwords Publications Pvt. Ltd. in Pune. Born and raised in a business family, she knew that she always wanted to be a business owner. But that said, she was also clear about establishing and running an organisation that would let her have a good work-life balance, for herself […]

FIRE: Financial Independence, Retire Early


August 15, 2019
As much as this may seem like another millenial term invented in the world of finance, Financial Independence, Retire Early; more commonly known as FIRE has existed for more than a decade. Although the term for it wasn’t coined back then, the concept has been around for longer than you would imagine. FIRE is a […]

There’s a new Spice Girl on the block


August 14, 2019
This one is not to be confused with the famous girl band from the 90s. Singapore-based Namita Moolani Mehra is a mom of two and is the founder of Indian Spicebox. Her brand is about enabling families to eat more wholesome home-cooked meals, including healthier versions of restaurant favourites. Simple recipes are packaged with wonderful […]