Browse posts tag by Savings

Aditi’s Money Story: I Was Always Conditioned To Save First

Aditi’s Money Story: I Was Always Conditioned To Save First


December 21, 2018
Aditi is one of my earliest female clients. And the reason I chose to write about her money story today, is because she inspires me. A couple of months back, a common friend gave me her contact and we decided to meet at her place. She was newly married and I had almost barged into […]

How are the rich millennials planning for misery?


June 6, 2018
Last month I met a friend who was visiting Delhi for a mid – month break. Molly (name changed) was into sales of carbonated drinks and work brought her to Delhi on a Friday. So she stayed back and decided to spend some time off with her cousins and friends. We went to this cosy […]
What we ought to learn from our mothers!

What we ought to learn from our mothers!


May 10, 2018
The last time I went back home, I noticed something I had never noticed so far. My mother who happens to be a quintessential homemaker was scribbling something on what looked like a pocket diary. I have always been a curious kid. So after she was done, I asked her to explain her earnest efforts. […]
Track Your Mutual Fund Investments Real Time

Track Your Mutual Fund Investments Real Time


March 15, 2018
Till some time ago, every family had a relationship manager who would periodically come and meet our parents and discuss his mutual fund investments with him. And that was the only time our parents could get to know how their funds were doing. This is similar to those times when the only way to send […]
Our Investment Experts Cater To The Minutest Of Queries

Our Investment Experts Cater To The Minutest Of Queries


March 1, 2018
This post is quite close to our hearts. Because in many ways, it defines who we are. Let us talk about two recent examples. Example 1 The other day, we met a 35-year-old salaried individual who had not started investing yet. He knew it was high time he should start deploying his surplus money to […]
Starting a new job? 7 things you should know about your finances

Starting a new job? 7 things you should know about your finances


April 26, 2017
We have all been through the stage when we feel too damn excited about our new job, haven’t we? Our joy knows no bounds especially when we receive our first pay-cheque. After having spent the required amount of money on our different necessities, one obvious thought looms large: What next? And this is where financial […]