Latest Stories from our Blog
A Family That Stays Together Prospers Together
ગુજરાતી આવૃત્તિ વાંચો A Family That Stays Together, Prospers Together Today, I wish to share...
Why Safeguarding Your Income Is the Foundation of True Financial Stability
ગુજરાતી આવૃત્તિ વાંચો A Real Story That Every Earning Member Should Read In the world...
SIF-The future of inveting
Specialized Investment Funds - The perfect blend of innovation and transparency The Investment Landscape is...
Ram Setu, Jio BlackRock & the Illusion of Floating Returns
ગુજરાતી આવૃત્તિ વાંચો We’ve all heard the story of Ram Setu — the bridge built...
Why Health Insurance Is a Smart Investment: A Lesson beyond SIPs
Recently, I met a young gentleman in his early 20s who had just started earning....
Can a financial advisor change your lifestyle?
ગુજરાતી આવૃત્તિ વાંચો I often meet senior citizens in their mid-sixties to early eighties. Many...
The money tree
ગુજરાતીમાં વાંચો: પૈસાનું વૃક્ષ We've all heard tales of the mythical money tree—a tree that...
Should businessmen invest in financial assets?
ગુજરાતીમાં વાંચો: શું ઉદ્યોગપતિઓએ નાણાકીય સંપત્તિમાં રોકાણ કરવું જોઈએ? Recently, I reconnected with an old...
પૈસા સળગાવવાનો આનંદ કોઈ બીજા માટે દુર્દશા છે
Read in English દિવાળી, રોશનીનો તહેવાર. જૂનાને બહાર કાઢીને નવામાં રણકવાનો તહેવાર. ઘરના લોકો લગભગ...
The joy of burning money is a plight for someone else
ગુજરાતીમાં વાંચો Diwali, the festival of lights. The festival of Ringing out the old and...
PPF V/S JEEVAN LAKSHYA
LIC જીવન લક્ષ્યના PPF ની સરખામણીમાં ફાયદા મિત્રો શું તમે PPF માં રોકાણ કરો છો...
Instil the SIP habit in your children
Children are excellent learners. From the time they are born till they attain adulthood, they...
What's the role of mutual fund distributors in wealth building journey for investors?
Investments are done with one simple purpose, which is to fulfil needs and build wealth...
How to repay the home loan smartly!
Planning for a home loan? Read this article before you fix the repayment term. Let...
An economical way of increasing your health insurance which no one talks about!
Health insurance has become costly and especially post covid. It has become an essential product...
An ideal plan to lock-in long term interest rates
Interest rates are falling everywhere. The current rise of interest rates is because of inflation....
તમારા પ્રિયજનોની નાણાકીય સલામતી માટે એક આદર્શ યોજના
આજે આપણે એક વ્યાપક યોજનાની ચર્ચા કરીશું જે મૃત્યુના કિસ્સામાં નાણાં પ્રદાન કરે છે, પ્રીમિયમ...
The Poor children of Rich family!
This is an article every parent must read till the end. It will work as...
SIP for child's education, is it enough?
Recently a couple called me up asking me to draw an investment plan to fund...
Dangerous game investors have started playing
Currently long-term investors have started playing a dangerous game wherein they are selling mutual funds...
4Cs of financial wisdom
Today let us understand 4Cs of financial wisdom and let us assess which type of...
Crypto Currencies, all you need to know.
Many a times I am asked by my investors as to investment in Crypto Currencies....
The Difference between doers and dreamers
Time and again I meet many clients and talk about starting SIP with them. The...
ESG Investment, The future of investment
What is ESG Investing? ESG (Environmental, Social and Governance) investing refers to a class of...
A Shocking Finding
An eye opener for parents with no financial planning for their child's future Recently I...
Why retirement planning differs from other goals?
When a common man talks of financial goals he uses all the terms together. Like,...
How to choose the right health policy during the COVID-19 pandemic
The year 2020 will forever be associated with the pandemic that affected the world. Without...
સામાન્ય માણસની છેલ્લી આશા - ભગવાન
A very beautiful story I came across. Worth reading... રસ્તા માં તરબૂચ દુકાન માં જોઈ...મેં...
How should our financial & investment habits change from Covid-19 experience?
Talking of investments, we can categorise investment assets into 2 main classes. Real assets and...
What to do with Equity and Mutual Funds now?
The burning question that investors have in their mind is what to do with their...
LIC Cancer Cover Plan
LIC Cancer Cover Plan - Table No. 905 This is a fixed benefit health plan...
Smart tips for teaching children money management
As a parent, while you endeavour to provide the best to your children, making them...
Should you invest in Direct Mutual Funds?
Many investors ask me questions like “what do you think about direct funds?”, “Should we...
Make your salary day your SIP day
Don’t we all wait for the SMS alert informing us that our salary has been...
Convert your Bad Habits into Health & Wealth
Most of the people have some or the other bad habit. Either people smoke, have...
A festival of Promises & Wishes. Do we really fulfill them?
Raksha Bandhan is a very old festival which has its details even in the Bhavishya...
Lose Weight to Save More
Yes you read it correct. There is nothing available online about relation between savings and...
How SWP works?
What is Systematic Withdrawal Plan (SWP)? Systematic Withdrawal Plan is used to redeem your investment...
Why is it the right time to invest in Mutual Funds?
BJP led NDA is all set to form the next Government with a comfortable majority...
Everyone's problem, "We cant save." Learn how to save.
The major problem that most of the clients throw at me is, we cant save!...
Should one invest in Equities or Mutual Funds?
Hello readers, One question which most of my clients ask me is whether to invest...
Expecting fruits without watering the plants
The markets fell by about 4% in past 6 trading sessions. I received numerous calls...
Did he die or did he kill his family?
In the month of April I got a phone call from one of my friends...
Planning for a vacation without credit card
Few of my clients were planning for vacation. On asking them about financial resources for...
Ill effects of increasing the tax-free slab of income tax
It was indeed a matter of joy for the public and especially those earning about...
How to select the right Mutual Fund?
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Relationship between Loan and Insurance
I had a question from one of my client regarding housing loan. He wanted to...
Wrongly Prescribed Medicine
Most of us visit our family doctors as we trust them the most. But what...
Understanding the disability rider
Disability Insurance in India: How to get it! Let’s learn what disability insurance is and...
Saving for Girl Child?
Most of the parents are worried about the future of their children and especially the...
MARS - A breakthrough in mutual fund investing
Most of us buy mutual funds but do not know when to sell them. We...
Are you just saving? Then stop immediately!
Yes, you heard it right. We all save and that is where we usually stop....
Are you just saving? Then stop immediately!
Yes, you heard it right. We all save and that is where we usually stop....
Expecting performance of sports car from family car
Most of us are very much clear when it comes to buying things for ourselves...
The importance of emergency fund
An emergency fund is a pool of liquid money set aside for unforeseen expenses like...
How to succeed without Determination?
Firstly I would like to thank you for clicking on the article and reading it....
A child that will surely take care of you when you grow old.
Indians have always been crazy about the things happening in western world. We blindly follow...
Best investment option for tax planning for you
With March ending around the corner most of the individuals are busy evaluating investment options...
Why we dont need an insurance policy?
In today's article I would like to draw your attention on "Why we don't need...
Buying Potatoes from Health Insurance Companies
Hello readers, The title of today's article is "Buying potatoes from health insurance companies", yes...
Importance of Critical illness Cover
Critical illness is an illness that is a major illness affecting an important organ of...
Guest Lecture at Shree Mahavir Jain Charitra Kalyan Ratnashram, Songadh
A guest lecture was organised by Mr. Himanshu J. Shah at Shree Mahavir Jain Charitra...
Why we do not need a financial advisor?
Yes you heard it right. A financial advisor writing an article on why we do...
Why it is important to have equity exposure in your tax-saving investments
The country of millennials is at crossroads. While the seniors would prefer the age-old ways...
Things to remember while investing in ELSS
Investing in tax planning schemes is a key priority for those who are yet to...
Reasons Why You Need Financial Advisor
1. An Emotional Guide: In investing, emotions play the devil's role. If left unchecked, they...
What is Financial Planning?
Financial Planning is an ongoing process to help you make sensible decisions about money that...
ELSS Versus Other Tax Saving Options
Under Indian tax laws, savers have a complete range of tax saving instruments like Public...
8 BIG Reasons Why You Should Invest Your Money In Early Twenties!
Youth is the time when one wishes to remain carefree and enjoy life to the...
How to buy a mutual fund
What you need to get started with Mutual Fund investing?To start investing in a fund...
Your first mutual fund
Useful, simple to understand and easy to execute. Those should be the qualities that your...
When is the right time to invest?
Yesterday was the best day to start your investments. If you missed it, you should...
Where should I invest?
Broadly speaking, your investment choice should be guided by two things: investment horizon and risk...
How do I invest?
Your first step towards successful investmenting starts with taking stock of your finances. You should...
Why should I invest?
Why should you invest? The answer is very simple: to create wealth. And why would...
Benefits of Tax Planning
Just as rules are important for good living so also there are some golden rules...
