In the course of my career path of financial planning and advice, I have taken courses, received degrees, and also completed technical courses. They provide a solid foundation so that I can service my clients in the most competent way. But another great teacher in life is ‘Experience’. The experience of interacting with NRI clients […]
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There are many things in an NRI’s mind when he/she moves abroad. The mind is busy with thoughts such as – Will I adjust to the new country and culture? Will my family be happy here? How my new job/assignment/project will be in this new phase of life? Is the move to the new country […]
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These days NRIs have seriously started looking for trusted Financial Planners in India to have a secure future. Earlier most of the NRIs considered their banker a Financial Planner but the way banks mis-sold products – NRIs have lost huge money & also trust. But will their hunt for best financial planners in India take […]
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This is again a very common question that we hear while doing Financial Planning for NRIs “I Am an NRI. Do I Need Health Insurance in India?” Buying health insurance for NRI in India is an important financial decision. You have to consider factors like your age, health status, family members’ health status, policy details, […]
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Some might say life begins at 40. It is true in many cases. For people in well-established careers with a good financial base, it might be time to get serious about their true passion while on the other hand for others, it might be time to get back to work with their children now grown […]
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2020 has arrived. Have you thought about your New Year’s resolutions? Do you incorporate money goals in your list? Do you know there is something magical about new year resolutions and the goals that you set on your birthday? Your mind considers this as a fresh start of your life & give you initial momentum […]
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NRIs have to plan their finances well just like anybody else. But financial planning for NRIs has more variables and more complexity. We try to simplify it for you. Must Haves For NRIs Here are key must-haves for all NRIs to keep their financial life in order – Check – Financial Planning Moves For NRIs […]
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Shoes, bags, watches, cars and more.. There are so many things to buy. If you have the money, it is easy to succumb to temptation and increase spending on luxuries. Lifestyle inflation means spending more on wants when one’s income increases. So if you get an increase of Rs. 10,000 per month and you spend […]
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Let us face it. Money is important for a good life. But it is not just important to earn money. It has to be utilized in the best possible way so that the money is not wasted away. It has to be directed into proper investments so that it can earn more money & help […]
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Financial planning includes a myriad of things. A banker may not be the best person to entrust your financial plan with as he may not have the experience and knowledge to deal with all the different aspects of financial planning. Complexities in the case of NRIs is even higher… NRIs should know that banks mis-sell […]
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