I do financial planning at a more philosophical level than most other planners. I largely look at my ‘job’ of helping people help themselves. This of course is NOT a good business idea, and does not make any sensible money, but so be it. Recently a reader turned friend had asked me to review his […]

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The MCA mandate is out and all companies are in a ‘searching’ mode of how to comply with the mandate. Predominantly there are 2 options – buy software, learn the skill and do the tagging yourself, or give your annual return to a ‘conversion’ specialist. The conversion specialist will convert it for you and give […]

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However is a good list of resolutions that you can make – it is really useful if you made it already, just reiterate it, and follow it! So here it goes 1.    I will write down my financial goals – NOW, IMMEDIATELY. 2. I will convert a big portion of my savings into investments – […]

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This article appeared in reuters.in – in their personal finance page under my name…. Organise your finances! The greatest advantage a person has if he calls me is he gets a chance to fill up a 20 page questionnaire. It contains questions from name, gender, marital status, employment, whom he supports, etc. It surely helps […]

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