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The birth of a child in the family is one of the most joyous moments of our lives, it’s a celebration of life. Welcoming the new member of our family not only marks the beginning of a new chapter but is also a turning point in our life. Those who have just had a baby or likely to Continue reading Financial Planning for new parents Get your free assessment done here! To know, financially how healthy you are, download this Profiler, fill it and sent it to planningdesk@transcend-india.com and get your financial health check-up report within 48 hours. ——————————————————————————————————————————– Facts of the case: Mr. & Mrs. Bhandari (name changed), a couple in their mid 40’s, visited me last Continue reading The Sheer Power of Good Planning
This is a story about Vandit and Mehek. Vandit is working in a top-end IT Company in Mumbai and Mehek, his friend, is working in a foreign Bank and aspiring to be a Financial Planner soon. A month ago Vandit lost control on his bike due to a pothole and Continue reading Health Insurance – a small step towards Financial Planning “You must plan for your financial goals”, “We conduct a complete needs analysis and then give you solutions”, “Our method is superior” so on and so forth. These lines are used as punch-lines by most financial product sellers while talking to you and posing as Financial Planning advisors. Goal planning is a far more complex exercise than you Continue reading What is goal planning? Like we tend to say, Let’s get to the root of a problem and fix it in totality.” The same applies to our investments and Financial Planning. We all want to own the best products in our portfolio but as it turns out the reality is actually far from it. We then hold destiny and other abstract concepts Continue reading The Greatest Investment of your life. |
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