All posts tagged: #FinancialPlanning

WILL you NOT?

A few years ago, a friend of mine lost his father unexpectedly.  While the emotional shock was still settling, he found himself spending month after month visiting courts, lawyers and banks, not for property worth crores, but simply to get a succession certificate so he could access his father’s fixed deposits, close a bank account, […]

Read more

Article by Mr. Yogendra Shah in Hindustan Times (Noida Edition) on 19 May 2025

Every long-term investor faces the challenge of market volatility and macro uncertainties. Often, this leads to impulsive decisions, which derail financial goals and wealth creation. This is where Asset Allocation plays a vital role. It brings discipline, balances risk, and ensures a more stable and rewarding journey for investors. By smartly distributing across equity, debt, and gold, […]

Read more