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Certified financial Planner and SEBI Registered Investment adviser based in Chandigarh India doing personal financial planning for clients across the globe
Latest from the Blog
Why It’s Important To Create A Personal Financial Plan
While many people talk about the importance of personal financial planning, very few actually understand what it means. Financial planning is not only important for exercise, but also to maximize one’s financial independence and security. Financial planning can be a valuable and useful tool if done correctly. However, it can sometimes cause more harm than good. A…
Why Do People Prefer Personal Financial Planning?
India is not well-prepared for managing and planning their finances. In today’s world, the main goal is not money but how to use that money to meet all your future requirements. With responsibilities like proper education, basic household and medical needs, family welfare, and health as well as occasional travel and outings, more people prefer personal Online…
The Difference Between A Financial And An Investment Advisor
An investment advisor can be either a company or an individual who provides guidance or advice to clients about financial securities and other monetary-related queries. It provides advice and guidance on securities, such as investing in stocks, bonds or mutual funds or exchange Financial Planning India traded funds. Some investment advisors manage portfolios of securities. An…
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