Why everyone needs a financial planner……and I mean it when I say everyone!
Plan Ahead - Simplifying your financial life | Add meaning to finances. Add time to life.
by Plan Ahead Wealth Advisors
3y ago
A lot of people wonder “Why do I need a financial planner?” or “Why do I need a planner when all financial calculators are available online?”. Some people also think that “I cannot afford a financial planner as I do not have enough wealth!”. Many people who are not aware of the benefits of having ..read more
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“Caliberated Tightening” – RBI’s new stance
Plan Ahead - Simplifying your financial life | Add meaning to finances. Add time to life.
by Plan Ahead Wealth Advisors
3y ago
The shift in RBI’s stance came, but not in the repo rate as most people were expecting today.The Monetary Policy Committee ( MPC) decided to change the stance from neutral to “calibrated tightening” of monetary policy, which in plain English means that rate cuts are probably off the table, and RBI can decide on when ..read more
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Navigating volatile markets – Are you armed with a personal financial plan?
Plan Ahead - Simplifying your financial life | Add meaning to finances. Add time to life.
by Plan Ahead Wealth Advisors
3y ago
  As the media and dailies flash all the news and noise around the downgrade of debt securities of some of the IL&FS group companies and the ‘so called blood bath’ on the dalal street triggered by the sale of certain DHFL bonds, the average investor is obviously concerned about their investments. Spooked by these recent events ..read more
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IMPACT OF FALLING RUPEE ON YOUR FINANCIAL PLANNING AND INVESTMENTS
Plan Ahead - Simplifying your financial life | Add meaning to finances. Add time to life.
by Plan Ahead Wealth Advisors
3y ago
Often when the exchange rates cross a threshold, the stock markets get jittery and turn volatile. In the last year or so, the rupee has depreciated over 10 percent against the US dollar. Weakening of the rupee can be attributed to the following factors – increase in crude oil prices, rising US yields , US ..read more
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How to retire early like Jack Ma?
Plan Ahead - Simplifying your financial life | Add meaning to finances. Add time to life.
by Plan Ahead Wealth Advisors
3y ago
The Indian story is pretty simple and straight forward, as you grow you are told to study hard to find a good job. When you finally find that good job you work harder day in and day out trying to keep up with work pressure and your expenses. Then comes in Jack Ma announcing that ..read more
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How to plan your finances if you have an irregular income?
Plan Ahead - Simplifying your financial life | Add meaning to finances. Add time to life.
by Plan Ahead Wealth Advisors
3y ago
Listen up professionals and start-up owners! Every individual has a passion and a dream. Many wish to break free from their mundane work life to pursue their passions. However, it can be difficult to break the shackles of comfort and security that a well paying job offers and venture into unchartered territory that your dream ..read more
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Being Truly there for your Sister!
Plan Ahead - Simplifying your financial life | Add meaning to finances. Add time to life.
by Plan Ahead Wealth Advisors
3y ago
Rakshabandhan is an auspicious day in India. The festival signifies love and affection between brothers and sisters. It is a time where brothers reaffirm their duty to protect and care for their sisters during their entire life. Usually brothers gift cash and or gifts to their sisters as a sign of their love. But what ..read more
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Simple strategies to meet your cash flow needs after retirement
Plan Ahead - Simplifying your financial life | Add meaning to finances. Add time to life.
by Plan Ahead Wealth Advisors
3y ago
India is a saver’s economy. During the working years sacrifices are made for the benefit of the  family and retirement is keenly looked forward to. Advertisements of retirement products paint a picture of a comfortable retirement by the sea and that your life could be one happy vacation. However, in our experience as and when ..read more
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Investor Biases you should Avoid!
Plan Ahead - Simplifying your financial life | Add meaning to finances. Add time to life.
by Plan Ahead Wealth Advisors
3y ago
It is a well known fact that human cognitive abilities and emotions both have a huge say on how one goes about investing, both negative and positive. However it is the negative side of such aspects that come to front more often that not. Such obstacles are usually termed as “biases”. This article looks to ..read more
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It’s raining IPOs, 7 things you need to know before you subscribe
Plan Ahead - Simplifying your financial life | Add meaning to finances. Add time to life.
by Plan Ahead Wealth Advisors
3y ago
The year so far has not been going well for the equity market yet India has seen a flurry of IPOs getting launched. Between January to June 2018, India has recorded as many as 90 IPO launches, the highest globally so far. The latest to join the band wagon was HDFC AMC and coming up ..read more
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