Help Your Clients Link Their Mutual Fund Investments With Aadhaar Card

Help Your Clients Link Their Mutual Fund Investments With Aadhaar Card

Millennials brag a lot about being connected and how technology facilitates staying in touch even if they are miles apart. Thanks to social media, you can connect with your loved ones 24*7, throughout the year. The Government of India, in…

How To Ensure That Your Clients Read Mutual Fund Account Statements Correctly

How To Ensure That Your Clients Read Mutual Fund Account Statements Correctly

“I abhor paper-work”. “I hate numbers”. “I resist account statements and never wish to read the same”. Investment advisors and money managers often hear these statements from their clients as many investors actually live in this fear. They abhor the…

How Financial Guardians Can Boost Investors’ Confidence

How Financial Guardians Can Boost Investors’ Confidence

Trends have changed. Today, when you walk in to a branded clothing store, it is not a ‘Sales Executive’, but a ‘Fashion Consultant’ who assists you. Their job is to help you make the best choice of garments. They make…

Planning For Your Taxes? Avoid These 3 Mistakes

Planning For Your Taxes? Avoid These 3 Mistakes

Have you planned for your taxes? No? Do you still think there is a lot of time in hand? Yes? Think again… The last day of February has arrived and you just have a month (last date: 31st March) to…

3 Mistakes To Avoid While Choosing A Financial Advisor

3 Mistakes To Avoid While Choosing A Financial Advisor

Have you ever opted for the services of a financial advisor? If you are reading this article, then the answer would probably be a “yes”. You either opt for his/her services regularly or you may have consulted him/her at least…

CFG, Mr Kannan K.K. – Guiding Investors To Make Informed Decisions

CFG, Mr Kannan K.K. – Guiding Investors To Make Informed Decisions

In the endeavour to help investors achieve their financial goals, Mr Kannan ardently conducts his financial advisory business. He’s been practicing over five years battling all odds: competition and a fierce regulatory environment,where some have even exited the financial advisory…

5 Reasons Why You Should Avail The Services Of A Financial Guardian

5 Reasons Why You Should Avail The Services Of A Financial Guardian

Good money managers know when to delegate, and when to seek expert opinion. So as the leader of your personal finances, you shouldn’t be afraid to consult a Certified Financial Guardian (CFG) when appropriate. If you are still contemplating on…

Is Your Financial Advisor A Guardian?

Is Your Financial Advisor A Guardian?

“Invest in ABC Ltd“, said Mr Stockbroker, who runs a financial services boutique firm at Nariman Point, a financial services hub in Mumbai. “Mujhe news mila hain ki ABC Ltd. ke share prices badhne wale hain. Abhi time hain market…

A CFG Whose Advisory Business Is Built On A Foundation Of Ethics and Honesty

A CFG Whose Advisory Business Is Built On A Foundation Of Ethics and Honesty

Right since college days, Mr Hemnani took keen interest in equity markets. He admits making a lot of mistakes then; but believes that was good learning experience. Ultimately, embedded with the motto of handholding individuals to plan their goals prudently…

It’s Time to Get Yourself a Financial Guardian

It’s Time to Get Yourself a Financial Guardian

There are moments in life when you are offered two paths. The first is crooked but easy, the one most choose to follow… and the other may be a path less travelled, punctuated with cliffs and valleys: a path of…