When I got my RIA registration in 2017 and began working as a financial planner, I started with the individual goal portfolio approach, where you run individual portfolios for individual…
“The bullshit asymmetry: The amount of energy needed to refute bullshit is anorder of magnitude bigger than to produce it.” - Alberto Brandolini Only a tiny section of the investor…
There wasn’t any Fee-Only-India (FOI), and I wasn’t a SEBI Registered Investment Adviser (RIA) when I attended the first FOI meeting in Mumbai in September 2017. My Investment Adviser application…
In May/June 2023, Freefincal ran an anonymous survey for clients of fee-only advisors. 115 of my clients participated in this survey. I wrote a letter to my clients responding to…
1. My first question is that you are a personal finance advisor. Why personal finance advisory is important at the present time? Money management is a necessary life skill especially…