All investors have legacy portfolios. There are real estate, PPF, EPF, NPS, FDs, Gold, Stocks, PMSs, different schemes of Mutual Funds, different asset allocations, different corpus sizes, and different risk…
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…
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…
Published in freefincal.com in January 2023 There is more to financial planning than collecting data from clients and sending them financial plan documents. This article discusses different steps involved in…
Published in freefincal.com in July 2021 The unified portfolio approach is a less used approach of financial goal planning. Some experts consider it suboptimal to the individual goal portfolio approach…