Category: Investment Planning

Why “High Returns” are “The Worst Reference Points” when Investing

Whenever you plan on investing, it’s important to pay attention to the reason behind your investment. When your sole intention of investing is to get good returns, there are high chances, you may not make a wise decision.

At times, what may look like an ideal asset for investing your money might not be the one. This podcast is for the early investors and for the seasoned ones to understand why staying invested solely in the returns can invite trouble in the long run and make you feel financially insecure.

Listen to this podcast now to get insights from real-life examples that’ll help you to make wise investment decisions. Streaming now – https://bit.ly/3lFs4rV

P.S – We are an AMFI Registered Mutual Fund Distributor.

Plan for your child’s future when you plan them

In this podcast, we’re going to talk about a financial decision that most parents and parents-to-be need to make at the right time. However, most of them aren’t aware of when is the right time and why. This financial decision is about the higher education of your children.

Higher education is not about tuition fees alone. There’s a lot that comes along with it. With the rising cost of higher education, it’s essential to take a closer look at this matter before time runs out. 


Planning your child’s higher education should begin while raising the child or while planning the child? It might seem like a tricky question, but we are about to simplify it for you. Listen to this podcast to understand why and when should you plan your kid’s higher studies well in advance.n Streaming now https://bit.ly/3lFs4rV

P.S – We are an AMFI Registered Mutual Fund Distributor.

Why women resist taking charge of their finances?

We just celebrated International Women’s Day! Every Women’s day, as each year passes, we find more women stepping forward and standing up for themselves and their finances. However, we must not forget that we still have miles to go.

This podcast is for all the women and the men surrounding them who need to understand the importance of involving women in financial matters. Every woman has the right to voice her opinion when financial matters are being discussed.

It’s our duty to encourage and add value to the wisdom every woman carries within herself naturally! Hope this podcast helps you to enhance your financial wisdom and kickstart your journey of financial independence. Streaming now https://bit.ly/2OEM8OR

P.S – We are an AMFI Registered Mutual Fund Distributor.

Why DIY investing may not be good for your financial health?

Can new age Technology replace good old humans? Is DIY Investing really worth the time and energy you invest in it? Will DIY investing ensure you reach your goals and not get lost on the way?

Being in the financial intermediary business, these questions have not only been a part of our team’s everyday discussions but have also given us a realistic picture based on our client’s experiences. In this podcast, our Founder – Ashish Modani walks you through one of our client’s DIY investing experiences and his realization about “He cannot do it all”. Yes, that’s exactly what our client said. 

Tune in to our latest podcast to understand why a well-read and aware investor like our client does not want to handle his investments on his own. Streaming now http://bit.ly/37aLgb1

Why couples should take financial decisions together?

Valentine’s Day is right around the corner, which makes us ponder over one question – Is love the only aspect you should be looking at while planning for the future with your partner? Absolutely not!

Financial Compatibility is the foundation of what most people call #RelationshipGoals these days. Reasons that often cause friction in a relationship primarily stem out of money related matters. Some of these causes are partner’s debts/liabilities, joint account conflicts, opposite spending habits, mismatched financial goals, and many more. 

To know why taking financial decisions as a couple is the key to a successful relationship, listen to our latest podcast, streaming now http://bit.ly/37aLgb1

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