What is ‘Accredited Investor’ in India? Eligibility Criteria + Details

SEBI is contemplating introducing the concept of ‘Accredited Investors’ in the Indian securities market. This is still at the consultation stage as detailed in this notification (link or download here). Globally, this is a pretty common concept in developed markets.…

Launched: Asset Allocator + Model Mutual Funds (Premium)

The wait is finally over. Stable Asset Allocator + Stable Model Mutual Funds are available for purchase now. Both these products, namely i) Stable Asset Allocator, ii) Stable Model Mutual Funds are 2 (Two) separate premium subscription products. Though you…

Why Fee Only Financial Planner is Best For You?

Till now, you have been getting the so-called free advice from your investment agents (more specifically MF distributors, insurance agents and IFAs). So why am I telling you that ‘Fee-Only Investment Advisor’ or ‘Fee-Only Financial Planner’ better for you? Because,…

Benefits of Fee-Only Advice

When financial advice is easily available free (as many believe it) from family, friends, colleagues and online, then what can be the reason for paying a fee for getting it? Many in India think like this. There is a general…

Fee Only Financial Planner in India (Updated 2020)

Did you land on this page searching for Fee Only Financial Planners in India? Then one thing is very clear - you already know Fee Only Financial Planner or Fee Only SEBI-registered Investment Advisor is the best option when it…

Do you want a Free Financial Plan?

Free - a word that attracts everyone. And when it comes to financial advice, the word ‘FREE’ has done more damage than even big stock market crashes. I know this sounds odd but I am not lying. The free financial…

Real Financial Advisors

Think about it. If we are talking here about Real Financial Advisors, does it also mean that someone else might be a Fake Financial Advisor? The answer is sadly, Yes. Indian investment advisory and financial planning space is filled with…

Can a Financial Plan really sort out Your Life?

Recently, a client of mine completed a year with me. Since I clearly remembered his first interaction with me (will share details later), I thought it would be useful for me to understand his view about financial planning and its…