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"Presenting related selective posts from my previous newsletters as this special issue."
Manish Desai
Manish Desai
Financial Planner* &
Founder of i-Secure Solutions
*Also AMFI & IRDA license holder, Stock market consultant - Fundamental & Techical, and Pursuing CFP ( Certified Financial Planner )
Weekly ( 26 Nov - 02 Dec, 2012 ) posts...
- 6 lac to be invested - different approaches : By An agent (product seller) & by financial planner (who charge fee for advice/planning)
- Letter of Widow who is a Chartered Accountant " ..... ..... ...But at home front there is always a tomorrow" - Don't miss to read eye-opener story
- Learning from life's unpleasant surprise : Story of professional with US-MBA, MNC job, last CTC was Rs.12 lac. Life never goes only in one direction !
- Financial planning service is highly personalized, and is not meant only for wealthy ones. Unfortunately, the term "financial planning" has been very loosely used in the wealth management industry!
- Financial goals of urban affluent (income 12 lac+) : Goals revolve around family, income not affecting goal priorities, Buy what neighbours buy, and right product for wrong reasons!
- Chartered Accountants are not Financial Planners... Points to be considered before referring your investment / financial planning decisions to CA
- Present market scenario of Financial planning services in India - In emerging phase... No regulator, No act, only professional body FPSB India is present for CFP ( Analysis by Financial planner )
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