5 priceless benefits of Financial Freedom

I’ve heard the phrase “financial freedom” several times in the previous 3-4 years. Every time I speak with a customer or an investor on various forums, it appears that “financial independence” has become the new catchphrase. So I decided to talk about it more today. What is Financial Freedom? Simply said, Financial Freedom is the […]


10 learnings from my personal fitness journey (with webinar form)

This article is dedicated to Late Rakesh Jhunjhunwala Sir. The article is not about him or on him, I just felt like dedicating to him. The article is written on health and trust me it has a direct connection with your overall life and wealth journey. We have trained hundreds of investors on retirement planning […]


Cashflow committed vs Networth committed – Which one are you?

I have seen two kinds of people in my last 12 yrs of experience in the personal finance domain. One is the Cashflow committed and another is Networth committed! Do you know which one are you!? What is a Cashflow vs Networth committed mindset? Let’s talk about these two kinds of mindsets. Cashflow committed Mindset […]


How to track your mutual funds & stocks in google sheet?

Today, I will share with you a very simple way of tracking your mutual funds and stock portfolio in google sheets. A lot of investors keep it simple and track their stocks and mutual funds portfolio in either a google sheet or excel sheet on their laptop. If you are someone who likes to keep […]


Last 10 yrs returns of various Equity mutual funds (category wise)

Most mutual fund investors get lost in the world of various equity fund categories like Large cap, Flexi-cap, midcap, small-cap, focused funds, multi-cap, and whatnot. Do investors keep wondering which category will provide the best returns over the long term? And in real life I have also seen most of the investors out of their […]


How to buy cheaper property in online auctions in India?

Today I will tell you about foreclosed properties and how you can buy them for lower than the market price. What is the meaning of Foreclosed Property? Many times, banks seize the properties when their owners fail to pay their EMI payments for a long time. These properties are called “foreclosed properties” and banks put them […]


10 precautions to take before transferring money to someone online deal

Online scams are on a rise in India for the last 5-6 yrs as the UPI and online transactions have increased over time. Recently a guy I know told me that he accidentally lost Rs 56,000 in online fraud. He wanted to go on a tour and when he searched online, he came across a […]


Why you shall not obsess for getting “same day NAV”?

A lot of investors are quite worried that they do not get same-day NAV when they invest in mutual funds? There are days when markets are down by 1%, 2%, or even 3-4%, and it’s a great opportunity to invest in equities at lower NAV!.. However due to the recent changes by SEBI, Now the […]


9 Money Lessons from Jyoti after she lost her Husband (Real Life Story)

Here is a real-life sharing from one of our clients on personal finance lessons she learned after she suddenly lost her husband. We asked her to jot down her journey for the benefit of other investors and we thank her that she agreed. Over to Jyoti Iyer .. — Hi Everyone, I am here to […]


4 methods of calculating Networth, which no one will tell you

The Networth formula is quite simple Networth = Assets – Liabilities So, if you have assets of Rs. 2 crores and your liabilities are 50 lacs, your net worth is Rs 1.5 crores. We have always been taught to calculate networth this way and there is nothing wrong with that, however, it’s a very simplified […]


FREE Financial Health Checkup

Take up a detailed 25 questions financial health checkup to find out how much you score out of 100?

Subscribe to Newsletters