Soham Financial Planners

2015-04-22

Disclosure: I am a Registered Investment Advisor (RIA) with SEBI and I am also on Freefincal’s list of pure fee-only planners in India. A couple of years...

2015-04-22

Have you thought about it?….Most probably, no. There are 2 things – being proactive vs being reactive. As for financial health, I see that families are...

2015-04-20

We are today living in an age of women liberalisation – women working shoulder to shoulder with men in earning and living life on their own terms. So...

2015-04-18

The answer most likely is, No. Usually when you are in a rush to buy property, there are so many things, finding a good property, getting the right loan...

2015-04-15

I recently came across one of my friends mutual fund portfolio and he had invested in many mutual fund schemes. When I told him that one should restrict...

2014-09-22

A financial planner loves detail. He loves it when the client provides all the data neatly to him: then the planner does the number crunching and comes...

2014-09-01

As you would be knowing from the HDFC Life’s advertisement campaign, HDFC has launched a new variant of its existing Click2protect term plan, known as...

2014-08-07

Life is so uncertain. We live thinking nothing will happen to us. In today’s times that we live in, you cannot be sure you will be back home when you...

2014-07-31

Recently, as part of my work, I came across a senior citizen client’s profile: she had major chunk of her retirement corpus invested a fixed deposit at...

2014-07-28

During the course of writing this blog, I have always said that keep insurance and investments separate. Don’t fall into the trap of buying more and more...