Skill-Sets Wealth Management Experts Need Before Going Independent
October 27, 2020// By:Rashi BhargavaWhen is the “Right” time to launch yourself as an independent wealth management expert – a common question I come across to while interacting with many registered investment advisors (RIA). My upfront answer to the question is “the time is right only when you want it to be right”. Just like preparing for any other … Continue reading Skill-Sets Wealth Management Experts Need Before Going Independent
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A Page from the diary of a Personal Finance Expert
August 27, 2020// By:Rashi BhargavaLife is 1% of how we plan. Rest 99% life surprises all. When I decided to take a full-time plunge and start on my own, I thought knowledge in personal finance will be sufficient to float and thrive. Over the years I realized true professional competency requires much more. Like any other entrepreneur or a … Continue reading A Page from the diary of a Personal Finance Expert
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Need and Benefits of Emergency Fund
August 14, 2020// By:Rashi BhargavaCovid19 came as an alarm. The world experienced emergency of almost everything. Essentials, Financials, Professional and Communication everything became urgent as the world went under a lockdown – unannounced and uncertain. Everyone realized how emergent can be an emergency. Reflecting on the same I realized that we need to underline the very significance of Emergency … Continue reading Need and Benefits of Emergency Fund
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Miss to Mrs : What else to do when changing title
July 2, 2020// By:Rashi BhargavaLife changes after marriage and for many women along with a change of life also comes a change of name. Miss. T Bhargava, a Mumbai based Lawyer, is engaged and is about to get married in a few months to Mr. B Sharma, a Medical professional. Says Miss. T Bhargava, “First I was wondering if … Continue reading Miss to Mrs : What else to do when changing title
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Fiscal Health and Mental Wealth
April 29, 2020// By:Dr Divya ParasharIsn’t it curious how the word valuable means different things in different contexts? This past month of the lockdown has made me reflect on what truly is valuable to me. Some of you may have done the same too. I have thought about what brings meaning and purpose to my life, my vision which translates … Continue reading Fiscal Health and Mental Wealth
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Critical Illness Insurance – Cover & Benefits
March 31, 2020// By:Rashi BhargavaIn midst of lockdown getting bored one of my close friends called up to check with me if Critical Illness cover is same as Mediclaim. She had heard one of her colleagues mentioning it. It got me thinking… Majority of us tend to confuse critical illness policy with a Mediclaim policy or we are not … Continue reading Critical Illness Insurance – Cover & Benefits
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STRIKE A BALANCE BETWEEN WANTS AND NEEDS FOR A HEALTHY FINANCIAL LIFE
February 27, 2020// By:Rashi BhargavaWhen chalking out a monthly or quarterly budget, it’s important to consider what you spend your money on. Financial planning begins with how you spend your money “wisely” and for a healthy financial life or to achieve financial dreams, it’s important to strike a balance between your “wants” and “needs”. But what are these wants … Continue reading STRIKE A BALANCE BETWEEN WANTS AND NEEDS FOR A HEALTHY FINANCIAL LIFE
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