How dynamic asset allocation supports your financial journey
Asset allocation is an investment strategy that divides your portfolio among asset classes such as stocks, debt, real…
Made losses in the market? Here’s how to make them work for you
The primary aim of investing is to generate profits. However, every investment comes with certain risks, and one…
Insurance Planning for High Net-Worth Individuals: Customisation vs Aggregation
As a high-net-worth individual (HNI) in India, your wealth showcases your years of effective investing and entrepreneurial endeavours.…
How to plan the ultimate dream vacation?
Who does not dream of the perfect getaway? Whether it is an exotic destination, a place you have…
From Monza to Markets – The Art of a Timely Exit
Rakesh Agarwal and Melvyn Santarita Over the weekend, I had an absolute blast watching F1: The Movie, starring…
Financial planning for empty nesters: Budget, invest, and thrive
The joy of raising children is irreplaceable — morning school runs, dinner conversations, and petty fights over screen…
Planning Whiz – August 2025
A young couple is laying the foundation for long-term financial security through financial planning. They have a home…
Decoding Income Plus Arbitrage FOFs
Last month, after a short walk in the hot and humid weather of Mumbai, while walking past a…
Common mistakes in investing and how to avoid them
“It is remarkable how much advantage people like us have got by trying to be consistently not stupid,…