financial adviser

How a 55-year-old Bhopal architect built a ₹2 crore NPS corpus for a secure retirement

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How a 55-year-old Bhopal architect built a ₹2 crore NPS corpus for a secure retirement

Khare initially connected with a Mumbai-based financial planner who was also a mother to an autistic child. This introduction to full-scale financial planning was a revelation, but the distance proved impractical. Read this | How this Mumbai couple rebuilt their finances after going bust “I needed an advisor I could meet in person when I … Read more

Trust your doctor, check your broker: The overlooked risk in financial advice

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Trust your doctor, check your broker: The overlooked risk in financial advice

You submit documents not just once but repeatedly over time. Failure to do so can result in your accounts being frozen, blocking further transactions. This rigorous process is part of anti-money laundering guidelines ensuring institutions have up-to-date customer information. The KYC paradox However, while institutions verify your credentials, you seldom scrutinize the qualifications of those … Read more