Blog

Imagine a world where every young adult steps into the real world with a clear understanding of how to manage their money. A world where financial literacy is as fundamental as reading and writing. While this may sound like a utopian dream, it is entirely achievable through proactive education and engagement. Teaching students, particularly those

The Lok Sabha elections in India are a monumental event that significantly influences various facets of life, including the economy and individual financial behavior. The election outcomes can lead to market volatility, reflecting investor sentiment and future economic expectations. This article explores how people’s behavior towards finances is affected post-elections, with a focus on market

As a financial intermediary, you hold the key to unlocking your clients’ financial success. One of your critical decisions revolves around choosing the right path: the goal-based approach or the cash flow approach to financial planning. Let’s delve into both these strategies, their suitability for different individuals, and key considerations when making your recommendation. that

This isn’t just wishful thinking! This blog draws inspiration from the article that is a part of World Economic Forum Annual Meeting Imagine a world teetering on the brink – politically charged, economically uncertain, and riddled with geopolitical tensions. Sounds pretty bleak, right? But amidst this chaos, there’s a glimmer of hope: the financial sector. Yes, you

A recent joint study by DBS Bank India and Crisil sheds light on the financial behaviours and preferences of women earners in India’s metros. The study surveyed over 800 women across 10 cities, focusing on financial decision-making, investment patterns, digital adoption, and banking product preferences. Key findings include a significant proportion of women being risk-averse,

In his book “Selling the Invisible,” marketing expert Harry Beckwith explains how difficult it can be to sell intangible services like financial planning. Unlike tangible products that customers can touch, see, and feel, financial planning is an invisible service that can be hard to quantify and communicate to potential clients. But just because financial planning