I am retired and I have surplus money

First review your overall finances. See if you have enough liquidity and adequate health cover. Check for any financial goals that may be still left. See if you would like to make an estate plan, invest in yourself or contribute to a social cause. If you still have...

Falling short of retirement corpus?

As a part of FPGI collaboration, I recently wrote an article for Janmabhoomi Pravasi, a Gujarati newspaper. This article is regarding managing the estimated shortfall in retirement corpus. Please click here to download Janmabhoomi Pravasi e-paper. Please...

Protecting your Provident Fund corpus

Here is my article recently published on FPGI Website. The Financial Planners’ Guild, India ( FPGI ) is an association of Practicing Financial Planners to create awareness about Financial Planning among the public, promote professional excellence and ensure...

Investment Options for Retirement

Money will come when you are doing the right thing… Mike Phillips There are many investment options available which will enable one to ensure that financial security post retirement is maintained. If one invests in these regularly from the time he/she is...