Financial Literacy for your Wife to Live a Stress-Free Life After Your Death

In many Indian families, the husband traditionally handles financial management, leaving the wife unaware of key financial details. This lack of knowledge can create significant stress for the surviving spouse after the husband’s death. Ensuring your spouse is well-educated about the family’s finances is essential to succession planning. The Gender Gap in Financial Literacy According to a report by UNESCO, less than 40% of women … Continue reading Financial Literacy for your Wife to Live a Stress-Free Life After Your Death

Sunil Gandhi1 Nov 2024Leave a comment

Life stage planning, Personal Finance

Do You Know Asset Allocation is the Key to a Successful Financial Planning?

We all know putting all eggs in one basket could be dangerous if the basket goes bust. Similarly, keeping all your savings and investments in one class of assets could be either risky or would not give a reasonable mix of returns. There are several classes of assets available for an individual to park their savings. Some are risky, some are safe, some are reasonably safe, … Continue reading Do You Know Asset Allocation is the Key to a Successful Financial Planning?

Sunil Gandhi21 Nov 201911 Jan 2025Leave a comment

Insurance, Life stage planning, Personal Finance

A Short Post on Personal Finance for Quick Understanding

Once I was with my client at a coffee shop in the 5-star hotel. I was asked about my coffee choice. Out of the multiple options, I was not sure what to order so I left it to the client. I thought when we had only two options of coffee i.e. filter coffee, and Nescafe life was easier. With the arrival of Starbucks and CCDs, … Continue reading A Short Post on Personal Finance for Quick Understanding

Sunil Gandhi4 Nov 201911 Jan 2025Leave a comment

Happiness, Life stage planning, Personal Finance

Why Do You Need To Go To The Work Tomorrow?

Many people like to retire early and many do not like to retire till death. The single most important condition to retire at 40 is to have a desire to retire at 40. Many people who have enough to survive for a couple of generations are not retiring at 70. They keep working and work for money until their body says no. Some people are so … Continue reading Why Do You Need To Go To The Work Tomorrow?

Sunil Gandhi11 Oct 2019Leave a comment