Categories

A sample text widget

Etiam pulvinar consectetur dolor sed malesuada. Ut convallis euismod dolor nec pretium. Nunc ut tristique massa.

Nam sodales mi vitae dolor ullamcorper et vulputate enim accumsan. Morbi orci magna, tincidunt vitae molestie nec, molestie at mi. Nulla nulla lorem, suscipit in posuere in, interdum non magna.

My Life as a Financial Planner

Mukesh Dedhia, CFP, IndiaBy Mukesh Dedhia, CFP

I would like to tell you the story of my life, and it might even inspire some of you to become financial planners.

As a student, I never dreamed I would be a full-fledged wealth manager, but for the past 10 years, I have been doing just that.

Continue reading My Life as a Financial Planner

Financial Planners Save Lives

Lovaii Navlakhi CFP IndiaBy Lovaii Navlakhi, CFP

Last week, I heard about my friend’s colleague who passed away in an accident – he used to be a client of ours. He had done some investments through us a few years back and we had also done a financial plan for him, but before we could discuss execution he moved away and then didn’t follow through with us.

Continue reading Financial Planners Save Lives

My Fulfilling Career as a Financial Planner

By Taylor Liao, CFP

In Shakespeare’s drama ”Hamlet”, Prince Hamlet said “There is nothing neither good nor bad, but thinking makes it so.” I say that there is no career neither good nor bad, but your choice makes it so. Your career reflects your philosophy of life and values.

Continue reading My Fulfilling Career as a Financial Planner