How to retire at 40?

The subject of this blog is one of most common subjects being discussed in the financial plan meetings that I have with my clients. The goal of retiring early, in a lot of cases as...

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Demystifying Small Cap Funds

In very layman terms, small cap funds are those funds that invest in small cap stocks. A more precise definition would be that those funds that invest in all companies except the t...

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Pandemic lessons for life & beyond

Health and wealth; these are the two most important parameters for one to look at, maintain & take care of at all times. Their importance can be over emphasized. The pandemic times...

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The I factor: Beating inflation through prudence and planning

Investment planning is a crucial part in the overall financial planning process. It is the action plan here...

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Why you should invest in small cap funds and not stocks

There is a thin line of difference between taking risk and taking calculated risk. Making a choice between small cap stocks and small cap funds defines this thin line quite well. L...

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