Thursday, April 29, 2021

How are you preparing to get what Universe is ready to give, what you deserve and desire?

#Universe is ready to give you what you deserve and desire, if you work for it?

How prepared are you, or how are you preparing to get it all?

Act to impact.

#FNquote #financialplanning #financialfreedom #investing #personalfinance

Wednesday, April 28, 2021

Giving back to Financial Planning young community

In the journey of 15 yrs in Financial Services and 8 years of fee only planning services offered we hereby intend to give back to community and to kickstart the process we are planning for a Q & A session ' only for pursuing or recent #CFPCM #financialplanner #fpsb passouts ", especially who intend to start their own practice going forward.

We believe there is huge need of #financialplanners and if we can share professional practicality post certification and initial queries, we would feel happy.

If you fit the bill,
do comment in personal message (#linkedin only) your -
_Email id
_Mobile number
_CFP status

Session is intended to be held in first 2 weeks of May and further details will be shared on personal.
(This would be a give back to community session, and so NO CHARGES)

Financial Planning Standards Board Ltd., India team , Rajesh Krishnamoorthy  Noel Maye are doing their best to grow the community, it is my bit for the community.

Will do my best to respond the practicality of client handling and how this certification is great to add value and be the change in clients life.(no technicals)
#financialservices #FNquote  #financialplanning #financialfreedom

Thank you Corona Time Warriors

A BIG SALUTE TO all Covid time Warriors, who are fighting against all the odds and doing best to ensure common citizen stays healthy, come out of health illness condition, stays safe and remains in best possible comfort zone even while staying home.

#hatsofftoyou dear corona warriors.

Lets is send this messege by posting this on eavryines wall such that maximum warriors get this messege and let us together let them know that we #thank them and that we are doing our bit to not let them stressed more. 

They are going thru' one of the worst stress period of their life be it personal or professional. 

#psabes #bmb #borivali #rivermarch #mumbaimarch #roadmarch

Thursday, April 22, 2021

One may miss Equity Market charts and interest rate News, but cannot afford missing these charts and news any more

It is not a day to send msgs and posts, it is a day of being self aware and take care of mother earth.

For friends , relatives , mentors , and all near and dear ones and social connects, It is not the Equity or interest rate market to regularly have a eye on.. if you miss once it should be OK, but it is definately very much needed to keep an eye on these charts and data and work together to be the change and demand for better today and tomorrow.(forest cover and co2 emission increase or decrease charts)
Today, PMO and CMO and all ministry channels are just a click away.

#tweet #tag #hashtag #mention the concerned authority ,and ask for better environment.

Oxygen is less available today, but today is the most important day, when we have realised importance of #oxygen, so why not ask and work for better for life in a natural way by taking care of just 300 to 500 meters of your area. 

Join hands in your area and take care of only this 300-500 meters to start with. 
#bethechange rather than expecting someone to bring the change.

For tracking green and forest cover here is the link-

#environment #psabes #rivermarch #roadmarch #nationalearthday #borivali #bnp

Monday, April 19, 2021

Aiming for the moon, How ?

The Aim is high, and wondering how to reach there ?

Each one of us have 2 options,
1_ Keep wondering
2_ Understand and do what is right for you today and in the journey.

We are part of journey for our clients who choose number 2 option.

#FNquote #financialplanning #bestfinancialplanner #financialfreedom #wealthcreation

Sunday, April 18, 2021

Future Fund Manager is technology?

Future of Mutual Fund schemes Fund Manager seems to be tech manager - Quant / AI / Fintech manager?


which means technical skills is and will be automated to large extent, and so product buying will become a cake walk and technical data will be in abundance.

This gives me emense confidence to be in the field of man to man customised financial life planning amd advisory.


There will be lot of easy information and financial product buying will be at a click of a button.

For which asset class is suitable, which fin.product is suitable and what needs to be done at that particular point in time, especially with aware family, will still need human touch for understanding , helping them understand and help them take suitable actions, atleast for another 10-15 years. (not tech. expert, but also think human need will increase)

What is your take (nothing for or against, but a healthy view point sharing)_
Kirtan A Shah
CA Yogesh Awasthi 🇮🇳
Bhuvanaa Shreeram 🎯
Prajakta Sarfare
Divyashikha Gupta
Vibhav Kulkarni
Abhishek Kulkarni
Abhijeet Jetly
Ajinkya Kulkarni
CA Pritam Mahure
Farzana Suri Victory Coach
#FNquote #financialplanning #fintech #financialfreedom #mutualfund

Friday, April 16, 2021

Such Financial Headlines could be dangerous for you

Most disguising and Mis-leading headlines. 

10% , 20% or even 50% 'down from top' is and should never be a reason to buy.

There are always reasons for ' UP ' or DOWN ' and one needs to analyse those reasons , understand the market scenarios, the economic conditions and impact, the company and/or industry scenario and connect all of them with individual family's life needs, risk taking ability, liquidity needs, life stage etc before even taking any portfolio or investment call,be it UP or DOWN. 

What say ?
Kirtan A Shah 
Shreyans Shah 
CA Yogesh Awasthi 🇮🇳 
KEYUR SHAH India's Best Expert CFP Coach India's Best Digital Practical CFP Coaching 
Tejas Shah 
Dr. Hardik Parikh, MBBS, MS [Opthal], FAICO [LASIK]

#financialplanning #financialfreedom #bestinvestment #bestfinancialplanner 

Wednesday, April 14, 2021

Important to Be Aware and Prepared in the thrilling journey of Investing for Financial Freedom

In the thril of life and exploring newer ways of enjoying nature and being adventourous , it is important to be aware and prepared for the rough whether and wave that may hit.

Similarly in the journey of investing for life fulfillment, it is very important to be aware and prepared well at start of the journey, to know the rough swings of cash flows, markets, interest rates, life challenges and such variable aspects.

How aware and prepared do you think you are in your journey ?

(don't know?, just note if you get disturbed anytime and is that disturbance caused due to reason of cashflow, current investments, markets, life challenges etc, if yes, you have begun the journey less prepared)

Photo Credit : Actor/model, Surbhi Joshi

#FNquote #financialplanning #financialfreedom #investingforbeginners #personalfinance

Saturday, April 10, 2021

Continous learning and testing is in our ethos - Investment Management Summit , 2021 Certificate

Investment Management Summit,2021 is a brilliant effort from team Sadique Neelgund 🇮🇳 , Priti Neelgund, Priya Srinivasan QPFP ® CFP and entire team - Heartfelt Appreciation.

Two things core and this is how community grows with a common goal.
There is a huge need of certified and practicing professionals and

_Learning and Sharing together
_Testing the learnings together

will help grow community to serve better and larger number of family's.

Proud to share that I earned this certification.

This goes without saying to express my gratitude to experts who shared their knowledge and experience-
@prashantjain , HDFC Mutual Fund
Suyash Choudhary IDFC Mutual Fund
Raamdeo Agrawal, Motilal Oswal Financial Services Ltd
Vetri Subramaniam, UTI AMC
Kaustubh Gupta , ABSL Mutual Fund,
Radhika Gupta ,  Edelwise AMC
@jineshgopani ,  Axis Mutual Fund
Kirtan A Shah
Amit Trivedi
Nilesh Shah, Kotak Mutual Fund
Kalpen Parekh , DSP Mutual Fund
Rajesh Krishnamoorthy, FPSB Ltd. - India
Vidhu Shekhar, CFA, CIPM,
@VRNarsimhan, NISM
@S.Naren, ICICI Prudential AMC Ltd
Swarup Mohanty, Mirae AMC
@RSrinivasan, SBI #mutualfunds
Also thanks to fellow advisors to keep up the energy and common goals.

#NFPInvest2021 #financialplanner #financialfreedom #bestfinancialplanner #investing #personalfinance

Thursday, April 08, 2021

Right balance between Risk and Growth

Balance between development and taking care of Nature.
Balance between Risk and Growth in Investment.
Balance between Self respect and Ego.

and so on.....

Right balance is key to everything and we prepare customised strategy for each client to ensure a balance such that there is least or zero disturbance at the same time required growth trajectory for fulfillment in the journey of achievement.

#FNquote #financialplanning #financialfreedom #investing #personalfinance

Wednesday, April 07, 2021

Working for Green portfolio, but Fire in Backyard ?

Working more than 10 hours a day,even all through pandemic for betterment,
ensure ,
your porfolio is not draining your hard earned money, after all the hard work done to earn, save, research and then invest to find one day that it is negative real growth.

#FNquote #financialplanning #financialfreedom #investingforbeginners #wfhsolutions

OH Death, You could have better waited

I had few Complains to make
I needed few clarifications
I had to send my love to dear ones
OH Death
you could have better waited
I even had few work to do.

Death has no time, thanking ,caring and sharing does not need time.

Thank GOD🙏 I am breathing this very moment.
I send love to whole universe
I have no complaints
Thank my near and dear ones, mentors, clients , team members 🙏

#FNquote #financialplanning #financialfreedom

Creating a Long term Vision with short term view

Tomorrow is nearer then I think.

Most of the life events are foreseable and known (I agree,not exact), but since near ones is more clear,more certain and exact and if that is close to heart and/or high priority, 97% tend to satisfy near term events and needs.

This is easy.

We do deep discussions with clients in understanding and helping them define life events (stage one) and once these are defined well and GAPS identified and strategy in place to fulfill, I have found, every individual is committed to achieve and make it happen.

#FNquote #financialplanning #financialfreedom

PhotoCredit : diana penty

Thursday, April 01, 2021

Got your Salary? Master this Number 1 secret to save on tax every year

Master this Number 1 thing for tax saving every year 

Financial year 2020  - 2021 being a pandemic year lot of first time and first timers resulted into higher tax oitflow.

HRA, LTA, home loans, Insurances, EPF, PPF , ELSS , tution fees are some of major components which needs a proper plan.