by Naveen Julian Rego | Jul 17, 2023 | Uncategorized
Greetings from us!! We completed 20 long years of our Financial Planning journey on 13th July 2023. This has been an awesome journey for us to learn and unlearn so many things. I would like to pen down 20 important points of my practical learnings during this...
by Naveen Julian Rego | Mar 8, 2023 | Debt Mutual Funds
Most of us manage liquidity by parking funds in savings/current accounts and short-term fixed deposits. These are very convenient and easy to manage. The potential drawbacks are as follows: 1. Current accounts do not give any returns. 2. Savings account give returns...
by Naveen Julian Rego | Feb 7, 2023 | Uncategorized
The following are my thoughts on the Union Budget 2023 proposed by our Honorable Finance Minister. I have specifically addressed the relevance on one’s personal finances leaving the other things for the economists to dissect. Also, I have given a simplified view...
by Naveen Julian Rego | Jun 7, 2022 | Personal Finance
We are always looking out for investment products which would make sense in our client’s portfolios. The selection is majorly dictated by simplicity, lower costs and ease of management. Past/future returns would not be the sole criteria for these selections as we...
by Naveen Julian Rego | May 10, 2022 | Retired
Many of our Senior Citizens are dependent on regular income for their sustenance. The objective of this article is to give a broad understanding on the way a simple portfolio can be constructed by Resident Indian Senior Citizenswhich is safe, liquid, tax efficient and...
