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Mr. Naveen Julian Rego, CFP®

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May 5^th 2026 by Naveen Julian Rego – CFP®

Financial Planning Fees vs Returns

April 23^rd 2026 by Naveen Julian Rego – CFP®

Purpose of Wealth

April 11^th 2026 by Naveen Julian Rego – CFP®

How Much Should You Pay Your Financial Adviser?

April 10^th 2026 by Naveen Julian Rego – CFP®

Linearity in Life and in Markets

Linearity in Life and in Markets

March 28^th 2026 by Naveen Julian Rego – CFP®

Equity Investing – The Good, The Bad & The Ugly

Equity Investing – The Good, The Bad & The Ugly

March 23^rd 2026 by Naveen Julian Rego – CFP®

Why do we compromise on Financial Advice?

Why do we compromise on Financial Advice?

March 3^rd 2026 by Naveen Julian Rego – CFP®

Handling Current Equity Market Volatility

Handling Current Equity Market Volatility

February 27^th 2026 by Naveen Julian Rego – CFP®

Is Your Adviser Managing Your Money—or Your Ego?

Is Your Adviser Managing Your Money—or Your Ego?

February 20^th 2026 by Naveen Julian Rego – CFP®

Saving, Spending and Investing

Saving, Spending and Investing

February 11^th 2026 by Naveen Julian Rego – CFP®

The Inherent Conflict in Product-Specific Financial Advice

The Inherent Conflict in Product-Specific Financial Advice

February 6^th 2026 by Naveen Julian Rego – CFP®

The Importance of Patience in Financial Planning

The Importance of Patience in Financial Planning

February 3^rd 2026 by Naveen Julian Rego – CFP®

Personal Financial Planning Takeaways from Union Budget 2026

Personal Financial Planning Takeaways from Union Budget 2026

January 27^th 2026 by Naveen Julian Rego – CFP®

Where should entrepreneurs put their money?

Where should entrepreneurs put their money?

January 21^st 2026 by Naveen Julian Rego – CFP®

Why Discipline Beats Prediction?

Why Discipline Beats Prediction?

January 16^th 2026 by Naveen Julian Rego – CFP®

The Lure of “Assured” Returns

The Lure of “Assured” Returns

January 13^th 2026 by Naveen Julian Rego – CFP®

Why a Fee-Only Advisor Sometimes Tells You to Take Less Risk, Not More

Why a Fee-Only Advisor Sometimes Tells You to Take Less Risk, Not More

January 8^th 2026 by Naveen Julian Rego – CFP®

Grateful for Your Trust — Wishing You a Beautiful 2026

January 7^th 2026 by Naveen Julian Rego – CFP®

The Price of Asset Allocation

The Price of Asset Allocation

December 16^th 2025 by Naveen Julian Rego – CFP®

Top 10 Sure-Shot Ways to Lose Money in 2026 (For those who believe wealth creation is overrated)

Top 10 Sure-Shot Ways to Lose Money in 2026 (For those who believe wealth creation is overrated)

December 3^rd 2025 by Naveen Julian Rego – CFP®

The Illusion of “Assured 12% Returns”

The Illusion of “Assured 12% Returns”

November 27^th 2025 by Naveen Julian Rego – CFP®

What Is the Real Cost of Financial Advice?

What Is the Real Cost of Financial Advice?

November 12^th 2025 by Naveen Julian Rego – CFP®

Do Mutual Funds Really Make Investing Simple?

Do Mutual Funds Really Make Investing Simple?

November 8^th 2025 by Naveen Julian Rego – CFP®

Are Your Financial Brakes Working?

November 4^th 2025 by Naveen Julian Rego – CFP®

“Market Kya Lagta Hai?” – The Question That Never Gets Old

“Market Kya Lagta Hai?” – The Question That Never Gets Old

October 31^st 2025 by Naveen Julian Rego CFP®

If You Don’t Know Where You’re Going – Every Road Leads You There

If You Don’t Know Where You’re Going – Every Road Leads You There

October 25^th 2025 by Naveen Julian Rego CFP®

Housing Loan — A Perspective for Young Earners

October 15^th 2025 by Naveen Julian Rego CFP®

No Free Lunch in Financial Advice

October 14^th 2025 by Naveen Julian Rego CFP®

Investment In Gold

October 11^th 2025 by Naveen Julian Rego CFP®

Skill or Luck?

September 22^nd 2025 by Naveen Julian Rego CFP®

Importance of Diversification

Importance of Diversification

September 18^th 2025 by Naveen Julian Rego CFP®

Noise and Expertise

Noise and Expertise

September 15^th 2025 by Naveen Julian Rego CFP®

Price of Good Advice

September 13^th 2025 by Naveen Julian Rego CFP®

Interesting Financial Planning Products

Interesting Financial Planning Products

June 16^th 2025 by Naveen Julian Rego CFP®

What If I Don’t Wake Up Tomorrow Morning?

What If I Don’t Wake Up Tomorrow Morning?

June 10^th 2025 by Naveen Julian Rego CFP®

Points to Note while selecting a Financial Adviser

Points to Note while selecting a Financial Adviser

June 7^th 2025 by Naveen Julian Rego CFP®

The Hidden Value of “Hold” Advice in Financial Planning

May 17^th 2025 by Naveen Julian Rego CFP®

A Thought from My Time Off

February 24^th 2025 by Naveen Julian Rego CFP®

Interesting Investment Products

February 6^th 2025 by Naveen Julian Rego CFP®

Taxation on Debt and short term Mutual Funds in India

February 6^th 2025 by Naveen Julian Rego CFP®

Personal Finance and Union Budget 2025

October 24^th 2024 by Naveen Julian Rego CFP®

Managing Personal Finances

September 13^th 2024 by Naveen Julian Rego CFP®

Personal Insurance Planning

September 2^nd 2024 by Naveen Julian Rego CFP®

Risk to your Personal Finances

August 29^th 2024 by Naveen Julian Rego CFP®

Personal finance and Union Budget 2024

August 30^th 2023 by Naveen Julian Rego CFP®

Investment Ideas

July 17^th 2023 by Naveen Julian Rego CFP®

20 Years Investment Journey

March 8^th 2023 by Naveen Julian Rego CFP®

Liquidity Management with Liquid and Overnight Mutual Funds

February 7^th 2023 by Naveen Julian Rego CFP®

Budget and Me

June 7^th 2022 by Naveen Julian Rego CFP®

Interesting Investment Products

May 10^th 2022 by Naveen Julian Rego CFP®

Focus on the big picture

May 10^th 2022 by Naveen Julian Rego CFP®

The costs of Investing- Are you Penny Wise and Pound Foolish?

May 10^th 2022 by Naveen Julian Rego CFP®

Important points for Returning NRIs

May 10^th 2022 by Naveen Julian Rego CFP®

Regular Income Options for Senior Citizens

April 28^th 2022 by Naveen Julian Rego CFP®

YOUNGSTERS & SAVINGS

April 13^th 2022 by Naveen Julian Rego

Debt and Conservative Mutual Funds an excellent tax efficient alternative to Banking products

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Recent Blogs

May 5^th 2026

Financial Planning Fees vs Returns

by Naveen Julian Rego – CFP®

April 23^rd 2026

Purpose of Wealth

by Naveen Julian Rego – CFP®

April 11^th 2026

How Much Should You Pay Your Financial Adviser?

by Naveen Julian Rego – CFP®

Linearity in Life and in Markets

April 10^th 2026

Linearity in Life and in Markets

by Naveen Julian Rego – CFP®

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