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About tbng2019

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So far tbng2019 has created 147 blog entries.

The Dynamic Nature of Financial Planning: Power of Regular Reviews

As a high-net-worth individual, your financial landscape is distinct, and your financial plan plays a pivotal role in maintaining and enhancing your wealth. However, in the ever-evolving world of finance, complacency can be your greatest adversary. To secure your financial future effectively, it's crucial to understand the significance of routine financial plan assessments and [...]

By |2023-09-26T05:34:27+00:00September 26th, 2023|All, Financial Planning|0 Comments

A guide to enhancing Credit Scores for HNIs

As financial advisors, our commitment revolves around empowering High-Net-Worth Individuals (HNIs) to navigate the intricate pathways of financial success. Within this journey lies a crucial factor often underestimated – your credit score. This seemingly modest number carries substantial weight, determining your access to loans, credit cards, and a spectrum of financial opportunities. In this [...]

By |2023-08-28T13:03:47+00:00August 28th, 2023|All, Financial Planning|Comments Off on A guide to enhancing Credit Scores for HNIs

The Crucial Role of Risk Management in Long-Term Wealth Creation

In the dynamic world of personal finance and wealth creation, there's one concept that stands out as an unwavering pillar of success: risk management. Far from being a mere buzzword, risk management is the compass that guides high-net-worth individuals on their journey to financial security and lasting prosperity. This article delves into why risk [...]

By |2023-08-17T07:42:11+00:00August 17th, 2023|All, Financial Planning|Comments Off on The Crucial Role of Risk Management in Long-Term Wealth Creation

Going beneath the Iceberg’s tip: What do Financial advisors really do?

It is quite impossible to add ‘managing Finance’ and ‘walking in the park’ in the same sentence, especially while handling the financial assets of another individual. It takes a lot of effort to zoom out to look at the whole financial map of a person and advise them accordingly. People who define financial planning [...]

By |2022-04-01T11:23:43+00:00April 1st, 2022|All, Financial Planning|Comments Off on Going beneath the Iceberg’s tip: What do Financial advisors really do?

Personal finance lessons Holi teaches us

Holi, the celebration of colors, honors life in its manifestations. Our lives are filled with warmth and enthusiasm thanks to the brilliance of colors, laughter, and love. Holi embodies the accomplishment of good over evil, and it is a day to celebrate. People enjoy delicacies like sweets and thandai in addition to playing with [...]

By |2022-03-17T12:45:12+00:00March 17th, 2022|All, Personal Finance|Comments Off on Personal finance lessons Holi teaches us

An Investment Mindset

2.21 crore individual demat accounts were added in April-November 2021. - Economic Survey 2022 The financial year 2019-20 witnessed a monthly average of 4 lakh new Demat accounts being added . Scores of retail investors around the country now have easy access to investing avenues thanks to simplified tech-based investment platforms, a robust regulatory [...]

By |2022-03-12T06:44:28+00:00March 12th, 2022|All, Personal Finance|Comments Off on An Investment Mindset

The Indian Woman Investor

One in three Indian women do not invest their money.- Women & Money Power 2022 Investing means different things to different women. A single mother's investment strategy should differ from a single woman's. And, unlike a woman in her forties, a woman in her twenties has the financial resources to take chances. Is there a [...]

By |2022-03-08T05:28:44+00:00March 8th, 2022|All, Behaviour Finance|Comments Off on The Indian Woman Investor

Why the need for long-term in equity investing?

With bull markets and upswings, even volatility and uncertainty are part and parcel of investing in financial assets. We can expect markets to remain volatile until the impact of the pandemic-induced economic strain and the current geopolitical crisis subsides. Unfortunately, human as we are, we often get emotional about our investments and tend to [...]

By |2022-02-25T11:54:07+00:00February 25th, 2022|All, Behaviour Finance|Comments Off on Why the need for long-term in equity investing?

Can ESOPs help employees generate wealth?

What is inflation? The economy is opening up to newer shifts in professional practices, which works best in favor of employees of an organization, especially those who have a higher net worth. The growth of a firm is a collaborative effort of the entire workforce, starting from subordinates at the bottom of the hierarchy funnel [...]

By |2022-03-12T05:40:46+00:00February 22nd, 2022|All, Personal Finance|Comments Off on Can ESOPs help employees generate wealth?

Can equities hedge inflation?

What is inflation? Inflation is defined as an increase in the price of goods and services over time, devaluing the currency's buying power. Inflation can be broadly defined under two categories: Demand-pull inflation - Excessive cash flow in an economy nudges an increase in demand for goods or services while production capacity for these [...]

By |2022-02-11T11:25:11+00:00February 11th, 2022|All, Markets|Comments Off on Can equities hedge inflation?
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