by Satish | Nov 3, 2015 | Financial Management |
“If you buy things you don’t need, soon you will have to sell things you need” -Warren Buffet. Most of us know that we spend more than we should. But we struggle to actually do anything about this. Mainly because the idea of spending less, means missing out or...
by Satish | Nov 3, 2015 | Financial Management |
Investment suitability is not only with regards to investor’s goal but also with regard to the investor’s risk capacity and risk tolerance. Risk capacity in simple terms is the financial risk profile’s capacity to withstand investment losses. Risk tolerance...
by Satish | Nov 2, 2015 | Financial Management |
With the ever changing business and legal environment, division of roles and responsibilities between Clients and CA professionals need to be better understood and appreciated. Clients, both large and small enterprises have with varying degrees adopted an attitude...
by Satish | Nov 2, 2015 | Financial Management |
The need for personal financial planning expertise is greater than ever and CFP becomes the most desired designation for that purpose. A CFP certification differentiates your ability to understand, advice and provide value to your clients. Personal financial planning...
