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Join date: Dec 17, 2018
About
Qualified Personal Finance Professional and Chartered Wealth Manager with over 14 years of experience in helping individuals and families achieve their financial goals. My passion lies in empowering my clients to take control of their finances, make informed decisions, and build a secure financial future. With a deep understanding of financial principles, investment strategies, and tax planning, I am committed to providing expert financial advice and personalized solutions to meet the unique needs of each of my clients.
Posts (31)
Aug 28, 2026 ∙ 1 min
This Raksha Bandhan, Don’t Just Tie a Rakhi
Raksha Bandhan is a celebration of bond between brother and sister. The festival is celebrated where a sister ties a thread called as rakhi on her brother's hand and the brother promises to protect her till his last breath. As per the rituals, brothers tend to give some gifts to her sister. Earlier options included gold and silver jewellery, clothing brands, trip packages, Chocolates and many varied options. Today, we have moved from physical gifting to digital gifting and one more product...
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Aug 24, 2026 ∙ 5 min
60 + & Investing : Where should you put your money?
Turning 60 is not just a number its a milestone. Your retirement finances have to be very secured with less burden as one wrong decison can explode your nest egg.
Here in this article I have explored few options which you can look at it when planning your finances.
Read the complete article to understand where and how you should invest after 60.
#RetirementPlanning #SeniorCitizens #InvestmentPlanning #PersonalFinance #WealthManagement #FinancialPlanning #InvestSmart
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Aug 18, 2026 ∙ 2 min
The Asset Rich, Cash Poor Trap
Many families be it retail, HNI’s or UNHW’s generally get laid to this trap of Asset rich and Cash Poor. . Broad economic data shows that roughly 70% to 74% of total Indian household wealth is locked in non-liquid, physical assets like real estate and gold (according to data from the UBS Global Wealth Report), meaning a vast majority of the middle class holds high asset value with relatively low liquid cash. A family can own crores in assets and still can struggle to pay Rs 2 lakh bill. The...
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Mahendra Rao
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