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In this series ofThoughtfulThursday, we have covered Importance of Insurance,Inflation, Financial planning, Goal-based planning, Difference between Savings and Investments. When I meet some of my clients and they are skeptical about investing in new products / financial markets, a glimpse of the
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About the Author

Wealth Management Professional

I am a qualified Chartered Accountant and a Wealth Management professional. My professional journey has been an interesting one from working as a Director in corporate to building my own practice in the field of Wealth Management. When I qualified as a Chartered Accountant in 2012, the scope for CAs was increasing by l ... Read more


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