- Filter by
- Categories
- Tags
- Authors
- Show all
- All
- #financialplanningprocess
- #personalfinancehabits
- #personalfinancetips
- 00
- 0000
- 100
- 100 bagger
- 15G
- 15H
- 182 days
- 1991 budget
- 20years
- Aadhar
- aadhar card
- absolute returns
- Advisor
- Andheri
- annualised returns
- Appraisal
- Arjuna
- asset allocation
- atm
- Baby boomers
- bamboo tree
- Bank
- bank account
- bank counter
- bank history
- bank recapitalisation
- banking
- base rate
- behavior
- behavioral finance
- behaviour
- Ben Graham
- Bharat Bill Payment System
- Bonus
- Book Summary
- budget
- Budget 2019
- Budget for New India
- Budget from an Investor
- budgeting apps
- Burger King
- Buy back
- Buying a car
- Cafe Coffee Day
- CAGR
- car expenses
- car loan
- Cash flow after retirement
- cash flow planning
- CCD
- charity
- Charter of customer rights
- Circle
- Circle Wealth Advisors
- comapny default
- Commandments
- commission
- compound interest
- compounded annual growth rate
- credit card payments
- customer protection
- cwa
- debit cards
- debt
- debt rules
- Digi Locker
- digilocker
- Digital Life Certificate
- Diwali
- Dr. Raghuram Rajan
- dynamic asset allocation
- EID
- Emergency Fund
- emergency funds
- EMI
- employee provident fund
- ePAN Card
- EPF
- EPS
- equities
- estate planning
- ewallet
- examples of asset allocation
- exit
- Expenses
- fake currency
- fake notes
- family members
- FD
- Fear of Missing out
- fed rate
- Festive season
- finance
- Finances
- Financial Actions
- financial advisor
- Financial Documents
- Financial Expert
- Financial Future
- Financial Planning
- financial thumb rules
- Financially Free
- fixed deposit
- FOMO
- Friend
- Fundamental Momentum
- ghost transaction
- gift tax
- globalization
- goal planning
- Gold
- Gold bond
- gold monetisation scheme
- gratuity
- gratuity new rules
- GST
- guarantee
- Herd Mentality
- home loan
- house affordability
- How to save online
- how to withdraw money from ppf for nri
- HRA
- IMPS
- incentives
- increase timing
- indirect taxes
- Insurance
- interest
- investing
- Investing Disciplines
- Investment
- Investment Advisor
- Investment Management
- Investment Product
- Investor
- IPO
- Jeevan Pramaan
- Jinay Savla
- Joint account
- landmark budget
- legacy
- legal planning
- Leverage
- liberlization
- LIC
- Life Certificate
- Life Insurance Agent
- limiting liability of customers in unauthorised electronic banking transaction
- Lockdown
- lost aadhar
- LTA
- ltcg
- luxury
- management
- market risk
- Masala Bonds
- mdr
- Mean Reversion
- merchant discount rate
- Millennails
- millionaire
- Mimetic Theory
- Minor Investment
- Minor Nomination
- mobile apps
- mobile budgeting apps
- mobile wallet
- Modi
- Mohnish Pabrai
- money
- monitoring
- movie
- Mumbai
- Mutual Funds
- mwallet
- national savings certificates
- need for recapitalisation
- neft
- new Rs. 50 notes
- new rules for ppf
- Non resident indian
- notes
- NPS
- NRI
- nri withdrawal money from ppf
- nsc
- one idiot
- online payments
- Pabrai Funds
- PAN
- PAN Card
- paper work
- payment credentials
- Pension Payment Order Number
- Pension scheme
- Pensioners
- permanent account number
- personal finance
- personal provident fund
- Petrol
- Philip Fisher
- plan
- PM Modi
- portfolio
- Portfolio Management
- ppf
- PPF for NRI
- PPO Number
- privatization
- Proactive
- Process
- Pros and cons
- psu banks
- QnA
- Quick Service Restaurant
- raghram rajan
- Railway Insurance
- RBI
- real estate
- rebalancing
- Recapitalization
- Relative
- reserve bank of india
- resident indian
- resolutions
- retirement
- retirement corpus
- Retirement Income
- retirement planning
- returnoninvestment
- returns
- Riders
- risk
- rs. 20
- rs. 20 lakhs
- Rs. 200 notes
- Rs. 2000 notes
- Rs. 500 notes
- RTGS
- rule of 114
- rule of 144
- rule of 72
- salient features of new notes
- Sam Hinkie
- Sanjay Bakshi
- Saurabh Mittal
- Saurabhmittalblog
- Save Documents online
- savings rules
- SCSS
- Securities Analysis
- security
- Senior Citizen Savings Scheme
- service tax
- share market
- shares
- Short Selling
- sms alerts
- Special Situations
- spouse
- Stephen Covey
- stock
- strategic asset allocation
- structure of recapitalisation
- Super
- Super Investor
- tactical asset allocation
- tax
- taxation
- TDS
- The 7 Habits of Highly Effective People
- Things to do
- thumb rules
- thumb rules for money
- Thursday Trivia
- ThursdayTrivia
- trading
- trust
- UAN
- UID
- UIDAI
- unauthorised banking transaction
- understanding markets
- union budget
- universal account number
- user id password
- utility bill payments
- vat
- Warren Buffet
- wealth
- Wealth Managers
- wealth report
- why Rs. 200 notes
- why save online
- will
- Win/Win
- withdrawal rule
- xirr
February 7, 2019
Published by cwa at February 7, 2019
Categories
Rahul, Divya and Mahesh are childhood friends. Everyone likes to call them – 3 Musketeers! Right from staying in Mumbai’s suburbs during their school and colleges days to now […]
November 1, 2018
Published by cwa at November 1, 2018
Categories
Last week we had the pleasure of listening to Mohnish Pabrai, the shameless cloner of Warren Buffet at the Morningstar Conference. He started his investment journey after 30 years of […]
November 23, 2017
Published by cwa at November 23, 2017
Categories
‘What a pain is this? Everyday someone is shouting over an SMS – Please link Aadhar. It’s frustrating’ Manish said while checking his messages. ‘It’s frustrating only because you have […]
November 9, 2017
Published by cwa at November 9, 2017
Categories
Who is a Non Resident Indian (NRI)? Income Tax doesn’t directly define NRI. Section 6 contains criteria to consider Resident in India and provides that anyone who doesn’t fulfil this […]
November 2, 2017
Published by cwa at November 2, 2017
Categories
What would you do if your child is unhealthy? You will take him / her to a doctor. Medicines will be prescribed. Yet, child continues to remain unhealthy. Now, there […]
October 26, 2017
Published by cwa at October 26, 2017
Categories
‘Rs. 15,000 worth of shopping! Who did this without even asking me? This credit card is kept at home to serve your need, not greed!’ somehow Mahesh was super pissed […]
October 19, 2017
Published by cwa at October 19, 2017
Categories
‘It’s Diwali time and you are now sitting with your calculator. Is not enough that you ruin your weekends on this and now this festive season as well’ Manisha had […]
October 12, 2017
Published by cwa at October 12, 2017
Categories
After completing his home work on financial thumb rules, Rohan was very excited to meet a financial advisor from Circle Wealth Advisors. Malvika had never seen Rohan so excited before, […]
October 5, 2017
Published by cwa at October 5, 2017
Categories
‘Control your excitement. I know how big a spendthrift you are. Just by learning some basics about equity, debt, calculations on compound interest, savings, etc. you think, you will become […]
September 28, 2017
Published by cwa at September 28, 2017
Categories
‘Millionaire! One more time I hear this word from your mouth and you will sleep on couch tonight.’ Malvika was really angry this time. Over the past few days, Rohan […]