Kalpesh Ashar

Kalpesh Ashar

CFP,SEBI RIA Member of Advisory Committee 1 Finance, Mumbai Chapter

Authored Blogs

High time Personal Finance is taught as a subject in school!

High time Personal Finance is taught as a subject in school!

We are in constant awe of kids these days being so ‘tech-savvy’ and better than us in using electronic gadgets…then The question which arises is ‘Why can we not teach them the basics of personal financial planning in their formative years’?  The Gap in Financial Education for Children Enough has been read and written on […]

The Role of a Financial Advisor in Retirement Planning

The Role of a Financial Advisor in Retirement Planning

By the textbook definition, ‘retirement’ is a stage in life when a person decides to quit their active professional or work life. Conventionally, this step is a natural progression in life due to health-related concerns or age. Thereafter, the individual and his dependents would have to live off their savings garnered and invested through their […]

4 Biggest Disadvantages Of Not Having A Financial Advisor

4 Biggest Disadvantages Of Not Having A Financial Advisor

It is heartening to know that lately more and more people are becoming genuinely concerned about their financial future and are seeking the path to attaining financial independence. That’s great news, but it’s imperative that the right path needs to be taken under the guidance of a qualified financial advisor. Due to the advent and […]

Chat with us