Social Media Ideas for Investment Planning

Investment 101: How to rebalance your portfolio for FY27 - top mistakes to avoid

When building an investment portfolio, investors decide on an asset allocation. Let’s say, a portfolio comprising 70% equity and 30% debt investments. This allocation should be a...

Optimizing Portfolio Growth: Managing Capital and Liabilities in Modern Tax Planning

Thinking about taxes proactively allows you to structure your investments and financial decisions to minimize your obligations and maximize long-term returns. This is the differenc...

The plan every Indian family needs

Here is a simple financial planning roadmap for Indian families, from your 20s to your 60s, covering SIPs, insurance, debt, retirement and more..

How should I invest to secure the future of my newborn child?

A reader asks, How should I invest to secure the future of my newborn child? Our investing mantra is process-first, products-last.  We create a financial plan suited to our needs,...

Smart money moves: Navigating modern investment strategies

Putting your money to work starts with choosing investment strategies that match your financial goals, timeline, and risk tolerance. From there, diversification, cost control, and...

Alternative Investment Calculator

Alternative Investment Calculator overview for beginners (Investments): calculator with FAQ, Examples, Disadvantages, Benefits, and Meaning. The post Alternative Investment Calcula...

A tool to review your goal-based investments

Last Updated on September 6, 2026 at 7:08 am Use this simple spreadsheet to review and audit your goal-based investment portfolios. Over the years, we recognised the need for a too...

Retirement and Business Succession Planning for Registered Investment Advisors

Many investment advisor firm owners spend decades building trusted client relationships but wait too long to develop a formal succession strategy. Planning what happens in case of...

Top 5 Safe Investment Options For You | Personal Finance

Looking for safe investment options without taking excessive market risk? In the latest episode of Money Today, Rachana Ranade, decodes the smartest long-term and short-term invest...

How To Build The Right Investment Portfolio In Today's Market | Aditya Pagaria

How should investors position their portfolios in today's uncertain market? In this exclusive conversation, Aditya Pagaria, Senior Fixed Income Fund Manager at Axis Mutual Fund, di...

Asset Allocation Calculator

Asset Allocation Calculator essentials (Investments): calculator and helpful Benefits, Disadvantages, Meaning, Examples, and FAQ. The post Asset Allocation Calculator appeared firs...

Your Free Playbook to Retirement Income Planning

Save, invest, prosper with My Own Advisor. Your Free Playbook to Retirement Income Planning There’s a lot to think about when it comes to achieving your retirement goals. I know. I...

Algorithm-Based Investing Calculator

Algorithm-Based Investing Calculator notes (Investments): calculator with Examples, Meaning, Disadvantages, FAQ, and Benefits. The post Algorithm-Based Investing Calculator appeare...

Why Long-Term Financial Planning Requires More Than Asset Building?

How To Invest Your First $250,000

The World Is Uncertain. Your Retirement Plan Doesn’t Have to Be.

Wars, inflation, and volatile markets make headlines. A disciplined investment strategy can help keep your retirement goals on track.

Non-Financial Retirement Planning: 10 Investments Worth Making

Non-financial retirement planning covers what a portfolio can't: time, health, purpose, and the people you love. Here are 10 places to start. The post Non-Financial Retirement Plan...

The 4-Step Cash Flow Reset: Integrating Liquidity Management and Goal Bucketing

Learn a four-step cash flow reset to build your liquidity tier, create goal-based investment buckets, match asset allocation to timelines and review your plan.

Financial Planning For Couples: Investment Options, Tax Savings, Joint Accounts & More | Money Today

On Money Today, we decode how couples can plan their finances together, from shared goals and investments to tax-efficient money decisions. Vishal Dhawan, Plan Ahead and Head at We...

Asset Class Allocation Calculator

Asset Class Allocation Calculator short overview (Investments): calculator + Benefits, FAQ, Meaning, Disadvantages, and Examples. The post Asset Class Allocation Calculator appeare...

A hierarchy for retirement savings

If you have a fixed sum of money to invest every month or every year, which investment account type gives you the biggest bang for your buck?

Retirement planning at 50: How a Rs 1.3 crore bond portfolio can generate nearly Rs 1 lakh a month

Financial experts say retirement planning should focus on purpose-driven portfolios rather than arbitrary corpus targets. A balanced mix of liquidity, fixed income and equities can...

Investing 101: A Simple Guide to Investing Money!

Many people view investing as something that is only for the wealthy or for those who are financially savvy. However, investing money can be a great way for anyone to grow their mo...

How Should You Invest in Retirement? Start With when You’ll Need the Money

A common question when people are nearing retirement or in retirement is, “How much of my money should be in ____?” They may be referring to stocks, bonds, or cash. An alternative...