An ithought endeavour that aims at creating Holistic Financial Plans for Individuals, small and medium Enterprises and Trusts.
Jul 25 • 17 tweets • 3 min read
Early this month, the #FinanceMinister's statement regarding the twin #balancesheet problem once again drew attention to this issue. According to the Minister, what was once considered a challenge has now transformed into a "Twin Balance Sheet Advantage." (1/n)
To begin, let's gain a clear understanding of what the twin balance sheet issue entails. (2/n)
Have you ever wondered how much you need to save for your retirement? Ever wonder if you will make it or fall short?
Over 600+ clients have benefited from our Financial Planning engagement!
Here are FIVE ways financial planning can help you! (1/13)
Before we begin, financial planning is a very personalised process. Every person's need is different. That is why we aim to craft tailor-made financial plans to meet each individual's needs. (2/13)
Have you bought a car on the occasion of Diwali?🧨 While purchasing a car is an enjoyable process, choosing the correct insurance often becomes confusing.
Here is a short #thread on 7 things you should consider before buying #CarInsurance. (1/n)
#1 Should you take insurance from the tie-up dealer or with an outside agent?
Insurance from the dealership is often more expensive than when individually purchased. The reason is the dealer passes on the commission received on selling #insurance to the customer. (2/n)
Apr 19, 2022 • 8 tweets • 4 min read
Travel is back on the table! With restrictions easing off, most of us are now determined to plan our next exotic vacation.
We have our bucket lists ready, a list of places to see, things to do, and cuisines to savour. But what about insurance? (1/8)
Travelling on a budget is not easy. We know from practice that we need to set aside money for unforeseen expenses. But, when travelling to a foreign land, could we take an extra step to be a little more prepared? (2/8)
Smriti was always an organised person, yet her finances were all over the place! #Tax was her nemesis.
Paid more #TDS than required
Rushed her tax saving investments
This time on Essence of Planning, we’re showing you how financial planning changed Smriti’s life for good!
Jan 9, 2021 • 9 tweets • 5 min read
January is named after the Roman two-faced god #Janus. It’s time to look back at what you’ve achieved and look forward to what you’ve got to do.
3 solid reasons to review your #financialplan in 2021. Are you confident that your financial plan is still relevant and adaptable? Are you in the best of #financial health?
Dec 7, 2020 • 11 tweets • 5 min read
Are you excited for our December episode of Kairos?
This time we're exploring 🤹🏽♂Financial stability 🤹🏽♂
Missed the trailer? Quick recap:
👨🏽Maran, 48, Public Sector Bank Employee
❓Retire or be financially responsible
👩🏽🎓✈️daughter wants to study abroad
✅⏲️Right time for VRS?