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Nivesh Jaagran

Understanding SME clients
Here are three common traits of SMEs that will help you deal better with them.
by Daya Ragunathan Dec 13, 2017
Financial planning for single women
Read on to know the challenges of planning for single women.
by Daya Ragunathan Dec 1, 2017
How Tejal Gandhi helped a young couple buy a house
Read this interesting case study on how Tejal Gandhi of Money Matters does life-stage planning for a young couple.
by Padmaja Choudhury Nov 15, 2017
How to help doctors achieve their financial freedom
Read on to find out the unique financial challenges faced by doctors and measures to overcome them.
by Rosevina Gonsalves Oct 24, 2017
How to conduct a workshop for your clients’ children
Here is a checklist that will help you conduct a workshop for your clients’ children.
by Daya Ragunathan Sep 15, 2017
Fun ways to spread financial literacy among clients’ children
Simple tools and techniques that will make finance fun and easy to teach.
by Daya Ragunathan Sep 11, 2017
What is the right time to engage with clients on child planning?
Many advisors believe that you should encourage your clients to plan for children education even before they are born.
by Daya Ragunathan Sep 8, 2017
Asset allocation for children’s education planning
Read on to know what is the ideal asset allocation strategy for clients who start investing late for their children’s education.
by Daya Ragunathan Sep 4, 2017
Five books that you can gift to your clients kids
These books will help you make young children understand financial concepts in a fun and easy way.
by Daya Ragunathan Sep 4, 2017
Three movies to help you teach your clients children about money
Wondering how to introduce the concept of money to your clients’ kids? These movies will do the job for you.
by Daya Ragunathan Aug 29, 2017
Simplifying finance for client’s children
An advisor’s guide to introduce financial concepts to your client’s children.
by Daya Ragunathan Aug 25, 2017
When should you encourage clients to involve their kids in financial planning?
Find out the right time to involve Gen ‘Z’ clients in the financial planning and investment process.
by Rosevina Gonsalves Aug 19, 2017
Investment games for the tech savvy
These android-based investment games will help you attract the interest of young investors.
by Daya Ragunathan Aug 10, 2017
Five games you should gift your client’s children
Here are five board games you can gift your client’s children, the future investors, to shape their financial acumen.
by Daya Ragunathan Jul 11, 2017
Seven steps to bring financial responsibility in children
Despite all the information about money and personal finances now widely available, young people do not seem to have learned the basics about hard work, savings and investment. Read on to find out how advisors can fix this.
by Daya Ragunathan Jun 15, 2017