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  • Personal Finance
    • Couple Finance

      How to Write a Will in India: Step-by-Step Guide for Families

      September 1, 2025
      Couple Finance

      How to Have a Great Money Life as a Couple: 11 Lessons

      August 28, 2025
      Couple Finance

      How to Plan Succession as a Couple with WILL, TRUST, GIFT in 7 Guided Steps

      August 12, 2025
      Couple Finance

      How Ikigai Transformed the Money Lives of the Couples I Coached—and Their Path to a Long and Happy Financial Journey Together

      August 7, 2025
      Couple Finance

      How Can Couples Get Financial Freedom in 7 Easy Ideal Steps

      August 2, 2025
  • Financial Education
    • Financial Education

      NPS 2025 Major Update: Withdraw Up to 80% & Only 20% Annuity

      December 31, 2025
      Financial Education

      How the New Labour Code Changes Your PF & Gratuity — And What It Really Means for Your Financial Future

      December 15, 2025
      Financial Education

      How to Set Your Priorities for Financial Success: 4 Proven Methods I Use with My Clients

      August 16, 2025
      Financial Education

      How to Check and Update Your KYC, Mobile & Email Details Across All Financial Platforms in India: CKYC, CAMS, KFintech, and MF Central Explained

      August 5, 2025
      Financial Education

      How Can These 7 Principles of Stoicism Illuminate Your Journey to Financial Well-being?

      July 31, 2025
  • Insurance
    • Insurance

      How to Effectively Insure Your Home: 21 Mistakes to Avoid (A Beginner’s Guide for Indians)

      September 8, 2025
      Insurance

      Why Health Insurance Premiums Are Rising in India — and How I Help Couples Choose Smarter Policies With 14 Essential Features Most People Miss

      July 14, 2025
      Insurance

      How to Effectively Take a Health Insurance Claim When You Have Both a Corporate and a Personal Health Insurance Policy

      June 7, 2025
      Insurance

      How Can the PM-JAY Government Health Scheme Help Seniors of India with Rs. 5 Lakhs Cashless Facility Without Spending on Any Premium?

      December 16, 2024
      Insurance

      How to Ensure Your Health Insurance Policy Always Serves You: The Power of a Timely Review

      September 21, 2024
  • Mutual Funds & SIPs
    • Mutual Funds & SIPs

      Stepping Out of Hibernation: What 2026 Really Means for Mutual Fund Investors

      January 12, 2026
      Mutual Funds & SIPs

      Gifting Mutual Funds to Save Tax: Strategy, Rules, and Real-World Truths Every Indian Investor Must Know

      January 8, 2026
      Mutual Funds & SIPs

      How to Gift Mutual Funds Easily: Step-by-Step Guide for Indian Investors

      December 13, 2025
      Mutual Funds & SIPs

      7 Reasons Equity Mutual Funds Beat Real Estate in 2026 (India’s New Tax Era)

      December 11, 2025
      Mutual Funds & SIPs

      From FDs to Financial Freedom with Mutual Funds & SIP Strategy (11 Steps to Wealth)

      December 9, 2025
  • Financial Planning Starting
    • Financial Planning Starting

      Why a Positive Mindset Is the Real Foundation of Financial Planning

      January 14, 2026
      Financial Planning Starting

      How to Take Important Money Decisions (Five Easy Steps)

      January 6, 2026
      Financial Planning Starting

      From “I Can’t Afford It” to “I’m Planning for It”:

      December 25, 2025
      Financial Planning Starting

      Two Roads. One Retirement. A Story of Direction, Discipline & the Power of Planning

      December 17, 2025
      Financial Planning Starting

      How to Avoid Financial Stress: (A Step-by-Step Guide for Salaried Professionals & Homebuyers)

      December 2, 2025
  • Investment Basics
    • Investment Basics

      Taresh, is now a good time to invest, or should I wait?

      December 4, 2025
      Investment Basics

      Living a Life of Greatness: My Journey to Financial Freedom and How You Can Build Yours Too

      September 27, 2025
      Investment Basics

      How I Use Debt Funds to Help Retirees Get a Steady Monthly Income—Without Worrying About Market Volatility

      July 16, 2025
      Investment Basics

      July Investment Outlook: What You Should Know Before Investing This Month

      July 4, 2025
      Investment Basics

      How to Calculate Tax on Equity Capital Gains When It’s Your Only Income in FY 2024-25

      June 27, 2025
  • Tools, Templates, Books & Films
    • Tools, Templates, Books & Films

      How “The Geometry of Wealth” by Brian Portnoy Shapes a Life of Money and Meaning

      September 14, 2024
      Tools, Templates, Books & Films

      How to Transform Your Life with Purpose: Lessons from “Mindful Self-Discipline” by Giovanni Dienstmann

      September 13, 2024
      Tools, Templates, Books & Films

      Think and Grow Rich by Napoleon Hill

      September 10, 2024
      Tools, Templates, Books & Films

      7 Lessons from “The Behavioral Investor” by Daniel Crosby

      September 7, 2024
      Tools, Templates, Books & Films

      How to Transform Your Life with Purpose: Lessons from “Mindful Self-Discipline” by Giovanni Dienstmann

      August 13, 2024
  • Couple Finance
    • Couple Finance

      How to Write a Will in India: Step-by-Step Guide for Families

      September 1, 2025
      Couple Finance

      How to Have a Great Money Life as a Couple: 11 Lessons

      August 28, 2025
      Couple Finance

      How to Plan Succession as a Couple with WILL, TRUST, GIFT in 7 Guided Steps

      August 12, 2025
      Couple Finance

      How Ikigai Transformed the Money Lives of the Couples I Coached—and Their Path to a Long and Happy Financial Journey Together

      August 7, 2025
      Couple Finance

      How Can Couples Get Financial Freedom in 7 Easy Ideal Steps

      August 2, 2025
  • Budgeting & Saving
  • Shorts / Quick Tips
  • Wealth Building
  • Retirement Planning

EDITOR PICKS

Does a WILL Supersede Joint Accounts After Death or Divorce? What Every Indian Family Must Know

December 27, 2025

The “50% Basic Pay” Rule: How India’s New Labour Codes (Effective Nov 21, 2025) Impact

December 4, 2025

How to Make Your Financial Documents Safe in a Digital Locker (An Easy Access Guide For Your Successors)

November 26, 2025

POPULAR POSTS

The Rich Money Vision Board 2026: A 21-Step Guide to Financial Clarity, Calm, and Consistency

January 18, 2026

11 Steps to Insuring Cancer Treatment: A Comprehensive, Defined & Transparent Guide for Indian Families

January 16, 2026

Why a Positive Mindset Is the Real Foundation of Financial Planning

January 14, 2026

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ABOUT US

The author of this Blog is Taresh Bhatia, a CERTIFIED FINANCIAL PLANNER PRO who has authored an Amazon best seller-"The Richness Principles".

Contact us: taresh@tareshbhatia.com

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