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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

      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
      Financial Education

      How Can These Ten Key Lessons Help in Money Mindfulness to Reduce All Financial-Related Stress

      July 29, 2025
      Financial Education

      How to Avoid Land Disputes After You—with WILL—Using These 7 Proven Strategies

      July 12, 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

      Best Mutual Funds to Invest in 2025 — What Apps Won’t Tell You (From a CFP®)

      October 10, 2025
      Mutual Funds & SIPs

      Real Estate vs Mutual Funds — What’s Smarter: (Buy a Second House or Invest ₹1 Crore)

      October 6, 2025
      Mutual Funds & SIPs

      FDs vs Mutual Funds 2025: Maximise Returns with Smart Allocation

      September 20, 2025
      Mutual Funds & SIPs

      How I Select the Right Mutual Funds for My Clients: A CFP’s Perspective

      September 16, 2025
      Mutual Funds & SIPs

      How to Get Started with Mutual Fund Investment: 21 Lessons for Beginners

      July 30, 2025
  • Financial Planning Starting
    • Financial Planning Starting

      My CFP Journey: Empowering Families Through Ethical Financial Planning

      October 16, 2025
      Financial Planning Starting

      Gold: The Shining Investment — Dhanteras & Diwali 2025 Edition

      October 9, 2025
      Financial Planning Starting

      How to Enhance the Likelihood of Achieving Financial Goals by Cultivating Smarter Investment Habits (Top 7 Fundamental Principles)

      September 29, 2025
      Financial Planning Starting

      Master the Six Pillars of Financial Planning: Your Ultimate Guide

      September 18, 2025
      Financial Planning Starting

      How to Empower Your Own Financial Planning: (A Step-by-Step Blueprint for Beginners)

      September 5, 2025
  • Investment Basics
    • 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
      Investment Basics

      What Are the Top Market Update Indicators for June 2025 and Their Top 11 Implications for Mutual Fund Investors?

      June 20, 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

From Redundancy to Resilience: The Three Buckets of Wealth Every 40s Professional Needs

October 1, 2025

When Life Tests You: Turning Financial Disasters into Opportunities with Optimism

September 30, 2025

11 Money Principles Every Indian Family Must Know

September 25, 2025

POPULAR POSTS

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My CFP Journey: Empowering Families Through Ethical Financial Planning

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Upskill or Get Outdated: CFP Skills to Stay Ahead in 2025

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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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