A basic understanding of finance is helpful but not mandatory, as the course caters to both beginners and those with some financial background.
Popular Posts
Old vs New Tax Regime for FY 2026-27: The Full Working at ₹8L, ₹12L, ₹18L and ₹25L
Every March and every July, the same question lands in my inbox and in my classroom. “Sir, old regime or new regime?” There is no opinion to offer here. The answer sits in about forty minutes of arithmetic, and once you have seen that arithmetic at your own salary level, it stops being a debate. […]
Careers in Personal Finance in India Nobody Tells You About
Commerce students in Ahmedabad come to me with the same three options every time: CA, CFA, MBA. In eight years of teaching, I don’t think one student has walked in and said they want to be a paraplanner. Most have never heard the word. The industry those three letters feed into is full of jobs […]
The Returning NRI Money Checklist: Status, Accounts, Foreign Assets, Insurance and Wills
Every few weeks a call comes in from Dubai, Singapore or New Jersey, and the opening line hardly changes: “We are moving back next year. What do I do with my accounts?” The accounts are really the third thing to settle. First comes your residential status, because everything after it, including how much tax you […]
The SIP Arithmetic Every Advisor Should Be Able to Do on Paper
Indian investors put ₹32,490 crore into SIPs in September 2026 alone, across roughly 10.9 crore SIP accounts (AMFI industry data, September 2026). That is the market every MFD, bank RM and paraplanner now works in. Yet when I ask a room of CFP students in Ahmedabad to work out on paper what return a five-year […]
