Author
Manish Dutia CFP
10 Articles
Popular Posts
Why AI Is Coming for the One Thing We Told Ourselves It Never Could
The ₹20 Lakh Car That May Be Insured for ₹11.9 Lakh
FinTech vs TechFin: Competitive and Complementary Dynamics
The Advisor Who Stayed Through Every Chapter
5th September 2026
One client. Two decades. Many life transitions. A story of how...
From Caution to Confidence
5th August 2026
How one family transformed their future through timely financial...
From Uncertainty to Ownership:
5th July 2026
A Financial Planner’s Role in Transforming a Life In the dynamic...
When Advice Becomes Legacy: A Planner’s Story of Protection, Transition, and Transformation
5th June 2026
In the early 2000s—around 2004–05—the Indian financial services...
Private Credit: The Next Chapter in Fixed Income
5th May 2026
There was a time when building the fixed-income side of a...
From Accumulation to Assurance: A CFP® Story on the Power of Unbiased Guidance
6th April 2026
Sometimes, the most valuable return a portfolio can generate is...
The Safety Net That Saved a Dream : A Story of Love, Logic, and Resilience
5th March 2026
This Women’s Day, we look at the life-changing impact of early...
From Stock Trading to Peace of Mind:
2nd February 2026
The Journey of Anand Garg In 2003-04, Anand Garg was a stock...
The Financial Fortress: How Madhuri Patil Weathered Life’s Storms Through Expert Guidance
4th January 2026
Financial independence isn’t just about the balance in...
Goal-Based Investing & Planning Case Study
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The COVID-19 Lifeline: How a Disciplined SIP Saved a Family from...
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