Author
Manish Dutia CFP
7 Articles
Popular Posts
Every Asset Needs a Job
The Loan Was Approved. But Was the Family Really Protected?
RNOR Explained: A Returning NRI’s Guide to Smarter Tax Planning
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
15th December 2025
The COVID-19 Lifeline: How a Disciplined SIP Saved a Family from...
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