Current Openings Financial Plan Writer & Researcher @ NS Wealth Solution Pvt LtdNS Wealth Solution Pvt LtdFinancial Planner at International Money Matters Pvt. Ltd.International Money Matters Pvt. Ltd.Financial Advisor @ International Money Matters Pvt. Ltd.International Money Matters Pvt. Ltd.Research Executive/Manager @ International Money Matters Pvt. Ltd.International Money Matters Pvt. Ltd.Para Financial Planner at Manek Financial Advisors Pvt. Ltd.Manek Financial Advisors Pvt. Ltd.Business Development Manager @ Pentad SecuritiesPentad SecuritiesBusiness Development Executives @ Pentad SecuritiesPentad SecuritiesEquity Advisor @ StockAxisStockAxisSales Associate @ Principal Asset Management Company LimitedPrincipal Asset Management Company Limited Authorized Education Provider Testimonials I decided to choose FPA books and i-learn for my CFP course as a friend of mine recommended me about their content and choice of practise questions which are very helpful. I am going through the curriculum using the books and i-learn and my personal experience is good so far. One thing which i liked is they have provided videos, glossary, and mock tests for practise which is very necessary in MCQ based examinations. Thanking you, Anusha Kulkarni — Anusha Kulkarni Notice Board Career Guidance session on FinanceCRASH COURSE BATCH STARTING THIS MONTHNew CFP batchesMint – Article titled ‘How to strike a balance between saving, spending’ quotes Surya Bhatia, CFPCMHindustan Times – Article titled ‘Start your tax planning right now’ quotes Vishal Dhawan, CFPCMThe Economic Times – Authored article titled ‘stop Being Gullible What a Product Will Do For Your’ by Uma Shahikanth, CFPCMThe Economic Times – Article titled ‘Invest more to reach goals’ quotes Pankaj Maalde, CFPCMThe Economic Times – Authored Article titled ‘Challenges are many but women can overcome them’ by Uma Shahikanth, CFPCMThe Economic Times – Article titled ‘Q&A’ answered by Jayant. R Pai, CFPCMMint – Article titled ‘Ola cab users can now insure their rides for as low as Re1’ quotes Prakash Praharaj, CFPCMBusiness Standard – Article titled ‘Go with accrual funds in volatile times’ quotes Arvind A Rao, CFPCMThe Times of India – Authored Article titled ‘Don't become the product sellers make money from become the product sellers can make money from’ by Uma Shashikanth, CFPCMHindustan Times – Authored Article titled ‘Trick yourself to save and invest’ by Nisreen Mamaji, CFPCMHindustan Times – Article titled ‘Why you need to follow your money’ quotes Suresh Sadagopan, CFPCMBusiness Standard – Authored Article titled ‘Be an aggressive investor to beat inflation’ by Arnav Pandya, CFPCMBusiness Standard – Q&A titled ‘BS TUTORIAL’ answered by Jayant Pai, CFPCMThe Economic Times – Article titled ‘These MF Schemes may Help You Tide Over Volatility in Year Ahead’ by S Shankar, CFP CM and Vishal Dhawan, CFP CMMint – Authored Article titled ‘THE ULTIMATE MONEY QUESTION WE NEED TO ASK’ by Monika Halan, CFP CMMint – Q&A titled ‘When switching from Ulips to mutual funds, ensure you have adequate life cover’ answered by Surya Bhatia, CFP CMBusiness Standard – Article titled ‘Borrow with margin of safety’ quotes Amar Pandit, CFPCMMint – Article titled ‘3 things to ask before investing in an insurance plan’ quotes Nisreen Mamaji, CFP CMThe Economic Times – Authored Article titled ‘5 ways to manage your home loan EMI better by Anil Rego', CFPCMThe Financial Chronicle – Authored Article titled ‘WHY INVESTING IN GOLD IS NOT A GOOD OPTION’ by Amar Pandit, CFPCMThe Economic Times – Authored Article titled ‘Don't become the product sellers make money from’ by Uma Shashikanth, CFPCMThe Economic Times – Article titled ‘Q&A’ answered by Jayant. R. Pai, CFPCMThe Hindu Business Line – Authored Article titled ‘How real estate fared vs mutual funds’ by Amar Pandit, CFPCMThe Hindu Business Line – Authored Article titled ‘Your Financial Plan’ by Suresh Parthasarathy, CFPCMMint – Authored Article titled ‘Our investments are boring, but then that's how it's supposed to be’ quotes Melvin Joseph, CFPCMThe Times of India – Authored Article titled ‘Needless borrowing can drown you in debt’ by Uma Shashikanth, CFPCMBusiness Standard – Q&A titled ‘Financial literacy’ answered by Jayant Pai, CFPCMBusiness Standard – Authored Article titled ‘Time to revamp your mutual fund portfolio’ by Vishal Dhawan, CFPCMBusiness Standard – Authored article titled ‘Tax terrorism is alive, and kicking’ quotes Harsh Roongta, CFPCMMint – Article titled ‘Chance for seniors to rethink health covers’ quotes Suresh Sadagopan, CFPCMBusiness Standard – Artcile titled ‘Use whole-life Ulips for planning your legacy’ quotes Arvind Rao, CFPCM and Malhar Majumdar, CFPCMMint - Article titled ‘Smart spending leads to smart saving: Five ways to keep a check on yourself’ quotes Vishal Dhawan, CFPCMMint – Authored Article titled ‘WHICH MONEY MISTAKE GRADE ARE YOU AT?’ by Monika Halan, CFPCMMint – Article titled ‘MONEY MISTAKES TO OVERCOME IN THE NEW FINANCIAL YEAR’ quotes Deepali Sen, CFPCMandKalpesh Ashar, CFPCMThe Economic Times – Article titled ‘Equity investors ready to buy’ planned by Pankaaj Maalde, CFPCMThe Times of India – Authored Article titled ‘Finance is not too hard to understand,keep at it’ by Uma Shashikanth, CFPCMThe Economic Times – Authored Article titled ‘Needless borrowing can drown you in debt’ by Uma Shashikanth, CFPCMBusiness Standard – Q&A titled ‘Financial literacy’ answered by Jayant Pai, CFPCMThe Times of India – Article titled ‘PREVIOUS TITLE: TENANT NEW TITLE: HOW OWNER’ quotes Balakrishnan Venkataramani, CFPCMDNA – Q&A titled ‘Prioritise if the investment goals are too many’ answered by Harsh Roongta, CFPCMBusiness Standard – Artcile titled ‘Negative returns on SIPs shouldn’t worry investors’ quotes Arnav Pandya, CFPCM andDeepesh Raghaw, CFPCMThe Economic Times – Authored Article titled ‘Finance is not too hear to understand, just keep at it’ by Uma Shashikanth, CFPCMThe Financial Express – Authored Article titled ‘How NRIs can invest in shares, bonds and IPOs in India’ by Ramalingam. K, CFPCMThe Economic Times – Article titled ‘Buying house to hit other goals’ quotes Pankaaj Maalde, CFPCMThe Times of India – Authored Article titled ‘Before the end draws too near,write that living will’ by Uma Shashikanth, CFPCMThe Economic Times - Article titled ‘Q&A’ answered by Jayant. R. Pai, CFPCMBusiness Standard – Article titled ‘Ways to meet unexpected expenses’ quotes Suresh Sadagopan, CFPCM and Uma Lovaii Navlakhi, CFPCMThe Times of India – Article titled ‘How to fund your wanderlust’ quotes Suresh Sadagopan , CFPCMThe Economic Times – Authored article titled ‘Finance is not too hard to understand, just keep at it’ by Uma Shahsikanth, CFPCMBusiness Standard – Q&A titled ‘Financial literacy’ answered by Jayant Pai, CFPCMThe Economic Times – Authored Article titled ‘It is Time for an overhaul of Indian Banks’ by Uma Shashikanth, CFPCMBusiness Standard – Article titled ‘Ride out the volatility’ quotes Arvind Rao, CFPCMBusiness Standard – Authored Article titled ‘Choose banks over HFCs’ by Harsh Roongta, CFPCMThe Hindu – Article titled ‘Banks urged to be more inclusive’ quotes Ranjeet Mudholkar, CFPCMTelangana Today – Article titled ‘Corporate rating can reduce frauds’ quotes Ranjeet Mudholkar, CFPCMMint – Article titled ‘Key money lessons for Rahul Dravid to learn’ quotes Surya Bhatia, CFPCM and Vishal Dhawan, CFPCMMint – Authored Article titled ‘You are eligible for PF interest even if your account has been inoperative’ by Surya Bhatia, CFPCMMint – Authored article titled ‘WHEN MUTUAL FUND CEOS GET OVER-SMART’ by Monika Halan, CFPCMHindustan Times – Article titled ‘Important investment lessons for Rahul Dravid’ quotes Surya Bhatia, CFPCM and Vishal Dhawan, CFPCMMint – Financial plan titled ‘Finding her direction with the help of a detailed financial map’ planned by Amit Kukreja, CFPCMThe Economic Times – Article titled ‘How to fund your wanderlust’ quotes Suresh Sadagopan, CFPCMThe Economic Times – Authored article titled ‘Before the end draws too near write that 'living will’ by Uma Shashikanth, CFPCMThe Economic Times – Article titled ‘Be careful when you pick an ELSS fund to save tax’ quotes Shilpa Wagh, CFPCM and Nikhil Kothari, CFPCMThe Times of India – Article titled ‘Do these financial tasks now’ quotes Shilpa Suresh Sadagopan, CFPCM and Melvin Joseph, CFPCMMint – Article titled ‘In the new financial year, review your fund portfolio’ quotes Prakash Prraharaj, CFPCMMint – Article titled ‘A low-cost Ulip that can only be bought online’ quotes Shweta Jain, CFPCMMint – Authored article titled ‘If PF withdrawal amount is less than Rs50,000, TDS is not applicable’ by Surya Bhatia, CFPCMMint – Authored article titled ‘PNB, NIMO, AND A FLOATING RATE LOAN THATPROMISES TO REALLY FLOAT’ byMonika Halan, CFPCMBusiness Standard – Article titled ‘Use FMPs to tide over interest rate volatility’ quotes Arnav Pandya, CFPCMMint – Article ‘Can floating home loans become fair?’ quotes Vishal Dhawan, CFPCMBusiness Standard – Article titled ‘Young and indebted’ quotes Anil Rego, CFPCM and Pankaaj Maalde, CFPCMMint – Article titled ‘Short-term funds in long-term portfolios’ quotes Deepali Sen, CFPCMThe Economic Times – Article titled ‘FINANCIAL TASKS TO DO NOW’ quoted Suresh Sadagopan, CFPCM and Melvin Joseph, CFPCMThe Economic Times – Authored article titled ‘Time for an overhaul in the Indian banking sector’ by Uma Shashikanth, CFPCMFinancial Chronicle – Article titled ‘BANK TO RAISE DEPOSIT AND LENDING RATES’ quotes Amar Pandit, CFPCMFinancial Chronicle – Authored article titled ‘How to take advantage of increasing interest rates’ by Anil Rego, CFPCMFinancial Chronicle – Article titled ‘BANKS TO RAISE DEPOSIT AND LENDING RATES’ quotes Pankaaj Maalde, CFPCMAfternoon D&C – Authored article titled ‘Effective Money Management Habits for Women’ by Amar Pandit, CFPCMBusiness Standard – Authored article titled ‘Do not let tax saving dictate the choice of financial instrument’ by Arnav Pandya, CFPCMBusiness Standard – Q&A titled ‘Financial literacy’ answered by Jayant Pai, CFPCMBusiness Standard – Article titled ‘ETF assets surge on EPFO inflows’ quotes Suresh Sadagopan, CFPCMBusiness Standard – Article ‘Money-wise’ quotes by Pankaaj Maalde, CFPCM Kalpesh Ashar, CFPCM and Suresh Sadagopan, CFPCMBusiness Standard – Article titled ‘Finally, a home loan linked to an external benchmark’ quotes Arvind A Rao, CFPCMBusiness Standard – Article titled ‘Prepay home loan rather than invest in FDs’ quotes Arnav Pandya, CFPCM and Pankaaj Maalde, CFPCMThe Economic Times – Q&A titled ‘Q & A’ answered by Pankaj Mathpal, CFPCMThe Financial Express – Authored article titled ‘Eight common investment myths to avoid’ by Ramalingam K, CFPCMAsian Age – Authored Article titled ‘FUNDS REQUIRED TO MEET GOALS Rs.1.5 CR’ by L. Ravindran, CFPCMTimes of India – Article titled ‘Women’s Day Special’ quotes Suresh Sadagopan, CFPCMBusiness Standard – Q&A titled ‘BS TUTORIAL’ answered by Jayant Pai, CFPCMBusiness Standard – Authored Article titled ‘Financial security mantras for women’ by Deepesh Raghaw, CFPCMBusiness Standard – Article titled ‘Don’t let the numbers fool you’ quotes Suresh Sadagopan, CFPCM , Malhar Majumder, CFPCM, Arnav Pandya CFPCM and Lovaii Navlakhi, CFPCMThe Hindu Business Line – Authored article titled ‘Your Financial Plan’ by Suresh Parthasarathy, CFPCMMint – Article titled ‘We knew about the need to invest but did not know how much to risk to take’ quotes Piyush Khatri, CFPCMThe Economic Times – Article titled ‘THE BEST GIFTS FOR YOUR LOVED ONES’ quotes Suresh Sadagopan , CFPCMThe Economic Times – Authored article titled ‘You don’t have to own a house to enjoy living in it’ by Uma Shahsikanth, CFPCMThe Economic Times – Article titled ‘Invest in line with goals’ quotes Pankaj Maalde, CFPCMThe Economic Times – Article titled ‘Q&A’ answered by Jayant. R. Pai, CFPCMAfternoon D&C – Authored article titled ‘Investing in Mutual funds vs Investing in PPF's’ by Amar Pandit, CFPCMThe Economic Times – Article titled ‘Q & A’ quotes Jayant Pai, CFPCMThe Times of India – Authored article titled ‘Take charge of your finances to beat the odds’ by Uma Shashikanth, CFPCMMint – Financial plan titled ‘With a planner, we got a realistic view of our finances and goals’ by Sukhvinder Sidhu, CFPCMBusiness Standard – Authored article titled ‘Minimise tax liability on sale of bonus shares’ by Arvind Rao, CFPCMBusiness Standard – Authored article titled ‘BS TUTORIAL’ by Jayant Pai, CFPCMMint – Article titled ‘Government proposes to amend and consolidate small savings schemes’ quotes Suresh Sadagopan, CFPCMBusiness Standard – Article titled ‘Last minute tax tips for the laggards’ quotes Suresh Sadagopan and Malhar Majumder, CFPCMBusiness Standard – Authored Article titled ‘EMI change can be default option’ by Harsh Roongta, CFPCMBusiness Standard – Article titled ‘Newbies in small- and mid-cap space should invest for at least five years’ quotes Arvind Rao , CFPCMThe Economic Times – Article titled ‘Will my tax get cut?’ quotes Vishal Dhawan , CFP CMThe Economic Times – Article titled ‘Fear factor?’ quotes Melvin Joseph , CFP CMBusiness Standard – Article titled ‘Raise equity allocation if you have the risk appetite’ quotes Arnav Pandya and Arvind Rao, CFPCMMint – Article titled ‘Post LTCG tax, are Ulips better than mutual funds?’ quotes Suresh Sadagopan, CFPCMMint – Q&A titled ‘Interest cannot be denied if your PF is not transferred to the new employer’ answered by Surya Bhatia, CFPCMBusiness Standard – Article titled ‘For regular income, a systematic withdrawal plans are better’ quotes Suresh Sadagopan CFPCMDNA – Article titled ‘How to save yourself from paying more taxes? quotes Amar Pandit, CFPCMBusiness Standard – Q&A titled ‘Readers’ Corner’ answered by Kiran Telang, CFPCMMint – Article titled ‘How any credit cards do you need?’ quotes Prakash Pahalraj , CFP CMDNA – Authored article titled ‘You can claim HRA even if you own a house’ by Harsh Roongta, CFP CMBusiness Standard – Article titled ‘Newbies in small- and mid-cap space should invest for at least five years’ quotes Arvind Rao , CFPCMThe Economic Times – Article titled ‘Will my tax get cut?’ quotes Vishal Dhawan , CFP CMThe Economic Times – Article titled ‘Fear factor?’ quotes Melvin Joseph , CFP CMThe Economic Times – Article titled ‘Investing on a shoestring budget?’ quotes Suresh Sadagopan , CFP CMThe Economic Times – Article titled ‘On track to reach goals’ quotes Pankaj Maalde , CFP CMThe Times of India – Authored article titled ‘The thin line between saving and hoarding’ by Uma Shashikanth, CFP CMThe Economic Times – Authored article titled ‘Why you should mind your step while negotiating a bull market’ by Uma Shashikanth, CFP CMFinancial Chronicle – Authored article titled ‘Women must SECURE THEIR financial future’ by Amar Pandit, CFP CMBusiness Standard – Q&A titled ‘Financial literacy’ answered by Jayant Pai, CFP CMBusiness Standard – Article titled ‘Better liquidity helps during emergencies’ quotes, Suresh Sadagopan, CFPCMDNA - Money – Authored article titled ‘Shift to MCLR if your home loan is on base rate’ by Harsh Roongta, CFPCMThe Times of India – Article titled ‘'Book profit to rebalance your MF portfolio, cut small, mid-cap tilt'’ quotes, Suresh Sadagopan, CFPCMBusiness Standard – Article titled ‘Don’t invest in balanced funds for regular dividends’ quotes, Suresh Sadagopan, CFPCMDNA - Money – Article titled ‘Liquidate your FDs if maturity is far away’ quotes, Yogita Dand, CFPCM and Arnav Pandya, CFPCMMint – Authored article titled ‘How To Ride Out A Bubble (If It Is A Bubble We're In)’ by Monika Halan, CFPCMBusiness Standard – Authored article titled ‘Readers’ Corner’ by Kartik Jhaveri, CFPCMBusiness Standard – Article titled ‘Perpetual SIPs best for investors in their 30s’ quotes Suresh Sadagopan, CFPCMIndian Express – Article titled ‘'Interest cut by govt doesn't signal decline of rates in economy’ quotes Vishal Dhawan, CFPCMBusiness Standard – Article titled ‘Mutual funds ‘sahi hain’, but...’ quotes Vishal Dhawan, CFPCMDNA: Money – Article titled ‘Lured by offers on cars? Insurance got cheaper too’ quotes Anil Rego, CFPCMHindu Business Line – Q&A titled ‘Your Financial Plan’ is answered by Suresh Parthasarathy, CFPCMThe Times of India – Authored article titled ‘Entrepreneurship does not mean less work’ by Uma Shashikanth, CFPCMThe Economic Times – Financial Plan titled ‘On track to meet goals’ is made by Pankaaj Maalde, CFPCMThe Times of India – Article titled ‘The 7-year financial itch’ quotes Jayant Pai, CFPCMThe Times of India – Financial Plan titled ‘RAISE EQUITY EXPOSURE’ is made by Pankaaj Maalde, CFPCMThe Economic Times – Authored article titled ‘Don’t fear digitisation. It helps you in the long run’ by Uma Shashikanth, CFPCMThe Economic Times – Q&A titled ‘Your Queries’ is answered by Jayant Pai, CFPCMMint – Article titled ‘Duration risk put debt funds on a slow track in 2017’ quotes Deepali Sen, CFPCMBusiness Standard – Authored article titled ‘Exercise extra care in selecting tax-savings funds’ by Arnav Pandya, CFPCMBusiness Standard – Q&A titled ‘Financial literacy’ is answered by Jayant Pai, CFPCMBusiness Standard – Article titled ‘Opt for a personal accident policy, not rider’ quotes Suresh Sadagopan, CFPCMMint – Article titled ‘New Year resolutions for your hard-earned money’ quotes Deepali Sen, CFPCMMint – Q&A titled ‘NRIs cannot acquire agricultural property but they are allowed to inherit it’ is answered by Surya Bhatia, CFPCMBusiness Standard – Article titled ‘Trim exposure to longer-duration funds’ quotes Vishal Dhawan , CFPCMDNA – Article titled ‘LTCG shock: Time to switch from ELSS to Ulips?’ quotes Suresh Sadagopan, CFPCMMint – Financial plan titled ‘With a financial plan, we feel secure; we know money will be there if we need it’ by Uttam Kumar Sen, CFPCMThe Economic Times – Article titled ‘Invest more to make up for lower returns’ quotes Melvin Joseph, CFPCMThe Economic Times – Article titled ‘Tax takes sheen off equity dividends’ quotes Amar Pandit, CFPCMThe Economic Times – Article titled ‘All major goals within reach’ quotes Pankaaj Maalde, CFPCMThe Economic Times – Authored article titled ‘Tax on LTCG is a muddled proposal that achieves little’ by Uma Shashikanth, CFPCMThe Economic Times– Article titled ‘Q & A’ quotes Jayant Pai , CFPCMThe Times of India – Article titled ‘ON TRACK TO REACH GOALS’ quotes Pankaaj Maalde, CFPCMThe Times of India – Authored article titled ‘Mind your step while negotiating a bull market’ by Uma Shashikanth, CFPCMBusiness Standard – Authored article titled ‘Avoid balanced funds for regular income’ quotes Vishal Dhawan , CFPCMBusiness Standard – Article titled ‘Seniors in lower tax slabs should opt for fixed deposits’ by Suresh Sadagopan, CFPCMThe Hindu Business Line – Article titled ‘Your Financial Plan’ by Suresh Parthasarthy, CFPCMDNA – Article titled ‘Don’t book profit just because markets are at peaks’ quotes Gaurav Mashurwala, CFPCM and Jayant Pai, CFPCMMint – Article titled ‘Learning to get the best deals on education loans’ quotes Prakash Praharaj, CFPCMMint – Q&A titled ‘Once insurances are in order, you can start creating a corpus for various goals’ answered by Surya Bhatia, CFPCMBusiness Standard – Article titled ‘Stay put, experts tell small investors’ quotes Suresh Sadagopan , CFPCMBusiness Standard – Article titled ‘Keep an eye on your bank MCLR’ quotes Arnav Pandya , CFPCMMint – Q&A titled ‘The transfer of a house from a father to a son can be considered a gift’ answered by Kiran Telang, CFPCMMint – Authored article titled ‘WOMEN FLY HIGHER WHEN IN CHARGE OF THEIR MONEY’ by Monika Halan, CFPCMThe Economic Times – Article titled ‘Here is How an FD Investor Can Approach Mutual Funds.’ quotes Vidya Bala, CFPCMDNA – Article titled ‘Sensex near 36000: What to do now?’ quotes Amar Pandit, CFPCMThe Economic Times – Authored article titled ‘Don't cross that line between saving and hoarding money’ by Uma Shashikanth, CFPCMThe Economic Times – Article titled ‘Q & A’ quotes Jayant Pai, CFPCMThe Times of India – Authored article titled ‘To make your resolutions work, think of the positives’ by Uma Shashikanth, CFPCMFinancial Chronicle – Authored article titled ‘Do homemakers need insurance.’ by Amar Pandit, CFPCMMint – Financial Plan titled ‘'We put our ego aside and got expert help in financial matters'’ by Piyush Khatri, CFPCMBusiness Standard – Q&A titled ‘BS TUTORIAL’ answered by Jayant Pai, CFPCMThe Economic Times – Article titled ‘OOPS! MUTUAL FUND MISTAKES TO AVOID NOW’ quotes Nisreen Mamaji , CFPCM and Rohit Shah, CFPCMChange of Assessment Year (AY) for the CFPCM Examination