I work with Mid and top managementt executives in leading corporates, who want to build personal wea I wear 3 hats in my job
1.
I help successful corporate executives and SME business owners identify, achieve and maintain their desired lifestyle, without worrying about running out of money ever... whatever happens. That of a Life Planner - understand where clients are at the moment, how they got here and identify what they would like to achieve from now on till the end of their lifetime
2. Run the numbers on cashflow, por
06/01/2022
Some exciting ideas and strategies waiting to be shared! Be there…
Building Wealth in 2022 and Beyond!
New Age Options and Timeless Principles
Welcome back to the 10 Crore League Monthly meetings.
1st meeting of 2022 - 15th Jan 2022 - 3.30 to 5.00 pm.
Join us in conversation with Harish Menon
Register Here: bit.ly/monthlymeetjan2022
31/08/2021
Crypto currency is intriguing, isn’t it? You want to participate, yet you are scared. You don’t know how to or how much to.
You ask around and traditional advisers summarily dismiss it. Standard deviation is too high, no regulation they say and dissuade.
Those who bit the bullet, rode the wave and made their millions early, speak a cryptic language you struggle to understand.
This gap has to be bridged.
Smart investors stay open minded about investment options.
They don’t follow trends blindly, they don’t dismiss randomly. They seek out, ask questions and make their own decisions that suit their goals and plans.
Here is an opportunity for you to cross that bridge.
Join us as we converse about Crypto investing and NFTs with an insider who promises to speak simple English.
Next 𝗦𝘂𝗻𝗱𝗮𝘆 𝗼𝗻 𝟱𝘁𝗵 𝗦𝗲𝗽𝘁𝗲𝗺𝗯𝗲𝗿 𝟮𝟬𝟮𝟭 𝗮𝘁 𝟯.𝟯𝟬 𝗽𝗺, drop in at our monthly meeting. Gear up for a stimulating debate…
Register here : bit.ly/monthlymeetseptember21
16/08/2021
It was so much fun talking to the lively audience of Network FP. And they are so generous with their feedback and comments - is a great community builder.
14/08/2021
Thrilled to share my journey with the lively community members of Network FP today at 11 am at the SFA Summit 2021.
Drop in there and share your feedback if you are a NetworkFP member.
31/07/2021
𝐼 𝑑𝑜𝑛’𝑡 ℎ𝑎𝑣𝑒 𝑎𝑛𝑦 𝑎𝑠𝑠𝑒𝑡𝑠
𝐼 𝑎𝑚 𝑡𝑜𝑜 𝑦𝑜𝑢𝑛𝑔 𝑡𝑜 𝑝𝑙𝑎𝑛 𝑓𝑜𝑟 𝑡ℎ𝑖𝑠
𝐼𝑡 𝑤𝑜𝑛’𝑡 𝑚𝑎𝑡𝑡𝑒𝑟 𝑡𝑜 𝑚𝑒 𝑤ℎ𝑜 𝑔𝑒𝑡𝑠 𝑚𝑦 𝑚𝑜𝑛𝑒𝑦
𝑀𝑦 𝑓𝑎𝑚𝑖𝑙𝑦 𝑤𝑖𝑙𝑙 𝑗𝑢𝑠𝑡 𝑡𝑎𝑘𝑒 𝑐𝑎𝑟𝑒
Are you giving such reasons for not making a ‘succession plan’?
Think again…
If you have Rs.10,000/- in the bank and if you have someone who will benefit from it, you should make a ‘succession plan’.
A ‘succession plan’ is not for your benefit. It is is not for your assets.
It is for the benefit of your family and your loved ones.
You do it so that they get access to what is rightfully theirs’ without hassles.
So that their life goes on as you would like it to, without much pain…
Don’t miss tomorrow’s monthly meeting in which we discuss the legalities and practical nitty gritties of Wills, Gifts, Family settlements, Forming special trusts and more with testamentary law experts and High court lawyers 𝐍𝐢𝐭𝐢𝐧 𝐉𝐚𝐢𝐧 and 𝐀𝐫𝐜𝐡𝐚𝐧𝐚 𝐁𝐚𝐥𝐚𝐬𝐮𝐛𝐫𝐚𝐦𝐚𝐧𝐢𝐚𝐧 - Partners AGAMA Law Associates, Mumbai.
Link to join is bit.ly/monthlymeetaugust21
24/07/2021
Hope you are well.
In the last 10 months at 10 Crore League, we have religiously met every month to discuss the 9 step process to wealth creation.
Every monthly meeting has been about picking one of the 9 steps and discussing it in detail.
We have covered
1. Understanding our money beliefs
2. Visioning a future and Setting goals
3. Budgeting
4. Managing personal risks
5. Getting out and staying out of loans
6. Investment options in equities
7. Asset allocation for goals
8. Using derivatives to hedge and optimize
9. Preparing our personal Investment Policy Statement
and a little more here and there…
I hope you would have made tremendous progress in your financial life in the last year, just like I have.
It’s time to meet again now to discuss the ‘Giving Plan’.
Join us for our 10th monthly meeting on 1st Aug 2021 - 3.30 pm.
Link to join is bit.ly/monthlymeetaugust21
Look for our a new section ‘Member Speak’ where we’ll learn from our members the journey they have been on..
See you soon!
22/07/2021
Where to invest your surplus money : Written by 10croresleagueJuly 13, 2021 Where to invest your surplus money : One biggest hurdle in the wealth creation process is figuring out where to invest your surplus money in a way that it works hard and gives you good returns so that you can build so much wealth and become financially free Her...
21/07/2021
3 quick tips to get started on the wealth creation journey Written by 10croresleagueJuly 13, 2021 3 quick tips to get started on the wealth creation journey One of the biggest hurdles in wealth creation is culling out surplus money at the end of the month. If you are wondering where all the money is going and are struggling to find the ever evasive surplus,...
29/06/2021
This very interesting phenomenon in football is a great investment lesson….
Especially now..!
Actually always..
Watch to know more..
An important investment lesson from football This very interesting phenomenon in football is a great investment lesson….Especially now..!Actually always..
26/06/2021
'You keep paying and paying and paying money for nothing in return. Such a waste. I will never do it! Said this woman many years back.
Watch this video to know what happened to her.
Though almost 9 years old, the content is timeless and relevant now and will be forever.
I hear this video is being widely circulated amongst insurance groups and by agents in Tamilnadu to promote the usefulness of their services. My name is not mentioned anywhere in this video. This is just identifying myself 🙂. Keep sharing. No copyright. Spread the good word.
True life experience on importance of insurance 'You keep paying and paying and paying money for nothing in return. Such a waste. I will never do it! Said this woman many years back.Watch this video to kno...