Data collection has been a major challenge in the preparation and review of Financial Plan(s). Technology has provided easy solution through account aggregator. They are registered entities to provide individual clients data on request and in a secured manner. It will make the clients life hassle free from the botheration of collating client’s financial data in a safe, secured and convenient manner.   What is an Account Aggregator? An Account Aggregator (AA) is a type of RBI regulated entity that helps an individual share information securely from financial institution(s) to any other regulated financial institution/intermediary. Data can only be shared with […]

“Women should be financially independent. It doesn’t matter who your father is, doesn’t matter who your brother is, doesn’t matter who the man in your life is, you need to be responsible for your finances and be financially independent “Priyanka Chopra” The role of women in society is changing. The number of educated girls is increasing and they are coming out with flying colours in every sphere of life. They are now career-oriented and are being commissioned into Defence & even Flying Combat Aircraft which were once upon a time dominated by males. Indian born Dr Swati Mohan recently led […]

The role of women in the society is changing. The number of educated girls are increasing and they are coming out with flying colors in the competitive examinations. They are now career oriented and venturing into areas which were once upon a time were dominated by males. It has provided them with opportunity for financial independence. It is high time women participate in Family’s financial decisions for the following reasons; (1)   More life to live- In old age; women largely depend financially on their spouses. But, with life expectancy of women being higher than men, it is advisable to put in place […]