If there’s one thing you notice about Roopa Venkatkrishnan, it is her ability to make you feel comfortable.

A financial plan is a road map to help people achieve their goals and this also applies to their retirement years

The mutual fund industry is close to garner Rs 20 trillion of Asset Under Management (AUM) but the distributor community is grappling with the new proposed rules laid by the Securities Exchange Board of India (Sebi)

Each family requires somebody to service them not just on the paper filling part but also the emotional part and knowledge part, Dhruv Mehta, chairman, Foundation of Independent Financial Advisors