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Investment Planning

Financial Freedom Is More Than a Paycheck — Are You Ready?

August 15, 2025 CA. Kalpesh Karia
llustration showing financial planning and growth with upward graph, Indian Rupee symbol, and wallet, representing retirement planning and financial literacy in India.

Are you truly living financially free? Financial freedom is not just about earning a high salary — it’s about having a plan for every stage of life. As a Chartered Accountant, I believe we have Read more […]

Categories Investment Planning, Personal Finance, Retirement Planning Tags Personal Finance Leave a comment

How to Identify Quality Stocks?

May 29, 2025 CA. Kalpesh Karia

You don’t need fancy degrees or years of experience to identify good companies—just a solid understanding of publicly available financial data. The objective of this post is to share ideas on how Read more […]

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How many people in India are investing in mutual fund?

March 14, 2023 CA. Kalpesh Karia
How many people in India are investing in mutual fund?

It is an obvious question to ask How many people in India are investing in mutual fund out of Total population of 140 cr. According to AMFI website as on 28th Feb,2023 , there are a total 14.42 cr Mutual Read more […]

Categories Investment Planning, Personal Finance Tags Personal Finance Leave a comment

What is Sovereign Gold Bond and how it works?

March 10, 2023March 7, 2023 CA. Kalpesh Karia
What is sovereign gold Bond

In India we are always in love with gold. With change of time and technology , there are options available to buy gold digitally instead of paying making charges or taking hassle for storage . Sovereign Read more […]

Categories Finance, Investment Planning, Personal Finance Tags Personal Finance Leave a comment

What is the simplest investment strategy?

February 21, 2023February 21, 2023 CA. Kalpesh Karia
What is the simplest investment strategy

There is no free lunch ! Direct Investment through Equity or Mutual Fund may not be a good idea for all investors . This post will provide a clear idea ,What is the simplest investment strategy? YouTuber Read more […]

Categories Investment Planning, Personal Finance Tags Personal Finance 3 Comments

What are different types of Mutual Funds?

November 23, 2022 CA. Kalpesh Karia
Types of Mutual Funds

Today there are more than 2500 mutual funds schemes and 44 Mutual Funds Houses or Asset Management companies (AMC) in India . Think of a situation for normal people who have never invested in such a product. Read more […]

Categories Finance, Investment Planning, Personal Finance Tags Mutual Fund, Personal Finance Leave a comment
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