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Blogs

Our insights on financial planning and personal finance

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February 3rd 2026 by Naveen Julian Rego – CFP®

Personal Financial Planning Takeaways from Union Budget 2026
Personal Financial Planning Takeaways from Union Budget 2026

January 27th 2026 by Naveen Julian Rego – CFP®

Where should entrepreneurs put their money?
Where should entrepreneurs put their money?

January 21st 2026 by Naveen Julian Rego – CFP®

Why Discipline Beats Prediction?
Why Discipline Beats Prediction?

January 16th 2026 by Naveen Julian Rego – CFP®

The Lure of “Assured” Returns
The Lure of “Assured” Returns

January 13th 2026 by Naveen Julian Rego – CFP®

Why a Fee-Only Advisor Sometimes Tells You to Take Less Risk, Not More
Why a Fee-Only Advisor Sometimes Tells You to Take Less Risk, Not More

January 8th 2026 by Naveen Julian Rego – CFP®

Grateful for Your Trust — Wishing You a Beautiful 2026

January 7th 2026 by Naveen Julian Rego – CFP®

The Price of Asset Allocation
The Price of Asset Allocation

December 16th 2025 by Naveen Julian Rego – CFP®

Top 10 Sure-Shot Ways to Lose Money in 2026 (For those who believe wealth creation is overrated)
Top 10 Sure-Shot Ways to Lose Money in 2026 (For those who believe wealth creation is overrated)

December 3rd 2025 by Naveen Julian Rego – CFP®

The Illusion of “Assured 12% Returns”
The Illusion of “Assured 12% Returns”

November 27th 2025 by Naveen Julian Rego – CFP®

What Is the Real Cost of Financial Advice?
What Is the Real Cost of Financial Advice?

November 12th 2025 by Naveen Julian Rego – CFP®

Do Mutual Funds Really Make Investing Simple?
Do Mutual Funds Really Make Investing Simple?

November 8th 2025 by Naveen Julian Rego – CFP®

Are Your Financial Brakes Working?

November 4th 2025 by Naveen Julian Rego – CFP®

“Market Kya Lagta Hai?” – The Question That Never Gets Old
“Market Kya Lagta Hai?” – The Question That Never Gets Old

October 31st 2025 by Naveen Julian Rego CFP®

If You Don’t Know Where You’re Going – Every Road Leads You There
If You Don’t Know Where You’re Going – Every Road Leads You There

October 25th 2025 by Naveen Julian Rego CFP®

Housing Loan — A Perspective for Young Earners

October 15th 2025 by Naveen Julian Rego CFP®

No Free Lunch in Financial Advice

October 14th 2025 by Naveen Julian Rego CFP®

Investment In Gold

October 11th 2025 by Naveen Julian Rego CFP®

Skill or Luck?

September 22nd 2025 by Naveen Julian Rego CFP®

Importance of Diversification
Importance of Diversification

September 18th 2025 by Naveen Julian Rego CFP®

Noise and Expertise
Noise and Expertise

September 15th 2025 by Naveen Julian Rego CFP®

Price of Good Advice

September 13th 2025 by Naveen Julian Rego CFP®

Interesting Financial Planning Products
Interesting Financial Planning Products

June 16th 2025 by Naveen Julian Rego CFP®

What If I Don’t Wake Up Tomorrow Morning?
What If I Don’t Wake Up Tomorrow Morning?

June 10th 2025 by Naveen Julian Rego CFP®

Points to Note while selecting a Financial Adviser
Points to Note while selecting a Financial Adviser

June 7th 2025 by Naveen Julian Rego CFP®

The Hidden Value of “Hold” Advice in Financial Planning

May 17th 2025 by Naveen Julian Rego CFP®

A Thought from My Time Off

February 24th 2025 by Naveen Julian Rego CFP®

Interesting Investment Products

February 6th 2025 by Naveen Julian Rego CFP®

Taxation on Debt and short term Mutual Funds in India

February 6th 2025 by Naveen Julian Rego CFP®

Personal Finance and Union Budget 2025

October 24th 2024 by Naveen Julian Rego CFP®

Managing Personal Finances

September 13th 2024 by Naveen Julian Rego CFP®

Personal Insurance Planning

September 2nd 2024 by Naveen Julian Rego CFP®

Risk to your Personal Finances

August 29th 2024 by Naveen Julian Rego CFP®

Personal finance and Union Budget 2024

August 30th 2023 by Naveen Julian Rego CFP®

Investment Ideas

July 17th 2023 by Naveen Julian Rego CFP®

20 Years Investment Journey

March 8th 2023 by Naveen Julian Rego CFP®

Liquidity Management with Liquid and Overnight Mutual Funds

February 7th 2023 by Naveen Julian Rego CFP®

Budget and Me

June 7th 2022 by Naveen Julian Rego CFP®

Interesting Investment Products

May 10th 2022 by Naveen Julian Rego CFP®

Focus on the big picture

May 10th 2022 by Naveen Julian Rego CFP®

The costs of Investing- Are you Penny Wise and Pound Foolish?

May 10th 2022 by Naveen Julian Rego CFP®

Important points for Returning NRIs

May 10th 2022 by Naveen Julian Rego CFP®

Regular Income Options for Senior Citizens

April 28th 2022 by Naveen Julian Rego CFP®

YOUNGSTERS & SAVINGS

April 13th 2022 by Naveen Julian Rego

Debt and Conservative Mutual Funds an excellent tax efficient alternative to Banking products
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Recent Blogs
Personal Financial Planning Takeaways from Union Budget 2026
February 3rd 2026
Personal Financial Planning Takeaways from Union B...
by Naveen Julian Rego – CFP®
Where should entrepreneurs put their money?
January 27th 2026
Where should entrepreneurs put their money?
by Naveen Julian Rego – CFP®
Why Discipline Beats Prediction?
January 21st 2026
Why Discipline Beats Prediction?
by Naveen Julian Rego – CFP®
The Lure of “Assured” Returns
January 16th 2026
The Lure of “Assured” Returns
by Naveen Julian Rego – CFP®
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