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An Introduction to Estate Planning and How to Get Started
Estate Planning

An Introduction to Estate Planning and How to Get Started

ByVenkateshwaran Subramanian January 8, 2023January 16, 2023

Estate planning is the process of organizing the distribution of your assets and taking steps to safeguard them after your death. This includes providing for your loved ones and making…

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Ten important factors while purchasing a laptop
Cashflow planning

Ten important factors while purchasing a laptop

ByVenkateshwaran Subramanian October 5, 2022October 6, 2022

What does purchasing a laptop have to do with financial planning? Ideally a laptop purchase is planned well in advance and done before the current laptop becomes obsolete or too…

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Prioritise personal financial goals using cash flow modelling
Financial Planning

Prioritise personal financial goals using cash flow modelling

ByVenkateshwaran Subramanian July 29, 2022July 30, 2022

Cash flow forecasting gives a 360 degree view of your personal finances enabling you to prioritise financial goals to meet your present and future financial commitments, needs and wants. What is…

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6 Essential personal finance basics explained
Financial Planning Risk Management

6 Essential personal finance basics explained

ByVenkateshwaran Subramanian May 15, 2020August 2, 2022

Six weeks into the COVID-19 lockdown and its associated uncertainties. Personal finance basics couldn’t be any more important. Spending on essentials only. Zero spending on lifestyle expenses for 40 days….

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Opt for the new Income tax regime or continue with the old one
Tax Planning Financial Planning

Opt for the new Income tax regime or continue with the old one

ByVenkateshwaran Subramanian February 13, 2020February 1, 2023

Finance bill 2020 provides two options while paying Income tax from F.Y. 2020-21 i.e. Assessment year 2021-22 onwards. How does a resident individual choose an option? Should the individual choose…

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What is Lifestyle Inflation ?
Financial Planning Inflation

What is Lifestyle Inflation ?

ByVenkateshwaran Subramanian June 20, 2019May 15, 2020

You know you have arrived when you get a fat increase in your salary and look for different ways to spend it. After all, you feel “I deserve it after…

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RIA registration details

  • Venkateshwaran Subramanian is a SEBI Registered Investment Adviser (IA) and a CFP Professional
  • RIA certificate no - INA000012175
  • Registration issued on - 23/12/2018
  • Validity - Perpetual
  • Type of RIA registration - Individual

DISCLAIMER: Registration granted by SEBI, membership of BASL (in case of IAs)  and  certification  from  NISM  in  no  way  guarantee  performance  of  the intermediary or provide any assurance of returns to investors.

Standard warning:

Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

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