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Books
Bill and Penny's Money Adventures
Bill and Penny's Money Adventures are a fun medium for kids to learn all about money and learn new concepts such as savings budgeting, investing., taxation, insurance etc. The book will help kids understand the importance of money, why we have it, how we get it, how we can grow it and what else can we do with it with just a little thinking. The Bill and Penny series of entertaining short stories will help your child easily understand the value and uses of money. So go ahead, empower your little one with monetary wisdom at an early age and let her benefit from it as he/she grows up.
The HappyRich Advisor
The HappyRich Advisor book teaches you everything you need to know to grow your financial advisory business and to build a world class firm that you, your clients, your team, and the world will love. In 200+ pages you will get invaluable insights about the future of wealth management and discover opportunities to build an effective enterprise. Everything that you need is well structured and laid out with clear action points for you to grasp and adapt. The book reveals most of the trade secrets of the profession and will transform you into a Real Financial Professional. You will become the best version of yourself by following and actioning out some of the things given in the book.
The Art & Science of Teaching Children About Money
This book equips Parents to take hands on approach to make their children financially literate. You do not have to be a CFO or a savvy money manager. A quick read of the book gives Parents ideas, concepts, and tools that can be used anytime to teach their kids about the basics of money.
The Only Financial Planning Book that you will ever need
When people hear the term, "Financial Planning", they often confuse it with investment planning, portfolio management or tax planning. Some are immediately ptut off, as they simply do not have time to plan. They think of the process as complex and time-consuming, in fact, most believe they should think of a financial plan after they become wealthy. This book shatters many such myths about financial planning and helps you understand what financial planning really is, clears misconceptions, and explains clearly that any money decision is associated with a certain thought process. Most people do financial planning unknowingly and in an unstructured manner whether it is buying insurance, real estate, stocks or taking out a loan. These decisions are taken in isolation without considering the impact of one decision on another. This book takes the reader back to ground zero and all aspects of personal finance and investing and shows how they all roll up into one holistic aspect of life called financial life planning.
Financial Planning for Doctors
Financial literacy is a very important but most neglected area in Schools and Medical Colleges. Indian Doctors are extremely busy and do not have the bandwidth to take a holisitic view of their financial situation. At times they are prone to take a rudimentary or product centric approach when it comes to making prudent choices about money. Most doctors tend to think of financial planning as investment planning or tax planning. This book is an attempt to help doctors understand different aspects of financial planning, importance of holistic financial planning, how to build a brand and business around their medical practice.