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Shruti Arora

I am a CERTIFIED FINANCIAL PLANNER & have worked at Banking and Non-banking Financial Companies.

October 2017

What is a Systematic Withdrawal Plan?

Are you planning to take a sabbatical from work? Or maybe you are thinking of quitting your full-time job to start something of your own? Or maybe retirement is just around the corner? Then obviously your main concern right now will be to replace that steady and regular income inflow so that your budget and […]

How To Invest a Lump Sum Amount

So, you won the lottery? Congrats! Or a great-uncle left you a sizable inheritance? Or you sold an ancestral property? For many people this sudden increase in wealth causes more problems than comfort. This is because after receiving huge windfalls, people either get confused as to what to do with this money, or worse they […]

Investment Mistakes To Avoid (Part 2: While Investing)

Part Two of a 3-Part Series. As discussed in Part 1 of this series, I will be covering common investment mistakes made during different stages of the investment journey. I have divided the investment planning journey into three different stages: Initial Stage (Before Investing) – where you have not yet started any investment process. Second […]

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Riches Await

Investment principles, strategies & discipline

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