4 smart questions to ask before investing your money
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PLEASE EXCUSE ME IF...


  1. You have a time frame of less than 10 years for your investments.
  2. You have business liabilities, rotating credit card bills or personal borrowings made to fund consumption expenses.
  3. You expect steady returns and cannot stand any drop in the value of your investments at any point in time.
  4. You expect more than 14% returns on your investments.
  5. You expect no more than 7% - 8% returns.
  6. You already have an adviser who communicates with you regularly and the only reason you are looking for a change is because the returns on your investments handled by him / her is not satisfactory.
  7. You think this country is no good, everything happening around you is bad and the future looks all bleak. I WON'T BE ABLE TO HELP. I AM SORRY.
  • Help your employees create personal wealth
  • Guide them with unbiased advice on how to manage risk,
  • Invest smartly and grow personally
  • Get an experienced panel of experts help a critical part of your employee engagement initiatives
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Hello I’m
Bhuvanaa Shreeram
I am a Certified Financial Planner (CFP CM), independent wealth consultant, a 'trying to be regular' blogger, passionate teacher and a very involved mom. I help successful but busy corporate executives and first generation entrepreneurs, set for... Continue Reading
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