Editors call us when personal finance needs explaining

Twelve national mastheads have published our founders on mutual funds, retirement, insurance and tax — in English and in Tamil, since 2000. Nothing on this page is paid placement; every piece was commissioned or quoted on request.

Mastheads have published or quoted our founders — earned coverage, never sponsored.

Bylined articles and expert comments, every one linked in the archive below so you can verify it.

Languages — English and Tamil — across print, digital, television and podcasts.

CNBC TV18 named us Best Performing Advisor, South India, judged by ICRA.

The three pieces editors reference most

Each began as a client question, was published nationally, and still gets cited back to us by journalists.

Should you invest in a mutual fund or a bank fixed deposit?

Where the money should sit for the return you actually need, and the tax difference most savers miss.

Expert comment

Are you investing in the best performing mutual fund?

Why last year’s chart-topper is rarely next year’s, and what to look at instead of the rank.

Bylined column

Tamil-language columns on saving and investing

A regular readership in Tamil Nadu, covering household budgets, gold and retirement corpus questions.

Recurring column

The ultimate workbook to create wealth milestones that will inspire you into action

The ultimate workbook to create wealth milestones that will inspire you into action

A workbook for achievers — the milestone-setting exercises we run with clients, written up so you can work through them yourself.

Every article, column and interview, by publication

Business Today · Money Today

How to invest for grandchildren?

Dedicatedly insured

Working on a personal finance story?

Both founders are CFP-certified wealth managers with 25 years in the market, and comment on the record — attributable, with data, and inside your deadline.

Email the founders →

Topics we comment on

Mutual funds and SIPs, retirement corpus planning, insurance myths, tax-saving instruments, NRI investing.

Languages

English and Tamil, for print, digital, television and podcasts.

Credentials

MBA, CFP and B.Com, CFP — AMFI Registered Mutual Fund Distributor, ARN 4188.

Turnaround

Written quotes usually the same working day; call us on +91-44-4203-0722 if you’re on deadline.

Insights & Interviews

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