Corporate Executives
As fancy as it may sound the post of a vice president, COO or a senior manager and all such designations at mid and senior level in a corporate come with immense work load. After working 12 to 15 hours a day, travelling frequently, barely getting the weekends off, there may be no time left to manage finances leave alone making a detailed goal based plan. Read More
Professionals
Building your own practice and client base as a doctor, advocate, architect or any other professional means balancing your day-to-day work with attending regular conferences and seminars, and constantly updating yourself to keep pace with the changing world. It is surely rewarding both monetarily as well as professionally. But the reward comes at a price and the price is your time and effort. As you toil along, there may be hardly any time left to pay attention to securing your own future financially. Read More
Entrepreneurs
While being an Entrepreneur might be the buzz word, the responsibilty that comes with being one is beyond imagination. The entire focus of a business owner is to keep the business steady, earn maximum possible profits while ensuring that the stakeholders are happy. Read More
NRIs
Why would a Non Resident India want to invest in India? Some of the reasons are proximity, familarity and sentiments. The other reasons could be India’s robust and emerging economy, a wealth of opportunity in the still under penetrated equity markets, ease of remittances and a great case of diversification. Read More
Retirees
What does being retired mean to you? Does it bring in anxiety and worries of how you will manage without an active income? Or does it bring a promise of the beautiful golden days, time with your spouse, stress free mornings and the vision of the life never lived? Read More
Homemakers
Most of us feel that we only need to plan our finances and secure our financial future if we are earning. Well, that’s not true. Homemakers form the backbone of every household, managing home, children, budgeting for household expenses. They are an indespensible cog to any household’s machinery. Read More
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Bodhi Tree Wealth is a brand owned by Manish Gulati. Manish Gulati is a CFP® and a QPFP®. We are AMFI registered Mutual Fund Distributor.