Guides for advisers.

Short, practical reads on planning, protection, and the conversations that win and keep clients.

A practical guide to reading the five-pillar health score and using it to lead and prioritise client conversations.

A practical guide for Indian advisers on keeping protection and investment separate, and explaining it to a mis-sold client.

A practical guide to using step-up SIPs so hesitant clients can start small today and still reach their goal.

A practical framework for advisers to decide when a client should prepay a loan versus invest the spare money instead.

A practical guide to sizing life cover for Indian clients using income, human life value and needs-based methods.

A practical adviser's guide to sizing, parking, building and protecting a client's emergency fund in the Indian context.

A practical framework for advisers to size a retirement corpus from income, inflation and longevity, then bridge the gap with a monthly SIP.

A practical guide to allocating each client goal by time horizon and risk capacity, not one blanket number for the whole portfolio.

A practical guide to sizing, funding and protecting a child's education and wedding goals without sacrificing your client's retirement.

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