Give me a place to stand, and a lever long enough, and I will move the world.
Dear Friends, this time round, I am taking a break from writing the usual stuff, to first tell you that yesterday Jan 12, 2014 Soham Financial Planners has officially completed 2 years. Thanks for all your support, because that it only that keeps us going.
I will also like to announce that after working for 9+ years in corporate world, I have finally said bye bye and held God’s little finger to take the plunge by coming full time into my business. From my first post that I just wrote a couple of years back to educate my friends on tax savings, to 120+ posts as of today, I feel we have come some way but there is long long way to go!
But at the same time, there is also a realisation that there is a higher energy/ intelligence that rules us – as it was said in movie Anand – hum sab rang manch ki katputliya hai:). I will definitely share my story on entrepreneurship shortly on the blog.
During the middle of 2013, my sister also has started assisting me by way of routine activities that free up my time for thinking and researching for post ideas. So, whatever consistency we have been able to manage since past few months, whole credit goes to her for that.
Also, you will be aware that SEBI released its Investment Advisor regulations in 2013 which gives the financial planners two choices – to remain in product distribution, or give fee-only advice without any product selling. We reflected on our business and where we can add value and finally came to a conclusion that we will operate as fee-only advisor.
Hence, we have surrendered our mutual fund license and have applied as an “Investment Advisor” to SEBI. We are awaiting approval and due to that, have temporarily suspended our paid services. Once we get an approval, we will notify you and will look forward to serving you.
These couple of months are a moment of silent reflection for us – on how we can create “impact” in reader’s lives, how can we improve our quality of posts, how we can reach more and more people and create financial awareness in them, how we can design our paid services so that it actually reaches the middle class families who need them the most – in this regard, your suggestions/ comments/ feedback will be really really helpful and we will request you to please share the same.
Also, the blog and the business exists because of YOU – the readers! If you are not there, the business cannot run for a second. Hence, to commemorate our second birthday and as a gift for your continued support, we are launching a 400+ PAGE FREE E-BOOK which represents our hard work of 3 years in researching and writing the blog.
You can download the e-book by registering on our website here.
By registering, apart from getting the 400+ pages of extremely useful content to plan your financial life, you will also get our monthly newsletter on latest updates on personal finance as well as new post updates by e-mail.
We hope you like our gift – do share your feedback in “comments” section below, you can also e-mail us at firstname.lastname@example.org
Thank you again, we are fortunate to create a small impact in society and serving you through this medium. We look forward to your continued support in times to come.