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A little knowledge.
A clearer decision.

Short guides and practical checklists for your investments, insurance and claims.

FROM THE DESK

What we are
watching this week.

Short notes from the advisers, posted as they happen.

An investing case study showing a 32-year-old professional’s journey towards a ₹9 crore corpus, along with seven lessons on disciplined, long-term wealth creation.View full size
An investing case study showing a 32-year-old professional’s journey towards a ₹9 crore corpus, along with seven lessons on disciplined, long-term wealth creation.
₹9 Crore by 32 — Without Chasing the “Best” FundOpen original ↗
6 October 2026

₹9 Crore by 32 — Without Chasing the “Best” Fund

This investor’s journey is a reminder that wealth creation is often less about finding the “perfect” investment and more about building the right habits. As income grew, he increased his investments, kept lifestyle inflation under control and stayed consistent through market ups and downs. The key takeaway: start early, step up when income rises, diversify and give compounding enough time to work. Individual outcomes will differ, but the discipline behind the journey is worth learning from.

An artistic illustration of Mahatma Gandhi walking towards a sunrise, with a growing plant, upward chart, protection shield and family-home symbols representing disciplined investing, financial protecView full size
An artistic illustration of Mahatma Gandhi walking towards a sunrise, with a growing plant, upward chart, protection shield and family-home symbols representing disciplined investing, financial protec
What Gandhiji’s Principles Can Teach Us About MoneyOpen original ↗
2 October 2026

What Gandhiji’s Principles Can Teach Us About Money

Gandhiji’s principles of simplicity, discipline and self-reliance can inspire the way we approach our finances too. Keep investing simple, stay disciplined through market cycles, and build steadily towards financial independence.

Radiant advisory desk

Salary Credited? Don’t Spend Before You See This!

Salary credited… but what happens next? EMI → Shopping → Bills → and then we think about investing. What if you changed the order? Salary → Invest → Spend This video explains a simple payday habit that can help bring discipline to your monthly SIP and financial planning.

Salary Credited? Don’t Spend Before You See This! 😳 #shorts

Radiant Wealth | Mutual Funds, Insurance & Claims

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Nasdaq 100 investment options available to Indian investors, comparing 1-year returns of different funds and highlighting what to check before investing.View full size
Nasdaq 100 investment options available to Indian investors, comparing 1-year returns of different funds and highlighting what to check before investing.
Nasdaq at an All-Time High — How Can You Invest?Open original ↗
29 September 2026

Nasdaq at an All-Time High — How Can You Invest?

Nasdaq is near record highs, but that doesn’t necessarily mean you need to stay away. Indian investors can get Nasdaq 100 exposure through mutual funds and ETFs—but check whether the fund is accepting fresh investments and whether an ETF is trading at a large premium to its NAV before investing.

Radiant advisory desk

Insurance Claim Rejected? Don’t Panic — Do This First!

Insurance claim rejected? Learn what to do if your health insurance claim is rejected, delayed or stuck. Understand the insurance claim process, claim settlement process and documents required for an insurance claim. What should you do when an insurance company rejects your claim? In this video, we explain the insurance claim process in India and the important steps you should take before proceeding with your claim.

Insurance Claim Rejected? Don’t Panic — Do This First! #shorts

Radiant Wealth | Mutual Funds, Insurance & Claims

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Market snapshot comparing Nifty’s one-month decline with the 1-month, 3-month and 12-month returns of selected large-cap, mid-cap and small-cap mutual funds, highlighting mutual fund diversification,View full size
Market snapshot comparing Nifty’s one-month decline with the 1-month, 3-month and 12-month returns of selected large-cap, mid-cap and small-cap mutual funds, highlighting mutual fund diversification,
Nifty Down 2.7% in a Month — But Not Every Mutual Fund FellOpen original ↗
26 September 2026

Nifty Down 2.7% in a Month — But Not Every Mutual Fund Fell

The Nifty has declined around 2.7% over the past month, but mutual fund returns have not moved in the same direction. Different fund categories and portfolios can behave differently during market corrections, highlighting the importance of diversification, fund selection and regular portfolio review.

Radiant advisory desk

₹3,000 SIP Can Become ₹15 Lakh? The Math Will Surprise You!

₹3,000 per month may not look like a big investment. But if you continue a ₹3,000 SIP for 15 years, the power of long-term investing can make the numbers look very different. At an assumed return of 12% p.a., the illustration can potentially grow to around ₹15 lakh. The important lesson is not the exact return — it is time + consistency + compounding. Start small. Stay consistent. Give your investments time.

₹3,000 SIP Can Become ₹15 Lakh? The Math Will Surprise You! #shorts

Radiant Wealth | Mutual Funds, Insurance & Claims

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KNOWLEDGE CENTRE

Start where you are.
Build from there.

KEEP THE ESSENTIALS

A useful checklist.
Ready when you need it.

PDF / 1 PAGE

Portfolio Review Checklist

Goals, allocation, overlap, costs and questions for your review.

Download checklist ↓PDF / 1 PAGE

Policy Review Checklist

Details, cover, conditions and questions to check before a policy discussion.

Download checklist ↓PDF / 1 PAGE

Claim Documentation Checklist

Build a clear timeline and organise supporting records for review.

Download checklist ↓

Educational checklists. Requirements vary by policy, insurer and claim.

EXPLORE A QUESTION

Useful reading.
At your own pace.

Educational only — no stock calls, fund ratings or forecasts.

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