VIKRAM RAO

Insights

Plain-English Thoughts on Money

No jargon, no clickbait. Just honest perspectives on insurance, investing, and financial planning from 12 years of working with families.

Insurance5 min read

Why Term Insurance Is the Only Life Insurance You Need

Most families are over-insured with wrong products and under-insured where it matters. Here's how to fix that in 30 minutes.

Investing4 min read

The Real Cost of Delaying Your SIP by 5 Years

₹1.4 Cr difference. Same monthly investment. Just 5 years later. The math is brutal.

Insurance6 min read

Health Insurance Mistakes I See Every Week

From choosing the cheapest plan to ignoring sub-limits — these 5 mistakes cost families lakhs during emergencies.

Tax Planning7 min read

NPS vs PPF vs ELSS: Which One Actually Wins?

Spoiler: the answer depends on your tax bracket, age, and when you need the money.

Planning5 min read

What "Financial Freedom" Actually Means (It's Not ₹10 Cr)

Freedom isn't a number. It's when your passive income covers your monthly expenses. Here's how to calculate yours.

Planning3 min read

The 5 Questions I Ask Every New Client

Before I look at a single policy or statement, I ask these questions. Your answers tell me more than any portfolio ever could.

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