Emergency Fund Placement Options for MFD Client Portfolios
Determine emergency fund size first, then match instruments to each bucket's access needs.
Preethi Rajan-Nair
Financial Planning Correspondent
Preethi Rajan-Nair
A CFP charterholder based in Kochi, Preethi spent nearly a decade advising HNI and mass-affluent clients before turning to financial journalism in 2019. She translates complex goal-based planning frameworks into actionable guidance for both advisors and end investors.
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SIP Stoppage Detection and Reactivation in Client Portfolios
Stopped SIPs hold capital; advisors who understand why can save relationships.
Preethi Rajan-Nair