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· Juin 29 2m de lecture

Financial Planner in Gurgaon: Your Trusted Financial Partner

#Règles de gestion #Service aux entreprises #Global Masters

Finding a reliable financial planner in Gurgaon can be the key to achieving lasting financial freedom. At The Richness Academy, we combine decades of experience with a personalized touch to deliver comprehensive financial planning in Gurgaon tailored to your unique situation and goals.

Why Hire a Financial Planner in Gurgaon?

A robust financial plan in Gurgaon isn’t just numbers on a spreadsheet—it’s a dedicated roadmap guiding you toward:

  • Wealth growth through smart investment strategies
  • Asset protection via risk management and insurance
  • Tax optimization to maximize take-home income
  • Retirement planning for financial independence
  • Ongoing support to adapt as life changes

Whether you’re a young professional, entrepreneur, single parent, or retiree, a local expert who understands Gurgaon’s unique financial landscape can help you navigate every milestone.

Who We Work With: Tailored Solutions for Gurgaon Residents

1. Entrepreneurs & Business Professionals

In a thriving business hub like Gurgaon, entrepreneurs need financial strategies that cover both personal and corporate finances. We help plan business income, investment diversification, and risk management.

2. Single Parents

Gurgaon’s single parents face unique challenges. We craft practical, goal-oriented plans balancing short-term needs like education and expenses with long-term aspirations such as asset building and retirement.

3. Senior Professionals & Retirees

Transitioning into retirement? Our retirement strategies focus on maintaining your lifestyle, protecting your legacy, and offering peace of mind for your golden years.

The Richness Academy Approach: Holistic & Personalized

  1. In‑Depth Analysis We assess your current finances, aspirations, risk tolerance, and cash flows to build a fully customized plan.
  2. Strategic Planning Combining investments, risk management, tax strategies, and retirement planning to create a cohesive financial blueprint.
  3. Ongoing Guidance Financial planning evolves. With regular reviews and adjustments, your plan stays aligned with your life as it changes.

Start Your Financial Freedom Journey in Gurgaon

Choosing the right financial planner in Gurgaon means working with someone who prioritizes your goals and supports your journey. At The Richness Academy, we’re committed to helping you live a life of abundance and fulfilment—on your terms.

Ready to Take Control?
Contact us today to begin crafting a personalized roadmap toward your financial dreams.

About Taresh Bhatia

I’m Taresh Bhatia—a seasoned Financial Freedom Specialist dedicated to empowering individuals and families across Gurgaon. As the author of The Richness Principles and host of webinars and investor awareness programs, I combine education and consultation to guide you toward financial independence.

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Article
· Juin 28 3m de lecture

Oregon Ethics CPE: Integrity and Trust in the Accounting Profession

#Plateformes #Outils #Ensemble

In today’s rapidly evolving financial environment, Oregon Ethics CPE is about far more than just ticking a box it’s about forming the bedrock of a career characterized by trust, responsibility, and professionalism. For Certified Public Accountants (CPAs) practicing in the state of Oregon, satisfying CPE ethics requirements isn’t just about meeting state standards in statutes and regulations; it’s about upholding core tenets that shape the industry.

Ethics Does Matter…. Good News for CPAs in Oregon

Ethical are the foundation of accounting. Clients, employers and those who rely on CPAs count on us for open, honest and accurate financial advice. Amid an age of economic insecurity, technological disruption and greater regulatory oversight, nothing is more important than ethics.

The Oregon Ethics CPE requirement addresses this pressing requirement by making certain for all time that CPAs remain knowledgeable in both the technical elements and the ethical provisions applicable to their profession. This course design fosters not just enforcement, but deeper analytical thinking of the moral issues, decision making styles, and practical situations CPAs encounter.

What is Oregon Ethics CPE?

All licensed CPAs in Oregon are required by the Oregon Board of Accountancy to take a certain amount of continuing professional education (CPE) in the area of ethics. This is a honking need for two reasons:

To assist CPAs in keeping up with ever-changing ethical requirements, case law and professional practices.

To develop a culture of integrity, fairness and accountability in the accounting profession.

Generally, Oregon CPAs are required to take a set amount of Oregon Ethics CPE every licensing cycle. At least a few of these hours need to be on subject matter that has specifically been approved by the Oregon Board of Accountancy, specifically in the following subjects:

Professional conduct and responsibilities

Regulatory updates relevant to Oregon

Ethical decision-making in complex situations

Examples of real-life ethical dilemmas captured in case studies

Why You Need Oregon Ethics CPE to Boost Your Career

Paying attention, obtaining and fulfilling ethics CPE may seem like just another thing to add to the to do list but it’s a rare opportunity to develop as a professional. By attending Oregon Ethics CPE, you will also gain the following advantages:

Goodwill: By proving your true dedication to ethics, your peers, clients and employers will have a higher esteem for you.

Risk Management: Staying current with ethics helps you avoid negative, career-impacting, legal or regulatory concerns.

Sound Decision- Making: The study of ethics offers tools for dealing with gray areas and making wise decisions based on principles.

Confidence and Competance With a foundation in ethics, CPAs approach their work with increased confidence that the legal and moral standards are in sync.

Finding the Best Oregon Ethics CPE Course

Not all ethics classes are equal. It is important to choose a true, high-quality Oregon Ethics CPE course that meets your state’s Board of Accountancy standards. Look for programs that:

Are approved by the Oregon Board

Add activities and scenarios to make it interactive and real.

Learn from the Pros – experienced mediators who are experts in Oregon Mediation Laws

Adapt to your schedule with flexible course schedules, including online courses

Best-in-class platforms such as Illumeo, that offers extensive board-approved ethics courses, offer easy answers for anyone who is busy but serious about their learning.

Final Thoughts

Oregon Ethics CPE is more than a pro forma requirement –– it’s an investment in your career, reputation, and capacity to serve clients with integrity. Oregon CPAs, through their commitment to ethical education, help to preserve public confidence in the profession, maintain the highest standards and demonstrate their work serves the public well.

Ultimately, it isn’t about what we know, but who we are: the ethical individual is one who embodies the kinds of trust, transparency and commitment to quality that makes the whole business run, not just someone who knows what fsamtpo stands for.

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Article
· Juin 28 3m de lecture

Analytics Cube Definitions and References

#Analytique #Cubes #Modèle de données #MDX #SQL #Conseils et astuces #InterSystems IRIS BI (DeepSee)

Maybe this is well known but wanted to help share.

 

Consider that you have the following persistent class defintions

An Invoice Class with a property reference to Provider

Class Sample.Invoice Extends (%Persistent, %Populate)
{
Parameter DSTIME = "AUTO";
Property InvoiceNumber As %Integer(MINVAL = 100000) [ Required ];
Property ServiceDate As %Date(MINVAL = "+$h-730") [ Required ];
Index InvoiceNumber On InvoiceNumber;
Property Provider As Sample.Provider [ Required ];
Index Provider On Provider [ Type = bitmap ];
/// Build some invoices, this will firstly create 100 Providers
/// <Example>
/// Set tSC=##class(Sample.Invoice).Build()
/// </example>
ClassMethod Build(pCount As %Integer = 100020, pInit As %Boolean = 0) As %Status
{
    #dim tSC 			As %Status=$$$OK
    #dim eException  	As %Exception.AbstractException
    try {
        If pInit {
            $$$THROWONERROR(tSC,##class(Sample.Provider).%KillExtent())
            $$$THROWONERROR(tSC,##class(Sample.Invoice).%KillExtent())
        }
        $$$THROWONERROR(tSC,##class(Sample.Provider).Populate(100))
        $$$THROWONERROR(tSC,##class(Sample.Invoice).Populate(pCount))
    }
    catch eException {
        Set tSC=eException.AsStatus()
    }
    Quit tSC
}
}

and Provider

Class Sample.Provider Extends (%Persistent, %Populate)
{

Property Name As %String [ Required ];
Property NPI As %Integer(MAXVAL = 9000000000, MINVAL = 100000000) [ Required ];
}

If you call the Build method in Sample.Invoice you can query this with SQL

SELECT
InvoiceNumber,Provider->Name, Provider As ProviderId,ServiceDate
FROM Sample.Invoice

and see

The area this article discusses is deciding how to create a dimension on Provider.

What I have found works well is to following this pattern

What this does is 

1. Define the dimension Unique Id on Provider(which is the Id from Sample.Provider).  This is important because it's entirely possible that there is more than one Provider with the name SMITH,JOHN.  By defining the dimension Level on the property Provider we are saying make the dimension table based on a unique Provider.  If we look in the generated dimension table we see

2. Define a Property for the Level that 

 a. Identifies the Property = Provider.Name

 b. Get value at runtime= Yes

 c. Use as member names = Yes

This has the side effect of defining in the dimension table the following Property declaration

/// Dimension property: Name<br/>
/// Source: Provider.Name
Property Name As %String(COLLATION = "SQLUPPER(113)", MAXLEN = 2000) 
[ Calculated, 
SqlComputeCode = {Set {Name}=##class(Sample.BI.Cube.Invoice.Provider).%FetchName({Provider})}, SqlComputed ];

with the %FetchName method looking like

/// Fetch the current value of %FetchName.<br/>
/// Generated by %DeepSee.Generator:%CreateStarTable.
ClassMethod %FetchName(pKey As %String) As %String
{
 // If we don't a value, show key as this is most likely the NULL substitute
 Set tValue=pKey
 &SQL(SELECT Name INTO :tValue FROM Sample.Provider WHERE %ID = :pKey)
 Quit tValue
}

 

What this means is that when a dimension members are retrieved it will return the Provider Name and not the Provider Id.

Using Analyzer we can see

Why is this important?

  1. If the Provider name changes in Sample.Provider the cube does not have to be rebuilt or synchronized.  If we have 100s of millions of invoices and the Provider names changes we dont want to have to rebuild or synchronize the Invoice cube due to a single Provider name change
  2. The Dimension table for Provider is based on the Provider(id) so this allows us to have more than one provider with the same name in the dimension table/cube.

If instead of defining a Dimension Level Property we define the Level Property= Provider.Name this means when the cube is built or syncrhonized 

  1. the dimension unique index is based on Provider.Name which means all of the providers with the same name get aggregated under the same name
  2. If the Provider.Name changes we are required to rebuild the cube
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Question
· Juin 28

"Top 5 Guest Posts That Drive Insight on Motor Insurance"

#Service aux entreprises #Autre

Understanding Motor Insurance

Motor insurance is a policy purchased by vehicle owners to mitigate financial risks resulting from road accidents, theft, or damage. In Pakistan, motor insurance is broadly categorized into two types: Third-Party Liability Insurance – This is the minimum legal requirement. It covers damages or injuries caused by your vehicle to another person or their property. Comprehensive Insurance – This provides broader coverage, including third-party liability, theft, fire, and accidental damage to the insured vehicle.

The Growing Importance of Motor Insurance

With over 4 million registered vehicles in major urban centers like Karachi, Lahore, and Islamabad, road safety has become a growing concern. Increasing incidents of traffic accidents, theft, and natural disasters such as urban flooding have emphasized the need for robust motor insurance. Motor insurance not only protects vehicle owners financially but also reduces the burden on public healthcare and legal systems by streamlining accident-related claims and liabilities.

Challenges in the Sector

Despite its importance, motor insurance in Pakistan faces several challenges:

Lack of Awareness: Many vehicle owners are unaware of their insurance options or the benefits of comprehensive coverage. Trust Deficit: There is a general mistrust of insurance companies, fueled by delayed claim settlements and complex procedures. Limited Digital Penetration: While some insurers have adopted digital platforms, the industry still largely relies on traditional, paper-based processes.

Emerging Trends

The good news is that the sector is evolving. Several insurance companies in Pakistan are now offerinkable

  • Online Policy Issuance and Renewal
  • Cashless Claim Settlements
  • Usage-Based Insurance (UBI) Models
  • Mobile Apps for Claim Tracking

Additionally, the Securities and Exchange Commission of Pakistan (SECP) is working to enhance consumer protection and transparency in the insurance industry.

Tips for Choosing the Right Motor Insurance

If you're considering purchasing or renewing a motor insurance policy, keep the following in mind: Compare Plans: Look at multiple insurers and compare premiums, claim processes, and coverage. Understand the Fine Print: Always read the terms and conditions, especially the exclusions and deductibles. Check Credibility: Choose a licensed insurer with a strong customer service track record.

Conclusion

Motor insurance in Pakistan is more than just a legal formality — it's a critical safety net in a high-risk driving environment. As awareness increases and the industry modernizes, both insurers and consumers have an opportunity to build a safer, more secure future on the roads.

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Article
· Juin 28 3m de lecture

The last day of the InterSystems Ready 2025

#READY 2025 #Summit

Hey Community!

Here's the recap of the final half-day of the InterSystems Ready 2025! It was the last chance to see everyone and say farewell until next time.

It was a warm and energetic closing, with great conversations, smiles, and unforgettable memories!


The final Ready 2025 moment with our amazing team!

And, of course, let’s say a huge THANK YOU to a godmother of the Ready 2025, @Maureen Flaherty! You and your team are the best! Here we are together with @Enrico Parisi.

@Patrick Sulin dropped by Developer Cmmunity table:

And @Yuri Marx

Caught @Scott Roth outside the Tech Exchange

And @Sergei Shutov 

My golf buddy @Anzelem Sanyatwe also came to spin the wheel of fortune. And Luc Chatty dropped by.

We went to visit the source of great ribbons. Here are @Iryna Mykhailova, @Macey Minor, @Andre Ribera, @Anastasia Dyubaylo 

 

It was also time for the winners of the AI Programming Contest to present their AI agentic applications!

@Sergei Shutov talked about AI Agents as First-Class Citizens in InterSystems IRIS:

@Eric Fortenberry presented "A Minimalist View of AI: Exploring Embeddings and Vector Search with EasyBot":

@Yuri Marx spoke about Natural Language Control of IRIS:

@Muhammad Waseem talked about Next generation of autonomous AI Agentic Applications:

@Henry Pereira, @Henrique Dias, and @José Pereira got hid by all the people who came to listen "Command the Crew - create an AI crew to automate your work" presentation:

@Victor Naroditskiy explained how Developer Community AI works:

Also, on the other tables people carried out other presentations. For example, @Guillaume Rongier talked about Python:

Let's leave Tech Exchange and see what was going on at the DC sessions. @Ben Spead, @Hannah Sullivan, @Victor Naroditskiy, and @Dean Andrews talked about using SerenityGPT to build GenAI middleware:

And, of course, the main session of the Ready 2025 - InterSystems Developer Ecosystem: new resources and tools you need to know. @Dean Andrews and @Anastasia Dyubaylo gave an overview of all the updates to the DC Ecosystem:

Afterwards, @David Reche checked how attentively everyone was listening by leading the Kahoot! game. Please welcome the winners: @Vishal Pallerla, @Rochael Ribeiro and @Jason Morgan. Congratulations! We hope you enjoy your prize!

@Juliana Yamao Modesto, @Derek Gervais, @Rochael Ribeiro, @Katia Neves, @Anastasia Dyubaylo, @Dean Andrews, @Enrico Parisi, @Vishal Pallerla, @Eduard Lebedyuk

On this happy note, I promised last time to tell you who was the only verified person who answered all the quiz questions correctly at the DC table. And it was @Asaf Sinay! Congratulations! @Olga Zavrazhnova and the whole Global Masters team are happy that so many people came and tried to master it. If you're interested to do a quiz, here's the link. And if you want to answer more quiz questions, you can find them on Global Masters!

 

Talking about Global Masters and quizzes, you can't skip the most popular reward 😁 No summit goes by without someone showing me their Developer Community socks 🤣

As you can see, the Brazilian DC team is very happy: @Rochael Ribeiro, @Juliana Yamao Modesto. @Danusa Calixto and @Heloisa Paiva we really missed you - with you, the Portuguese Developer Community team would've been complete!

This was almost the end of the Ready 2025 and it's the end of my story.

The rumor is, the next summit will take place in April in Washington, D.C. Put it in your calendar not to double book, you know you want to! 

See you next year!

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