the week beginning 22nd April is pretty busy for me… on 24th I am at the Voyage on 27th is a book reading session followed by a session for doctors. Normally I do sessions for doctors which are paid for by some pharma company. This time it is a mutual fund that I am doing […]

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Your IFA – Independent Financial Adviser – has to be really INDEPENDENT – check out if it is so. If you are say 55 years of age and a successful doctor (or lawyer, or CA or….) and go to a 28 year old IFA, is he really able to stand up to you? I know […]

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The toughest thing to manage in a portfolio is the EGO of the investor. Every investor feels “he has managed the portfolio”. Even I used to think so till I read that “to be a good investor you need a full time job that keeps you busy”. It is true. If I had nothing else […]

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One good thing happening over the last few years is that a lot of personal financial writing is happening…and many of them are known to each other! Yours financially is a book which was lying in my shelf for a real long time…and I was supposed to read it long ago – 2017 to be […]

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Let me ask a basic question. Can a mutual fund invest in a bank fixed deposit? What about a fixed deposit in say Tata Steel? No. Basics of mutual fund investing is that  a mutual fund should invest only in “marketable securities”. Marketable securities means something which can be sold in the market without recourse […]

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Most people who are looking for advice on the internet have no clue about the adviser. That is a disaster. The advise that I can give you if I know you is far, far superior to what I can tell you if I knew you. Recently one person chased me for advice and reached my […]

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