There are many people who are confident that they can manage their money without any advice (Baba Google ki jai ho). There are many who think that they need an adviser. I am not here to argue either way, but I have seen portfolios – some destroyed by an adviser, and some destroyed by a […]

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  Financial Risk Manager (FRM) refers to a professional designation issued by the¬†Global Association of Risk Professionals¬†(GARP). The FRM exam consists of two parts, Part I and Part II. The FRM Exam covers the application of risk management tools and techniques to the investment management process. Who should take FRM: It is suitable for individuals […]

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When it comes to investing- are you conservative or liberal or brave? Oops did i introduce a new word in your investment dictionary? We have been led to believe that if you are a conservative investor we should invest more in bonds and less in equities. Right? Well, for a Rakesh Jhunjhunwala who understands equity, […]

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When the regulators talk about Mis-selling, the first person (and the last person!) who is blamed is the ‘agent’ who comes to collect the Rs. 2000 (or Rs. 200,000) – loosely called ‘agent’ or ‘adviser’ or whatever. Who creates the market for him (or her)? To start with it is marketing. They get “influencers” – […]

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the big new edition is here!! https://amzn.to/2IfiHz1   you can buy it in amazon…for starters…and here is the pre-launch offer…take it…!! Post Footer automatically generated by Add Post Footer Plugin for wordpress.

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The biggest question in retirement planning is “does your spouse know what is your retirement plan”? State Bank of India used to conduct (I have no clue whether they still do) retirement planning sessions for their higher levels of management. The people who were 2 years away from retirement were allowed to attend this program. […]

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a few days ago I wrote some 4-5 points on deadly investment mistakes that have ruined wealth…here are a few more… Investing in a high flyer company: when things go wrong all his businesses are impacted. So if say Vijay Mallaya had an Nbfc do you think the airline failure would not have impacted that? […]

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