Archive for April, 2008

Should you have a Portfolio Manager for yourself?

If people think (or know) that you have some connection to the stock markets, they do turn to you with queries. One of the questions that I am asked – for the past 3-4 years has been “Do I need to hand over my money to a Portfolio Manager?” Whether an investor would benefit from [...]

charitable giving in the mythology

Continuing my Art of giving, I decided to look into our mythology to find some interesting stories. The first story that I was reminded of was a story of Duryodhana, Karna and Lord Krishna. Duryodhana was a big hearted guy and did a lot of charity. However, he was a little upset that only Karna [...]

what is wealth? what is a wealth mindset?

I could have easily adopted the text book method of defining wealth – and there are many available. Instead let us look at mindsets. It starts from the basic question of “Why do we borrow?” Most of us will today not need to borrow to buy a VCD or a television (did you note we [...]

The Art of giving!

I met a person over lunch on Saturday. He works miracles. He is a part of a movement called akshayapatra. They do have a website and is http://www.akshayapatra.org. The amazing things this organisation does is actually very simple – they feed upwards of 8.5 million children EVERYDAY. Come to think of this. 8.5 million children [...]

SIP: Best way to Mutual fund invesments?

It is now fashionable for people in the media to write about SIP. I remember in 1998-9 when some of us went around talking about SIP people would look at us in disbelief. Suraj Kaeley who was then with Templeton would go around meeting investors and talking about SIP. We would call him “SIP Suraj”. [...]

Spouse’s wedding expenses!

I do a lot of training and little of teaching. Normally i refrain from sharing their answer sheets. However, some were just too hilarious. The answer for a question “What are the common mistakes a person does while planning his retirement” was SPENDING TOO MUCH MONEY AT SPOUSE’S WEDDING!! – actually it comes from the [...]