I do a lot of training for IFAs – here are somethings that they wish they could tell their clients: – If you can find all the answers on the net, please ask that website to get you a printout of your portfolio when you want, why should I call the fund house? – It [...]
Today is Micchami Dukkadam – the Jain way of saying ” To commit mistakes is human, hence I request your Forgiveness, if I have hurt you unintentionally by my words or Action”. Like the American concept of Thanksgiving this too is a fantastic concept. It actually makes you introspect on all the negative actions that [...]
I have been a big proponent of financial education, but I hope you understand its limitations. Let me explain. Finance has changed over the past 100 years. In fact the changes in the past 10 years could perhaps be greater than the changes in the past 90 years before the last decade. Now if you [...]
Well frankly I do not know whether it is a good time to invest in gold or a great time to get out of gold. But let us look at the obvious reasons to buy or sell. Obvious reasons to buy: 1. The world is busy printing money so value of currencies will fall but [...]
I recently addressed some IFAs for a Mutual fund house. There were many of them present there – and I met a nice senior person who had spent 3 decades had 3 offices to offer financial services. He was doing very well and continues to do well. In some cases he is now servicing the [...]
If you are a little confused about the title of this story, well you should not be. Many people confuse cheap to be inexpensive. Wrong. Cheap is normally meant to denote quality, inexpensive to describe price. Here is a great life insurance agent who met a client. Unfortunately I had not known her client…I met [...]