Just finished what could have been India’s first (or one of the earlier) training sessions for the NISM exams. Was there conducting the first sessions of the Amfi training in 2002 – took the exam in April…and started doing the training in the month of May. Do not see much difference in the syllabus – […]
I have answered this question many times over…here is an article that I did for a magazine called Money Mantra…. MM is a nice mag with a brave editor …he writes about things which other editors are not too keen to write. so read on…http://www.moneymantra.co.in/cover_story.html it is the cover story……of course I had done an […]
What are the secrets of a successful insurance agent: (the insurance agent normally means the life insurance agent). These are the characteristics that the insurance company expects to see in a successful life insurance agent. His long term performance does not matter at all – there are Managing Directors who use techniques which are good […]
Some things which look like good practices to a few people look like anti-wealth (or wealth creation mistakes) to a few others. Let us take an example for ‘feeling sorry for oneself’. Does this have anything to do with wealth. Well it is a matter of having a Wealth Mindset or not having a Wealth […]
I have written many pieces on ‘buy or rent real estate’. I have got feedback saying ‘If my father had also bought a flat…I would not have bought’. That may not be the right argument. It is a person’s migration from one level of strata to the other one which is marked by ‘buying’ a […]
I am creating a few hypothetical examples. Hypothetical for you, real for me. These are all friends, classmates, neighbors,….I want a reader feedback about their life insurance needs. I will then react to the feedback. Story 1: Mr. Rajesh is a well off builder and like a lot of my friends lives in Ghatkopar. I […]
This is a very, very old story and posted earlier, Now reposted, sorry! Kachua is an old client of mine – filled up SIP forms and keeps doing the SIP – now for almost 10 years. Kharghoshs were referred to me post 2008, in tears and in Red. Not sure how long they will last […]