“Uncle I am just starting my Articles for doing CA and since I get a stipend I wish to start saving Rs. 1000 a month” It was a 19 year old girl who made this statement…and I was really impressed. So I had to take this conversation ahead. First her background. Her parents are also […]
When I interact with IFAs they have this major complaint: “MANY OF MY CLIENTS DO NOT LISTEN TO ME” This is true not just for IFAs but also for other professionals like Chartered Accountants, Lawyers, doctors…How many times have you said (or heard from a fellow professional) “my client makes a mess and then expects […]
I wanted to write an article on cyber stalking – and how your money can be lost..but I found an article sent to me by a friend remember this is NOT ABOUT WOMEN – it can happen to anybody who is vulnerable, is in a difficult relationship, is being chase by an Ex….or whatever..just read […]
I know many IFAs and bank RMs follow my blog (aha!) so here are some unsolicited tips: 1. Keep it simple: not every client wants to learn all the jargon. So before you start find out how much the client reads, knows, understands before you start talking. Some clients will get intimidated and run away! […]
So Na Mo completes one year in the Corner Office. How does one look at that one year? With mixed feelings I guess. He is the first PM who did not worry about what people will think! So the call to build toilets and keep India clean was a brilliant move. It took 70 years […]
Our fund managers ALWAYS talk about SIP and will talk you into a SIP when the pe of the market is high, low, sideways, …and there are lots of nice supporting articles too. I have NEVER heard the following from any fund house EVER: 1. Yes, our fund management fees is high. 2. We run […]
If doing the first transaction is the start of an investment career, I have completed 36 years of investing. By any stretch of imagination this is a long term. This means I have the right to have some observations over this long haul. Let me enumerate some of them: Your first step towards investing is […]