One thing that technology has done is it has made it easy to transact online. So it can be done in a jiffy and without much help of an adviser. Great. However, most smart investors will realize that transacting is a very small part of an INVESTORS activity. In my investing portfolio, the action of […]

When you are in a group of “investors” one guy says “I have this investment”. There would be 5 people pouncing on him and telling him that – it is too expensive your banker has palmed it off to you for meeting his targets your IFA is bothered only about his profits, not yours there […]

You are a typical Mumbaikar and do not know much about your neighbors. However you go for a walk around your building and you have a fair idea of the cars parked there. You always thought you were a ‘Middle class’ kind of a society, but now you have been seeing some nice cars. You […]

I am doing a workshop in Secundrabad on SUNDAY, 9TH FEBRUARY, 2020. It is a workshop on Wealth Management – Goal based Investing, and Retire Rich -which will be the main focus of course. You want to attend it? here is the link https://onewallet.in/wealth-management-class On 8th I am addressing about 300 Chartered Accountants in Hyderabad…to […]

A lot of businessmen and women do not pay enough attention to risk. This is true of IFA also. The IFA who does not concentrate on risk – on behalf of the client – runs the risk that his client will have unintended consequences in his/her portfolio. How should a Businessman handle risk? First of […]

You do not invest in a Mutual fund or a life insurance policy. You invest through a Mutual fund or a life policy. The mutual fund or insurance (pension) policy is a wrapper in which you put money. What the wrapper should contain you decide. So you can invest through a Mutual fund and the […]

My books did well and did sell well. My book on doctors sold so well that it was sold out…and now it has got reprinted….and a few thousand copies are available In the past many Ifa have bought these books to be given as a gift to doctors….and many doctors have bought this as a […]