I did a financial planning session at Pune (Deccan Gymkhana, courtesy of Prof Anil Agashe for the lovely location and the nice hall)…and it was well attended. Some of the interesting observations / comments… – almost all the people who were there were people who knew me because of www.subramoney.com – many of the people […]
In almost all the training sessions – whether it is a relationship managers training or a independent financial analyst’s training, one complaint comes through very loudly. It goes like this: “I have a client who invests 5 a month in a mutual fund regularly. However I am under tremendous pressure to sell him a unit […]
The Indian education system sadly lacks any training on financial matters. So whether you are a CA, doctor or an engineer, you actually have no clue on how to plan your personal financial life. THIS ARTICLE is a request to doctors to see an INSURANCE professional of decent repute to understand their complex insurance requirements. […]
I meet a lot of people over the age of 55 – the time when people are looking forward to retirement. Invariably I ask them one question – what are your regrets in life..and the answer (financially speaking) is very interesting… 1. I wish I had done my own business: So many people feel that […]
Well I really do not know the answer. However I can name some of the HNI readers in terms of their net worth. One reader who reads my blog (not sure how regularly) has a net worth of about Rs. 10,000 crores. Now it does not matter that I do not name him I presume. […]
This is likely to be the gist of my talk to Doctors on 19th July, at Hilton Hotel, Andheri, Mumbai Good morning doctors, it is a pleasure to be addressing such a large gathering of doctors. This is the biggest group of doctors that I am addressing. Thanks for taking time to listen to me. […]
There is too much venom these days against the IFA. Not that I have not ripped them apart in my blog, but he/she has a very important role to play. I will try to say some of the things that an IFA can/ should do for the client. Whether they are equipped to, is a […]