Many IFA have a very confused view on what role they play in a client’s life. Clearly, they do some investment management and a lot of investor management. While they do not actual fund management, they do have a role to play in the clients asset allocation, time frame planning, expected returns, risk tolerance, etc. […]
When I talk to people about to Retire or have just retired..what are their biggest worries… Health: Most people are worried about their health. The biggest worry for those who are financially secure is having the physical health to enjoy the golden years you’ve worked so hard to achieve. Do what you can to optimize your […]
Is Investing really that difficult? Does the financial services industry make a simple thing sound very complicated? or is it really tough? What do you think? I think that creating a good portfolio is not very difficult. It is sitting tight letting the portfolio that we cannot do easily. When I do sessions for the […]
https://www.amazon.in/gp/new-releases/books/1890196031/ref=zg_bsnr_nav_b_2_1318068031?fbclid=IwAR1n2F-7LSNCcag9c3p1e3zGtmKmeilPihktT0OOq8c5s7HxJtrZBkBIbEo My book “Retire Rich” is followed by ” invest ‘Rs. 40 per day”. A new version which is this Red color book…and is available as soon as you want…. https://www.amazon.in/Retire-Rich-At-40-Day/dp/9387860310/ref=zg_bsnr_1890196031_10?_encoding=UTF8&psc=1&refRID=TJN5SER1NAF19SCPM1TZ&fbclid=IwAR28WIY5bA7xRAZLc6lZZL1khhBFhM98ffidT53XfI7GHAmFONOPrylmv5w https://www.amazon.in/Retire-Rich-At-40-Day/dp/9387860310/ref=zg_bsnr_1890196031_10?_encoding=UTF8&psc=1&refRID=TJN5SER1NAF19SCPM1TZ&fbclid=IwAR28WIY5bA7xRAZLc6lZZL1khhBFhM98ffidT53XfI7GHAmFONOPrylmv5w
If you think IFA benefit from my lectures, you are right. If you think I benefit by my lectures for the wealth Industry – you are right. I do benefit a lot too. Here..I was talking to an IFA with Rs. 300 crores as AUM. I asked him how is competition in your city. I […]
Most people find a purpose in life – of meeting their expenses, buying a bigger home, a bigger car…and most of the life is completed in that. However there are some people who finish their ‘goals’ early. If you are a person who has met all his/her goals – what do you do after that? […]
Life was much easier for us as investors in the 1980s, and perhaps even in the 1990s. The internet has created a lot of noise along with information. So unless you know what is information and what is noise, you cannot use the internet well in any field. Even as a runner, cyclist, photographer you […]