Well he can do many things!! Some of the things that he can do are the following: 1. Identify your REAL goals and hurdles in reaching them. 2. Convert the goals into challenges and make sure you are willing to put in the resources to achieve them 3. Identify your personality – some people think […]
One young couple came to me recently wanting to do some ‘financial planning’. Their idea of ‘fp’ was they could give some haphazard information (either for want of data at their end or not wanting to share the data, LOL). They were not too keen to fill up a word document, an excel sheet, collate […]
This is from experience – the advantage of meeting 5000+ people is enumerated here 🙂 1. Have a realistic expectation from the financial planner 2. Know what to expect from a planner 3. If you do not have your data in an organized manner, the planner is not likely to spend time organizing it and […]
this book review was done by a 24 year old girl……I am happy that such a young person read the book. Here are her comments…. Retire Rich Invest Rs 40 a day! Excited, you feel adrenaline rush down your blood… wait a minute – if you are in your 40s and think that 40 a […]
The number of posts that I have written about my investing blunders keeps me wondering how or what kept me going at all! This blunder is perhaps the biggest of them all. A quick recap of my life and timelines is necessary for this. In 1986 I qualified as a CA and got into practise. […]
Most business people pay lip service to education and training. If you are a business man and know your business well you still need to learn about money. You need to be updated about HR. What about logistics? – really the works. Ask a group of business people if they’d be willing to attend a […]
The more I meet ‘investors’ (they think they are investors) who seek alpha (like my friend SS says – since they do not keep accounts they do not know) and some who even claim that they get alpha….here is a list of shares that I destroyed yesterday: Computer Point, Chokani International, Chimique Laboratories, Svadeshi Mills […]