I do a lot of training for IFAs – here are somethings that they wish they could tell their clients: – If you can find all the answers on the net, please ask that website to get you a printout of your portfolio when you want, why should I call the fund house? – It […]
Darren Gough and IPL – yes you can see some connection, but can you see the connection between Darren Gough and Financial planning? Well neither could I…but here is the connection. Telegraph , UK did an interview regarding Darren’s financial habits – and it was interesting. Nothing flamboyant. His best investment he says – is […]
Why we do things and why we do not do things is largely a function of our habits. We do not do things we like – we may have liked it the first time around, but now we do it because it is a habit. Most Americans do not contribute to a 401(k) plan because […]
In every class on wealth management – whether it is 17 year olds in Shimla or 70 year olds in a old age home. Whether it is personal bankers or Hdfc bank or Citigold Wealth Advisors of Citibank – I keep saying ‘how well your money got managed is far more important than how much […]
Like a holistic approach to personal health, the process of providing financial fitness involves four basic steps. If you have the time, objectivity and expertise in investments, taxation, insurance, and estate planning, you can complete this four-step process on your own. However, most people find it helpful to seek the aid of various professionals to […]
The process of providing financial fitness involves four basic steps. If you have the time, objectivity, inclination and expertise in accounting, investments, taxation, insurance, and estate planning, you can do this process on your own. Avoiding personal bias is difficult. Most people find it helpful to seek the aid of various professionals to derive the […]
Along with a software company (www.myirisplus.com) I did financial planning workshops in various parts of the country. Delhi, Kolkatta, Indore, Hyderabad, Bengaluru (Bangalore), Pune, Mumbai, Navi Mumbai, Andheri, Churchgate, Chennai, Cochin, Trivandrum, Coimbatore, Ahmedabad, ….To be honest the response from the ‘IFA’ – the person who sells life insurance and mutual funds to you was […]