Believe me, buying a financial product is as traumatic as sitting with a doctor and discussing a report saying you have some killing illness. I am connected to many CXOs in the financial services industry and there is perhaps not one brokerage firm that has not offered its services to me. Among other accounts I [...]
Planning for a secure financial future is a must! It can be done, and is not easy, but is not rocket science either. Maybe you’re saving to buy your first home? Perhaps starting your own business is a dream. The costs of a college education have spiraled and you may wonder how you will [...]
The savings bank account is a place where most of us leave a lot of balance. This is more by habit and inaction rather than any design. Traditionally all banks paid interest on the MINIMUM balance – by some stupid definition – of balance between 10th and 30th. It was difficult to calculate the correct [...]
i wrote this article for some website / magazine..not sure which Reuters perhaps…. You have just crossed your 24th birthday, when you’ve gained the education and/or skills you need for the career you’ve chosen, and you’re earning money and learning how to handle it. Ok, ok you are not in your twenties but are in [...]
Sir I have read your blog…I like it. Me: Thank you He: Sir, are you a Chartered Accountant? Me: Yes sir.. He: Will you file my Income tax Return? Me: No sir, i do not do that work… He: What work do you do? Me: Regarding investments.. He: Arre, will you manage my portfolio…I bought [...]
My relationship manager is asking me to buy this product, should I buy this? I have been asked this question a zillion times. My answer is – why do you not learn what you should know and what your relationship manager should know? Actually the answer to this is sheer laziness. Most people do not [...]