Many people ask me- will I be able to do financial planning myself? My answer is sure, but if you are a student of financial planning or the head of research in a pharmaceutical company trying to do your own financial planning, you need to know the following things before you start. Just check […]
doing a lecture at Bangalore Stock Exchange (http://www.bgse.co.in/) on 28th August Sunday at 10.00am to about 1.00pm Topic: Financial Planning and Asset Allocation in Volatile Times Location: Mahaveer Jain College Conference Hall, Next to Bangalore Stock Exchange, 1st Cross, J C Road, Bengaluru 560 027. 080-41405271
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 […]
Mr. Subra my name is A…K. These are some of the facts about me. Please tell me whether I am on the right track please. Facts: AK is 52 years of age, works in a semi-government company. He has a house in Mumbai (current estimated worth Rs. 85 lakhs, located at Mulund). He drives a […]
We all know who writes columns of lies, lies and honest lies, so here is a dig… Look at the Quantum Mutual fund advertisements which appeared in the national press. The advertisement says “we have eliminated distribution commission…” so your money works for you. There are 2 types of charges that a customer pays in […]
There are a few Golden Rules of investing…apart from the most important one..’The Man who has the Gold, makes the rules’ …apart from that the other rules are: 1. Do not abdicate financial understanding: “I trust my adviser” is not always a statement of faith. In many cases I know, it is a matter of […]