What should a good adviser do for you the client? Have you ever wondered what all the adviser should do for you? Help you in GOAL SETTING: Not all clients are clear about their goals or about their commitments. One very educated couple recently stopped a SIP without any clue why. It is amazing how […]

reading has its advantages..this was a forward..and since it was nice..i am making it a post so that more people can read it Sharing something profound about how Mahabharata can be interpreted as a philosophy of life. A good interpretation of Mahabharata.. It was said in the texts that eighty percent of the fighting male […]

Many financial planners urge you to monitor your one number – Net Worth. True? Not a bad idea at all..after if it is one number that you should monitor, it has to be the net worth.  No matter where you’re starting from, you can feel good about your financial progress if your net worth is […]

STORY SENT IN BY A READER IN Bengaluru…he is headed to becoming a USD millionaire…soon..in about 3 years max…a nice story…worth reading.. Let me share my story so far. I belong to a ‘middle class’ family from  south India. Father was an entry level soldier in Army and mother a house wife. Have a brother […]

You bought a share for Rs. 100 and in 2 weeks it became Rs. 200…you were impressed that it went up 2 times..so you sold the share. Now that is what happens when you have shares, etc. there is an urge to sell. So if you buy a share will you wait for it to […]

Divorce is difficult. Even in a country like USA divorce is difficult. In a country like India there is social stigma, and that makes divorce even more difficult and of course it is painful too. The worst thing you can do is to make it more painful by bringing in complicated financial transactions. Lets see […]

You got lucky. You just got an inheritance of Rs. 30 lakhs from an rich aunt about whom you had (stupidly) forgotten. What will you do with it? Here are some sensible tips: As soon as it comes move it to a liquid fund…and let it remain there for 45 days for a start. Then […]