I keep saying simplify your financial life…here are some steps (I myself need to take some of them…but gyaan baatnein mein kya hai…) 1. Consolidate all your accounts: Savings bank, Current account, credit card, demat account, brokerage account, life insurance, mutual funds, …first step is consolidate. Once you collect all the papers make sure that […]
A few days ago I did a post saying types of clients / Ifa…..continuing that. Type 3 of clients: They visit an IFA ask for details. Very intelligently they collect all that they think they should know. Then they go and do it by themselves. Great. So it goes like this: Should I invest in […]
Subra where should I open my demat account? I wish to INVEST in shares. After saying this, they also ask “it this brokerage rate a fair rate” . In my mind if you are an investor, the brokerage rate does not matter. However if you are a trader, the brokerage rate is the most important […]
this is the Late Dr. P N Singh Memorial Lecture series… and hence subsidized…kinda cost covering lecture…Aifw style 🙂 2. April  18, 2015 (Saturday); Time: 9.15 am to 5.30 pm ONE DAY PROGRAM…PFP: Personal Financial Planning (http://www.subramoney.com/about/) Contents: • Need for financial planning • Financial Goal Setting • Concepts • Products – for […]
Kotak is a big player in the BFSI space and I have a lot of respect for an entrepreneur named Uday Kotak. I have watched the growth of this man and his business and make no mistake it has been phenomenal. Take a bow. He has grown at a pace that Warren Buffett would be […]
Amazing how people come to me purportedly for advice. Great. Once upon a time when I was much younger had a head full of black hair and foolish ideas, I used to feel thrilled. Would spend hours on end and come up with what I thought was a great solution. People would thank me and […]
Investing is like a Marathon not like a Sprint: This is supposed to mean that in the long run running the full distance is more important than falling dead. One needs to take care of ones health, mind, and a steady, regular investing habit. Be content to hit singles and twos..every ball cannot be hit […]