I recently did a stand up comedy in an IFA meet attended by 700 odd people. While preparing for this I saw a stand up comedy and that person spoke about “the Lion Whisperer” Kevin Richardson. Kevin you know (or just Googled) is a man who lives with the lions. He can put his hand […]

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A retired army officer’s letter to me. No change / edit from me. Generally Army officers have very poor understanding of financial management and investment opportunities. Having a secure and sheltered career and most of the time busy with their work, most of them think of investment and management of finances only just prior to […]

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When you are starting a new enterprise you often wonder – should I start as a sole proprietor, or as a partnership, or a private limited company…You are dazzled at the array are you not? And what does that do to your personal finance? A lot. If you are starting a big manufacturing company, you […]

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I have been creating a movement asking IFA in every city to go and create a will for themselves (to start with) and all their clients. This is surely a revenue generating activity for them – and they will need a lawyer to do it. It is not to say that the IFA does not […]

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One thing that technology has done is it has made it easy to transact online. So it can be done in a jiffy and without much help of an adviser. Great. However, most smart investors will realize that transacting is a very small part of an INVESTORS activity. In my investing portfolio, the action of […]

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When you are in a group of “investors” one guy says “I have this investment”. There would be 5 people pouncing on him and telling him that – it is too expensive your banker has palmed it off to you for meeting his targets your IFA is bothered only about his profits, not yours there […]

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You are a typical Mumbaikar and do not know much about your neighbors. However you go for a walk around your building and you have a fair idea of the cars parked there. You always thought you were a ‘Middle class’ kind of a society, but now you have been seeing some nice cars. You […]

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