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 […]
I am doing a workshop in Secundrabad on SUNDAY, 9TH FEBRUARY, 2020. It is a workshop on Wealth Management – Goal based Investing, and Retire Rich -which will be the main focus of course. You want to attend it? here is the link https://onewallet.in/wealth-management-class On 8th I am addressing about 300 Chartered Accountants in Hyderabad…to […]
A lot of businessmen and women do not pay enough attention to risk. This is true of IFA also. The IFA who does not concentrate on risk – on behalf of the client – runs the risk that his client will have unintended consequences in his/her portfolio. How should a Businessman handle risk? First of […]
You do not invest in a Mutual fund or a life insurance policy. You invest through a Mutual fund or a life policy. The mutual fund or insurance (pension) policy is a wrapper in which you put money. What the wrapper should contain you decide. So you can invest through a Mutual fund and the […]
My books did well and did sell well. My book on doctors sold so well that it was sold out…and now it has got reprinted….and a few thousand copies are available In the past many Ifa have bought these books to be given as a gift to doctors….and many doctors have bought this as a […]
Not too many people born before 1970 are going to like this. For all of us the only real thing we have is our portfolio. Portfolio of equity shares is what I am talking about here. Right or wrong we have created a portfolio of shares bought at a low pe (perhaps). We have sat […]
Many (Most) clients struggle with multiple goals and limited resources. Children’s education, poor RE returns – but will not sell the assets, poor asset allocation, poor returns over 5 years in equity, debt draw down, loss of job, fall in salary… What is the Role of a Financial Adviser? Should he just play by or […]