https://www.youtube.com/watch?v=ot5be6g6CrY  

Wealth Forum had a colloquium yesterday (actually it is on 7th Jan and 8th Jan) and I was pleasantly surprised to be invited. Thanks Vijay Venkatram. It was a nice format which focused on certain important learning for many IFA. The IFA was also selected on a particular basis – size of aum, growth, etc. […]

Sorry this is just a click bait. In the investing world of today you surely do have a lot of choices. You can invest in an AIF, A pms, Mutual fund, etf, …or of course you can invest in direct equities or even better you can fund start ups. You can invest in mutual funds […]

https://www.timesnownews.com/videos/et-now/shows/how-closely-should-a-unit-holder-look-into-assets-held-by-mf-the-money-show/49976

I see many of the youngsters I know who are doing their own business. Many of them struggle to create a board of directors. Here are some suggestions. However, you must remember that it is easy to get a guy / gal on the board but it is difficult to get them out. So if […]

Recently Donald Trump signed a bill (The Secure Act) increasing the age at which a person should start drawing his benefits from 70.5 to 72 years of age. This just means that the American government has acknowledged the fact that Americans are living longer and working into their 70s. In India we still are stuck […]

Many things in life can come as a surprise (or shock)…but Retirement can’t come as a surprise. Just can’t. The day you get an appointment letter, you know your date of retirement – immaterial of how many jobs you change! So what are the important steps that you should be taking say 1, 2 or […]