There are surely some lessons for advisers – and I am sure many people have already written a lot, so here is my contribution to the cacophony! Talk to your clients – especially if you think they are vulnerable to some panic reaction. If your clients are cool, relaxed and clear about what they want […]

all of us need to Retire I presume…but what is Retirement? Lets see..these 2 videos..     https://www.youtube.com/watch?v=6SmkCJB8S88     https://www.youtube.com/watch?v=OQ-Ez3noy1Q   why plan for Retirement? https://www.youtube.com/watch?v=WKZTHZmYr2o      

This is a short post – because all that I have to say is in the following 4 links. Apart from this I have done many more articles on my blog about making a will clearly. I have not classified them and hence not able to tag….but mention of this is found in my book. […]

Many people have asked me many questions…here an honest attempt to answer some of the more important questions Will this Lockdown have an imapct on the Economy? A: Of course it will have. On the Economy. Every person I know has been impacted. Of course my doctor friends are working over-time if they are in […]

This is an article which I hope serves as a warning for you. When the market falls down fast – from say 42k to 27k, most of us are caught by surprise/ shock. Even those who had gone short at 42k may not have waited for 27k to cover their positions. It is technically impossible […]

What hurts and scares you the Most? Obviously it is the threat to the biggest asset of your life at that point in time. So you graduated in India, and you studied abroad, and you had taken up a job in 2005-6 in the CAPITAL MARKETS, AND had started investing in a large  capmutual fund […]

I do not know why it is called a Bond Tent, but this is a new and interesting concept. I am assuming that you understand three concepts – a) Risk/Return b) Asset allocation and c) Bucket Theory for Retirement. When a person retires there is a very important thing he has to do. He has […]