here is the 3rd video….in the Retirement video series..

Read More →

https://www.youtube.com/watch?v=uPvwq2GxEgo When Swati Kumari and I talked about videos on retirement ..this is exactly what I had in mind..and she and her team at B Wealthy have surely executed it brilliantly…here is the second video…

Read More →

Retirement video No. 1 ..it starts with some story about me…but goes on about Retirement..watch it till the end..

Read More →

It is easy to forget gratitude – when you make some money! Well, I have no clue whether I have made enough money to forget gratitude, but just acknowledging a few things… In one’s quest for staying grounded in equity for a long time, luck has to play a role. I CONTINUED the family’s equity […]

Read More →

after Mumbai, Hyderabad, Chennai…next week in Bengaluru…an open workshop..starting at 9.30am….should be over by 5pm..max..with a 40 minute lunch break…and 2 tea breaks of 10 min each.. Even those who have paid by UPI…YOU can see the details…here… https://onewallet.in/wealth-management-class It is amazing how I get people to attend the  class….here are some of the ways… […]

Read More →

This is a very, very important article for all independent financial advisers to read and understand how Advisor listing and rating (digital) agencies can wreck their practice. Substitute ‘Practo’ for whatever you want (we have IFA listing services, right?) and IFA in place of ‘doctors’. Must, must, must read… http://www.healioswoundsolutions.com/uncategorized/practo-ruining-health/

Read More →

Well not exactly a luxury, but very much there. The most important question to ask is “can you retire at an age at which you think you can”. The answer for most of the people I meet is  NO. They cannot retire at say 49 – another favored age if not 39. So, yes it […]

Read More →