There are a few people I know who keep chasing investment opportunities. There are some people who are good in one field – say sales, marketing, operations, dentistry, physiotherapy,….could be anything, so they think they are good in finance. Of course some of them visit websites, talk to people, read books and suddenly believe that […]
Is the market going to go up or go down? Well we all have tackled this question in many ways..here is one more! One ‘Wealth Manager’ came to me recently with a PMS scheme which gives me a 12% assured return (over 3.25 years not annually) – and this fund will invest in a mix […]
Last week I happened to meet a lady who is an IFA. She has been selling LIC policies for the past 10 years and has also added mutual funds, government schemes, general insurance, to her portfolio. She lives in a society that has about 130 houses and many of them are her customers. She does […]
http://www.subramoney.com/book-written-by-me/ The word financial planning has now received a lot of attention. Thus whether it is a brokerage company or a credit card issuing bank everybody uses this word. It will not be surprising to see cell phone operators calling and offering ‘FP” services on the phone soon 🙂 FP is all encompassing and it […]
http://www.subramoney.com/book-written-by-me/ I started the previous post by saying that my portfolio has the benefit of one of the finest wealth managers in the country. So the mistakes here are completely mine. If he had a chance I would not have bought any of the following shares. Trusting the Chairman / CEO of a company: No […]
When the mutual fund industry was groaning about the ban on entry loads, the sounds seemed genuine, but not any longer! Why do companies start a mutual fund (big houses in other financial products) we assume they do this to earn money, correct? Well I am not so sure now. The latest giga offer I […]
One reader called this column “Malice towards one and all” . Sorry Kushwant Singh, you are not alone. I have also done a ‘Round and About’ and started in on a Saturday by saying…”All this is my own work…..”Sorry Busybee, sorry Late Beheram Contractor. Let us check out some history of investor protection. It is […]