Tag: advice

2

What i feel like telling my client but cannot

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I do a lot of  training for IFAs – here are somethings that they wish they could tell their clients: – If you can find all the answers on the net, please ask that website to get you a printout of your portfolio when you want, why should I call the fund house? – It […]

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2

how much to borrow?

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Many people have asked me this question based on my advice not to borrow! Well I am not against borrowing at all! After all I hold shares in India’s biggest mortgage company, and some banks. So please go ahead and borrow, I have to get my dividends, do I not? However, on a serious note, […]

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