Last weekend was spent in Pune…and almost wholly on investor education! On Saturday I attended a workshop by MoneyLife magazine – a personal finance magazine run by Debashis Basu and Sucheta Dalal – both veteran journalists (ok people born before 1970 are veterans for those who did not know :)). So obviously they know most […]

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As the commissions in the mutual fund industry has been eliminated agents are finding innovative means of earning money. One such method is to approach people with existing investments and saying ‘Sir since you have shiftend residence (retired, married, changed jobs….could be any excuse) it is easier for you to shift ALL your business to […]

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