Well I have no connection with the regulator unlike some of my esteemed friends. The regulator does not know me, and I doubt if he knows of my existence. I doubt it. So chances of him calling me for ideas about how to simplify the mutual funds for the common man are not just remote, […]
Well this is not an article on Exchange Traded funds, but there is a link at the bottom which will take you an ETF article. The financial services industry (like all other industries) is very smart. Highly qualified people – from CPAs, CAs. CFAs, engineers, PhDs…..have to be kept intellectually occupied and financially happy. To […]
Are we in a bear market or in a bull market? Frankly nobody has been able to answer this question when the market is on! 3 months or 6 months later everybody will tell you that “May 2008 to Oct. 2008” we were in a bear market, however now we are in a bull market. […]
One of the best sales men I know told me “You must watch Rocket Singh” – to me this is not a great advise – my movie watching is very, very little if at all. However I did watch Rocket Singh. I now feel all my ‘friends’ who are not in the sales profession […]
this is the second part of the confessions of adviser’s / relationship managers some of the things that i wish to tell my client, but cannot! 1. When I asked you to sell (index 21000) you said ‘it will go to 25,000. Later on you say “You did not say it strongly enough”. Man, you […]
Do you want to know the real secret to successful investing? It’s a deceptively simple little thing called an investment policy statement, or IPS. An IPS spells out an investor’s investment philosophy, asset-allocation targets, and expected results. It also lays out a plan for how the investor will monitor his or her portfolio. We will […]
Most of us earn a living, and we work to earn a living. So salary is also a big help in the process. However creating wealth is not just a function of our salary. It is a function of mindset. In case we decide that in the long term we want to create wealth we […]