No this is not an article of whether you should buy life insurance from a bank or from an agent…it is just leading to an article on MoneyLife. Agents tell me ‘we cannot sell a wrong product to the customer, because we have to go to the same guy again and again, but bank managers […]
At my age I should be on the side of the parents of 24 year olds – but funnily I am finding it difficult in many cases. This is perhaps because many parents are like Hiranyakashipu (please read Dasavatharam). Hiranyakashipu was a demon who had so much ego that he wanted to be God. People […]
There is an old story of 2 cats getting a piece of bread to be shared amongst themselves. Since the cats did not know how to share it, they decided to go to a monkey. The monkey agreed to play the arbitrator. He breaks the bread into two pieces – then he finds one is […]
In almost all trainings – whether it is a relationship managers training or a independent financial analyst’s training, one complaint comes through very loudly. It goes like this: “I have a client who invests 5 a month in a mutual fund regularly. However I am under tremendous pressure to sell him a unit linked plan […]