Financial Planning & Wealth Management
Who is a Wealth Manager?
A few years back when I started my career in Wealth Management, it was extremely difficult to convey what I actually did. Things haven’t much improved even as…
Plain-spoken thoughts on money, life and the decisions in between.
Financial Planning & Wealth Management
A few years back when I started my career in Wealth Management, it was extremely difficult to convey what I actually did. Things haven’t much improved even as…
Retirement, Insurance & Estate Planning
We tend to have an inbuilt strength that some of us have never realized. One often makes use of that strength completely unaware of it. That strength is…
Financial Planning & Wealth Management
It’s probably for the first time that most of us are sitting at home for days at stretch. Our schedules have been disrupted. Some of us are working…
Behavioural Finance & Investor Psychology
Last week, I came across a fabulous resignation letter of Sam Hinkie who served as the general manager of the National Basketball Association’s (NBA) Philadelphia 76ers from 2013 to 2016. He has also consulted for several National…
Behavioural Finance & Investor Psychology
Prof. Bakshi is one of most revered names in the investment industry. He doesn’t speak about investment returns nor does he engage with business media. On the contrary,…
Behavioural Finance & Investor Psychology
Rene Girard was a French historian and literary critic. He’s famous for Mimetic Theory, which forms the worldview of many of greatest entrepreneur’s and investors of our generation. One…
Investing & Markets
CAGR and XIRR are the most commonly used investment terminologies in the financial services industry while describing the investment returns to an investor. At times, an investor tends…
Investing & Markets
When the malls first arrived in Mumbai, I distinctly remember sitting with my uncle and discussing the way small shop owners are going to be impacted due to…
Taxation & Regulatory Updates
As 2020 enters, we witness a plethora of new rules on the personal finance are shaping up for a better consumer experience. Technology has changed the way we…
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