When you get advice from somebody you are hardly in a position to tell whether it is in YOUR interest, right? Well, here are some tips! When you go to any professional these days they make their advice sound very ‘professional’ sounding. So what are the signals that you should look for? 1. You go […]
I know a few HNI investors. One thing common to all HNI investors is that they do not like to be classified as a “HNI”. This is good for the adviser too, because no 2 HNIs are alike. Some HNIs are well assured of themselves, satisfied with how their life is going and understand their […]
Learn a few words here and there – let me help you: – start early, compounding, equity is for the long term, FMP is better than bank fixed deposits, Debt funds are more tax efficient, exhaust your PPF limits, buy only term insurance (but please buy endowment plans from me, because they are not unit […]
When you meet ‘clients’ as well as ‘advisers’ I think it is a huge, perhaps, unfair advantage for a blog writer! So here are all the things that a client says about an adviser…..some true, some ridiculously funny, some downright stupid… 1. I also know that I should invest in good funds, what does my […]
If in the course of your life you have been an investor, sub-broker, broker, teacher, auditor of mutual funds, trainer, content provider – you realize that you have certain advantages. In some of these positions you meet the MF industry as a boss and sometimes you meet them like a servant. Mostly it is the […]
When you get advice from somebody you are hardly in a position to tell whether it is in YOUR interest, right? Well, here are some tips! When you go to any professional these days they make their advice sound very ‘professional’ sounding. So what are the signals that you should look for? 1. You […]
Ok you are too lazy to make a financial plan yourself, right? I will be more charitable – you are very busy and your wife reads my blog. She has been bugging you and saying ‘Wake up, make a plan….’ so at last you have found a financial planner. What will you ask him? Here […]