Sometimes you need to flaunt! This man, SS had come to me about 15 years ago and wanted to plan for his retirement. He was being pressurized by his elder brother to relocate and buy 2-3 houses in south India so that he could live in one and rent out the other 2. Made sense […]
There is a huge advantage of being a blogger – I have been talking to a lot of people. Relationship Managers, CIO, CEO, FM, Pharma analysts, Equity analysts, Investors and of course IFA, and Trainers in the MF industry. There is of course no great consensus about what will happen, but some are very bullish […]
What is Black Retirement https://www.youtube.com/watch?v=i4Oo2fcwTAw 20 crores for Retirement? are you joking? https://www.youtube.com/watch?v=1p_sama4Y-A Will I run out of money in Retirement? https://www.youtube.com/watch?v=5yReqSNu_UU How much can I spend in Retirement? https://www.youtube.com/watch?v=WOXVlhgvMds Preparing for Retirement https://www.youtube.com/watch?v=y-RY4-Fw5e8
I have been talking to too many IFA, CEO, CIO, and even one owner of a mutual fund. Most of them think that the virus is something which will go away in a month or 2 and things will be back to normal. The only journalist that I am following is Shekhar Gupta (The Print), […]
https://www.youtube.com/watch?v=qyQqTGxw8bs These are tough times – and it is in tough times that relationships are tested. Oddly it is in tough times that many advisors report a growth in their business too! Covid-19 will take its toll on many businesses and that includes the advisory business too. So let me tell you some of the […]
A few industries continue to earn money during the lockdown even if they are not giving full service. Oh yes it is the BFSI industry. You continue to pay interest on your loans, the management charges on your assets, the insurance premium – do remember the services are being rendered to you during the Lockdown. […]
https://www.youtube.com/watch?v=_-CxisuWmTM The mutual fund industry (including its trainers) have shouted so much from the top of their voice that most clients feel guilty about stopping their SIP. This is ridiculous. SIP is at best a SAVING strategy like Recurring deposit. I think we should stop looking at it like an Investment strategy. SIP does […]