Financial advisor designations and Equity valuations – there are so many of them that you put all together, you can create an alphabetic soup. And life comes a full circle for me. When I started life (a few moons ago in the ‘80s) as a Chartered Accountant, I naively thought and believed that people invested […]
There is a complete alphabet soup as far as financial planner’s qualifications go! CFA, CFP, CA, ICWA, MBA, LLB, Bcom, Amfi pass, IRDA qualified, ….and still more. Does it really matter? Well your financial planner should know about you (perhaps most important), equity markets, debt markets, compounding, etc. Surely if you are looking for a […]
Uma Kannan is a good friend and an ex- blue blooded MNC banker. She calls herself a housewife, and is a great parent. Here she is taking potshots at her own ilk. She says when she was with the bank, she was a “rogue deal seeker” but she felt good in calling herself a relationship […]