http://www.subramoney.com/personal-financial-planning-workshop If you belong to a category of people who mix personal relationships and business relationships, welcome to being an Indian! However there is a marked change happening – and there is no age group which is changing. Let me give you some examples. I deal with a person who heads training in a Wealth […]
http://www.subramoney.com/book-written-by-me/ I do not wish to call this class 1 or class 2 – that raises expectations! But here is a small story… A friend called up to say “This person has come to me with a UL policy – she says pay Rs. 50,000 for 3 years, then you can even remove all the […]
How to identify mature organisations which think they are too great to fail? They fail to see Customer’s Changing needs They are run by people who hate the sales and marketing functions – in a competitive market! Their systems are old and created to please the board – the customer be damned. If a product […]
PHASE I – 1964 – 87 Mutual Fund Industry started in India in 1963 with the formation of UTI Launch of First Scheme – US 64 – it was a very popular scheme, largely perceived as a debt fund with assured returns. However, it never had to declare its NAV and ran into problems in […]