A few days ago I had given 3 interesting scenario with the question: ‘Do they need life insurance?’. Here is the answer to the first story. Am summarising the story for those who came in late…and those who do not wish to go searching for the story: Mr. Rajesh is a well off builder. His […]

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I met somebody a few days back and he asked me the following questions: Why do you write a blog? What is the goal? What is India’s biggest financial planning issue? What are you doing to help the spread of financial literacy? I liked the questions, but he must have felt that my answers were […]

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Doing an article for the New year is easy. Just go to the article you did in the previous year…and change the year. However is a good list of resolutions that you can make – it is really useful if you made it already, just reiterate it, and follow it! So here it goes 1. […]

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Why do people become proud? Or what are the sources of pride? Let us enumerate the sources from where man / woman get their pride: Youth pride: ‘I am young’ is what Shankaracharya called ‘yovana garvam’. It is there is man right through childhood to old age! Money: “I am rich’ is also a very […]

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A few days ago I was watching a personal finance program on ET TV. How some statements are now being thrown about is very surprising – and amusing if one were not bothered about the side effects. A portfolio for a 55 year old individual (5 years to go for retirement) was about 50% in […]

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A few days ago I had spoken about the ‘Honest truth’ – Ajit Dayal (who runs a mutual fund and a big mutual fund distribution business) is the author. He has recently written about the ET discussion on mutual funds. He sounds a little sore about not being called to the summit. Surprising, because the […]

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A few days ago I had done a post saying from whom you should not buy a life insurance policy, here is the sequel to that Having said what CANNOT be the reasons NOT to buy from a set of people, lets look at what you can do to protect / save yourself from trouble: […]

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