One of the most important things I HAVE to do while training Relationship Managers in banks is to keep reminding them that they are not: a. Fund Managers nor are they b. Financial planners. The roles of each person – inspite of some common areas – is vastly different. Similarly another worry is – the […]

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How did it feel when the Sensex was at 9000 and Mr. Doom Sayer was predicting sensex at 6500 as the next stop? Did you stop to WRITE down that feeling? Risk is funny – you need to feel it in the bones. And more importantly remember it!! With the Sensex up more than 80% […]

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If you are an Indian there is a lot to read even if you stick to just philosophy as a subject. To say one religion is good or bad you need to read about Hinduism, Mahaveera, Buddhism, Jainism, Christianity, Islam….before you can say it is good or bad. Now it is possible to read some […]

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Manish talking to Puneet: Here is where I disagree to some extent , If you disagree that Tradional Insurance can beat Term + Balanced Funds in long run , then you are disagreeing the fact that Equity investments risk goes down in long run , Take two case Case 1 : A buys Traditional Insurance […]

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Manish of Jagoinvestor in a conversation with Puneet one of this readers: Manish: As I told, our intention is to earn money from google ads.  That is how the concept of jagoinvestor came. Yes I do make money from ads , but jagoinvestor never took shape that way , ad money is a by product of […]

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This is from experience – the advantage of meeting 5000+ people is enumerated here 🙂 1. Have a realistic expectation from the financial planner 2. Know what to expect from a planner 3. If you do not have your data in an organized manner, the planner is not likely to spend time organizing it and […]

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Or Why you do not need an investment consultant ! If you need bypass surgery, you should find the most qualified surgeon available. If you’re getting sued, you should hire the best defense lawyer in town.These 2 are fairly obvious and I do not think you can do your own root canal surgery, brain surgery […]

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