Hypothetical conversation between a GOOD INVESTMENT adviser and a potential client…. Circa 2007 end: Client: Mr. Adviser I have some shares in my portfolio can you please tell me whether I will make some money on them! Ad: Sure client, tell me which are the shares that you are talking about please? C: The shares […]
If you are wondering why I keep repeating some of these things, it is simple. I keep meeting people who make such basic, basic, basic mistakes in investing, that it is painful. I met a person earning Rs. 400,000 a MONTH being asked to take a Rs. 700,000 loan, BECAUSE the interest is tax deductible. […]
I presume all of you have heard of Motleyfool.com – an internationally renowned website. I have some association with them…so to that extent i could be biased, but yes, it is a great site. Here is a mail I received from their Mutual fund division..and I do not think I will ever receive from an […]
as a writer, blogger, investment adviser, I have searched up and down for a ‘good’ retirement plan. I still do suggest the Templeton India Pension Plan…but at an age over 45 – till then I suggest only a token amount of say 5-10k a month. here Babar Zaidi says something about creating your own plans. […]
if you are an investment adviser…or a coach..there are 2-3 topics which get close to one’s heart 1. the most efficient use of one’s money and 2. start early and the power of compounding today’s Indian Express carries an article on Rent vs. Buy – funnily no Indian website carries a rent vs. buy calculator […]
Many of my posts are based on the Financial Planning / Mutual fund training class that I do. One question that normally people ask me about where to keep their emergency funds. I do give a variety of answers, but here is what I have done: A friend who is an investment adviser has a […]
Many of my posts are based on the Financial Planning / Mutual fund training class that I do. One question that normally people ask me about where to keep their emergency funds. I do give a variety of answers, but here is what I have done: A friend who is an investment adviser has a […]