Tag: Man On The Street

3

Ageing has its advantages

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Let me start by quoting Lord Keynes. He said ‘Of course I change my stand. When I get new data, I change my mind – what do you do Gentlemen?’ After spending a few years in college, and then3 decades in dealing with wealth instruments, intermediaries, manufacturers, banks, trainers and most importantly customers there is […]

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4

Being ready for the financial planner

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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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