Thanks to my degree, having been a member at the exchanges (albeit corporate), and having been in training, I keep meeting CXOs of mutual funds, reporters and journalists, life insurance companies – and a couple of times even banks. Amazing how they can say the same thing… – invest for the long term -‘I am […]
I recently wrote a piece on ‘Make your own financial plan’ – this appeared on yahoo finance and some of you may have read it. What is amazing is the response that I have got for the same. Largely saying the following: – future is uncertain, SO DO NOT PLAN. – equity markets are too […]
Thanks to my style of writing many people ask me ‘What should be the strategy of investing for a small investor’ – the answer is simple. However we are Indians and we do not like simple things. If you have a brilliant mind, and think you can make money in your profession, and managing money […]
I normally do only subject matter training. This is capital markets, financial planning, etc. etc. However some of this spills into a sales / attitude training too. In the sense that people ask me ‘If the client says….what should I say?’…I realise that selling life insurance or mutual funds is a really taxing and difficult […]
Sir I have read your blog…I like it. Me: Thank you He: Sir, are you a Chartered Accountant? Me: Yes sir.. He: Will you file my Income tax Return? Me: No sir, i do not do that work… He: What work do you do? Me: Regarding investments.. He: Arre, will you manage my portfolio…I bought […]
Here is a cut paste from the SEBI circular of what happened at their meet today: In order to help Mutual Funds penetrate into retail segment in smaller towns, the distributor would be allowed to charge Rs. 100 as transaction charge per subscription. No charge can be made for investments below Rs. 10,000. An additional […]
I get kinda irritated when the kids I teach ask me questions for which they can find answers on the web. What is a hedge fund and what is a mutual fund is a question that I have been asked a zillion times..so here is an attempt..I hope you like it..expect it in the next […]