The life insurance industry is in bad shape. Their past sins of over charging the customer are visiting them, and real hard. The Irda made some changes, the Income tax made some changes, they themselves made some mistakes, the customer unfortunately woke up, ….so in fine the industry is in trouble. So here is a […]
In every class on wealth management – whether it is 17 year olds in Shimla or 70 year olds in a old age home. Whether it is personal bankers or Hdfc bank or Citigold Wealth Advisors of Citibank – I keep saying ‘how well your money got managed is far more important than how much […]
I was recently at a conference for students – and was addressing about ‘ABC of Money’. ABC of Money is a program which is meant to introduce you to Goal setting, Quantifying Goals, Mathematics of Investing, Compounding, Annuity, Risk Profiling, Mutual Funds, Life Insurance, Retirement Planning and Record Keeping. It is a comprehensive program and […]