Category: Asset Allocation
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Thoda sa Philosophy, Economics and Foot Note
Dear Trackfinder Investor,“The Developing Stories to Follow.” Thoda sa Philosophy:Have India and I do fairly well compared to the past?That is one of the key observations you need to note to be peacefully successful.As an individual, Financial and Investment Goal Planning is the actual management that you need for knowing the Fixed and Discretionary Spending.…
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Coconut and Currency Conversation
When we are surrounded by nature, the amazing properties that create its beauty are way beyond our comprehension. None teaches you like Flora and Fauna. I love to see things in my own peculiar way. The greatest investment that our ancestors have made for us is the nature that is around us. Unfortunately, that remains…
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Colours of an Investment Portfolio
“Portfolio is a true representation of your Strength, Weakness, Vision, Hardwork, and Future.” As a wealth manager, I often face the challenge of creating an investment portfolio within the first 15 min of meeting an investor.Penning the names of funds and stocks, I often give the impression of a magician pulling out a rabbit from…
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It’s Never Too Early To Plan Your Own Steady Income
In a world where the FD, RD, and PF do not give you a consistent guaranteed income, you need to meticulously work towards 3 facets of income. Guaranteed Income Plan. Mutual Funds Monthly Income Plan. Dividend Income from Bluechip Stocks. Today I am addressing the first one. The other 2 will be shared on the…
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The Thin Line Between Attitude to Invest and Habitual Investing.
If you have FOMO of the Stock Market, then it is often due to the over-smartness embedded in you. It has no connection with the resources available around you. “Mulla Poompodi Ettu Kidakkum Kallinumundam Oru Sourabhyam.* A Malayalam adage translates into – ‘The stone near the Jasmine will bear its fragrance too.’ Your association with…
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Value Investor Ki Khoj Me! (In Search of)
Has worry ever helped? Worrying only helped our enemies of all forms. If you continue to worry about smaller things, your health will end up paying a price. You need to wake up that child in you who always enjoyed the rollercoaster ride in an amusement park. Fun is not while it is going up, it…
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My Past Experience Leading Me To The Future
This was written for the sole purpose of promoting International Investments through DSP Global Innovation Fund of Fund. “Mutual Funds Investments are subject to Market Risk,” Govt asked me to tell you this before you invest, however in the last 19 years, I am yet to see this said Risk, time is the risk. Hope…
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Tips to Invest in a See-Sawing Market Sentiments
The last two trading sessions of the Indian Stock Market witnessed market sentiments see-sawing with identical numbers in both directions. The fundamental tenet of investing is buying valuable assets with appreciation prospects. What I, as an investment advisor fail to understand is, where do the sentiments fit in Economy, GDP, IIP, and CMP? Human behavior…
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Who Wanna Be A Millionaire?
I can see that glow and smile on your face, yes indeed most of us want to be a Lakhpati (Millionaire). Does India have that most admired tagline of the west “I Wanna Be A Millionaire”. Last 6 months I have been talking to young and old about the magical figure of Rs. 10 Lakhs…
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For Investing, Age is Just a Number
She was born on 1st June 1946. Economics Graduate from Assumption College Kerala. Married to Retired Senior Inspector of Kerala Police (Late) Mr TG Mathew. Blessed with 3 daughters, who gave her 5 grandchildren. Today She started her investments in Equity Mutual Funds under my firm’s guidance at a sweet age of 75. Goal Planned…
Malfunctions of My Brain 