Category: financial planning
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Jai Hind, Jai Jawan, Maa Tuje Salaam – HDFC Defence Fund – Final Part
जय हिंद – जय जवान, भारत माँ तुझे सलाम IYou’re a good soldier, choosing your battlesPick yourself up and dust yourself off, get back in the saddleYou’re on the frontline, everyone’s watchingYou know it’s serious, we’re getting closer, this isn’t overThe pressure’s on, you feel itBut you got it all, believe itWhen you fall get…
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Transliterating Indian Economic Data
I am not an Economist; however, I love the subject and also understand its importance in an Advisor’s life as well as in the wealth creation journey of an investor. Growth is often represented by a graph. The fact about growth is, it is always created by using a rear-view mirror, not by looking forward…
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7 Habits of Successful Investors
7 Habits of Successful Investors according to me are listed here for you. This may or may not suit you as we all live in our own time and space. Some of the points may be outright outrageous. Some are impractical. Some definitely not my cuppa, you may feel all these. What I am penning…
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You Are In The Wrong Profession
How has a failure, or apparent failure, set you up for later success? January of 2004. I walked into the medical shop of a 65 years old gentleman for soliciting an endowment policy. He demanded 50 years premium paying period. When I hesitated, he asked me about my education and background. I politely answered everything.…
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What are your Credentials as Personal Wealth Manager
What is one question you hate to be asked? Explain. Sometimes I feel it is best left unanswered. After 2 decades in the financial industry and managing over ₹2 Bn in assets, should I care answering that? Probably not. Perseverance and Performance should speak in itself.
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Bread Winners and Home Makers
There was a time when Men were called “Bread Winners” and Women were known as “Home Makers.” In the 21st century this is one of the most visible changes that is happening around us. Both the Women and Men are shouldering the “Family Building” process and in some cases the old saying is reversed making…
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Think Bigger for You and Your Kids?
My team and I have been running an Investor Program called “Who wants to be a millionaire?” for the last decade. Many of my investors read my article and jumped onto that bandwagon and made it a reality albeit with difficulties in managing funds and believing in the process we spoke about. In the last weekend’s business briefing,…
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Bulls, Bears and Economy: Who is winning?
Yesterday one of my investors asked me about inflation. “What do you think about the market at these levels of higher inflation?”My answer to that was a question and a statement. “What can you do about inflation? Things that are not in our control should not bother you, instead, you should think rationally and move…
Malfunctions of My Brain 