Category: HNI & UHNI
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Whose Recession is it anyway? My Thoughts and Notes
Never in the history of world affairs, there was an extensively documented economic slump for such a long period of time. Social media is the numero uno culprit in spreading minute details also in scary propositions It all started with Corona outbreak, world’s job loss data, current account deficit, depression, PMI contraction, ineffective US Administration, […]
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Inflation, Taxes and Life – You can only give, never take
If inflation is an additional expense on your necessary items, then what are Taxes? If taxation is an additional expense on your necessary earnings, then what is Life? If life is an additional expense on your necessary happiness, then what Am I? We are puppets in the hands of Institutions, Regulations, Relatives, Friends and the […]
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Disabusing Delusions of 3Ns- Numbers, Nasdaq, and Nifty
Steadfast uncertainty has become a permanent part of our life. Almost every sane person started believing that there is a monster lurking around the corner to pounce on you to damage the tranquility of life. For the last 5 years, we have seen it all. The best part of this melee is our resolve to […]
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Retirement Portfolio, Holistically.
“Retirement is great but only if you have a lot to retire on and a lot to retire to.” #LifeAfterFI. I have written many short notes, hacks, and calculations about retirement and life thereafter. Today I felt the need to compile them and give them a fresh POV like old wine in a new bottle. […]
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Value Investing Starts With Value Search
“The secret to investing is to figure out the value of something – and then pay a lot less.”– Joel Greenblatt Deep inside the “Greed, Impatience, Shortcuts, I know everything, and Low-life” you won’t be able to find value. We need to drop them and move to better qualities to be able to shine in the […]
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Insurance is a subject matter of solicitation, Seriously?
“Insurance is a subject matter of solicitation”: Says IRDA.Which essentially means that insurance has to be requested or asked for (by an Earning Individual), not sold by an Advisor or Firm. This is one the reasons that thousands of Indians die without protecting their beloved family with an Adequate Insurance Cover. This is not just […]
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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 […]
Malfunctions of My Brain 