Category: Life Insurance

• Never Bet Against India, She is an Opportunity

  One of the best lessons I have learned from Mutual Funds, the Stock Market and the Gym is ”Short Term Pain leads to Long Term Gains.” Never bet against India. I never do that, I often use this kind of opportunity to buy Value at a cheaper Price. Some of the social media memes floating…

  Antony Trackfinder

  20th Mar 2023

  Asset Allocation, financial planning, Guaranteed Income, Health Insurance, HNI & UHNI, Indian Stock Market, Investing Concepts, Life Insurance, Long Term Investment, NJ wealth, NSE & BSE, Retirement Planning, Risk Management, Stock Market Investment, Tax Saving ELSS, Trackfinder Team, Uncategorized, Value Investing, wealth management

  Appreciation, Asset Allocation, Average Return, Bear Market, Bull Market, financial plan, financial planning, Investment, Investment Tips, Investor, Life Insurance, MARS, mutual funds, mutualfundssahihai, NJ wealth, personal finance, Risk Management, SIP, SIP Challenge, stock market, trackfinder, value buying, wealth management

• Personal Wealth Management

  What activities do you lose yourself in? Habits Maketh a Man! So goes the saying. Reading between the economic data and then coming out with out-of-the-ordinary picked from the Mutual Funds and Stocks to create a portfolio that delivers surprise returns at the end of the medium-term and long-term is what I completely immersed myself…

  Antony Trackfinder

  17th Mar 2023

  Asset Allocation, Business Culture, compliments, conversation, Cryptocurrency, Daily Prompt, Entrepreneur, financial planning, Guaranteed Income, Health Insurance, HNI & UHNI, Indian Stock Market, Investing Concepts, Life Insurance, Long Term Investment, Mediclaim, Nasdaq, NJ wealth, NSE & BSE, Retirement Planning, Risk Management, Stock Market Investment, Tax Saving ELSS, Value Investing, wealth management

  Appreciation, Asset Allocation, atmanirbhar, Average Return, Bear Market, Bull Market, business, Cryptocurrency, dailyprompt, dailyprompt-1877, Family Protection, FD, financial planning, Guaranteed Income, Happiness, Health Insurance, Investment, Investment Tips, Investor, LIC Policies, Mediclaim Policy, Monthly Income, mutual funds, mutualfundssahihai, Nasdaq, NJ wealth, personal finance, PF, PMS, Post Office, Profit Booking, Retirement Planning, Risk Management, SIP, SIP Challenge, stock market, Succession Plan, Tax Free Income., Term Plan, Term Plan Insurance, Unlearn, value buying, Value Investing, wealth management

• 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.…

  Antony Trackfinder

  10th Mar 2023

  Artist, Asset Allocation, attitude, Business Culture, compliments, Daily Prompt, Entrepreneur, financial planning, Indian Stock Market, Investing Concepts, Life Insurance, Long Term Investment, Mistakes, NJ wealth, Retirement Planning, Risk Management, Stock Market Investment, Value Investing, wealth management

  Appreciation, attitude, dailyprompt, dailyprompt-1868, failure, financial planning, Happiness, mutual funds, personal finance, Risk Management, successful, Teachers, trackfinder, wealth management

• 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.

  Antony Trackfinder

  9th Mar 2023

  Asset Allocation, conversation, Daily Prompt, Entrepreneur, financial planning, Guaranteed Income, Health Insurance, HNI & UHNI, Indian Stock Market, Investing Concepts, Life Insurance, Long Term Investment, Mediclaim, Nasdaq, NJ wealth, NSE & BSE, Retirement Planning, Risk Management, Stock Market Investment, Tax Saving ELSS, Value Investing, wealth management

  dailyprompt, dailyprompt-1869

• 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…

  Antony Trackfinder

  9th Mar 2023

  attitude, Business Culture, compliments, conversation, Corporate Executives, Doctor, Entrepreneur, Fathers Day, financial planning, Gender Equality, Gratitude, Health Insurance, International Womens Day, Investing Concepts, Legacy, LGBT, Life Insurance, Long Term Investment, Medicine, Mediclaim, Newspaper, Retirement Planning, Risk Management, Romance, Stock Market Investment, Thanks Giving, Trackfinder Team, Value Investing, wealth management, Womens Day

  Family, financial planning, Gender Equality, Happiness, International Womens Day, Investor, LGBT, Risk Management, stock market, wealth management, Womanpreneur

• 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.…

  Antony Trackfinder

  1st Sep 2022

  Asset Allocation, Business Culture, conversation, Doctor, Entrepreneur, financial planning, Guaranteed Income, Health Insurance, HNI & UHNI, Indian Stock Market, Investing Concepts, Legacy, Life Insurance, Mediclaim, Mistakes, NJ wealth, Retirement Planning, Risk Management, Stock Market Investment, Tax Saving ELSS, Trackfinder Team, Value Investing, wealth management

  financial planning, Investment, Investor, mutual funds, Retirement Planning, Risk Management, stock market, wealth management

• 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…

  Antony Trackfinder

  29th Jul 2022

  Asset Allocation, attitude, Business Culture, Cryptocurrency, Doctor, Entrepreneur, financial planning, Guaranteed Income, HNI & UHNI, Indian Stock Market, Investing Concepts, Kerala, Legacy, Life Insurance, Medicine, Mediclaim, Mistakes, NJ wealth, Risk Management, Stock Market Investment, Tax Saving ELSS, Trackfinder Team, Value Investing, wealth management

  Asset Allocation, financial planning, Investment, Investor, mutual funds, Risk Management, SIP, stock market, Value Investing, wealth management

• 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…

  Antony Trackfinder

  18th Jun 2022

  Asset Allocation, conversation, Fathers Day, financial planning, Guaranteed Income, Health Insurance, HNI & UHNI, Investing Concepts, Life Insurance, Risk Management, Thanks Giving, Trackfinder Team

  Appreciation, Asset Allocation, atmanirbhar, Birthday Gift, compliments, Family, Family Protection, Fathers Day, financial planning, Guaranteed Income, Health Insurance, LIC Policies, Life Insurance, personal finance, Risk Management, Succession Plan, Term Plan, Term Plan Insurance, wealth management