Category: Mediclaim
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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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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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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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Doctor or the Medicine, Who Cured The Patient?
Every day we learn something new. The experience of experimenting with new frontiers of inter personal conflicts is worth documenting. Every new chapter helps us unlearn something that is redundant. Unlearning is a process that requires more focused approach than holistic one. This write up is a result of an animated conversation i had with…
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X-Mas & Investments, Three French Hens: Faith, Hope and Love.
Can you imagine a world without Love, Hope and Faith? I asked my younger son Phinnaeus (13). His repartee was. “Everyone will be looking dull, no one will care for no one.” He doesn’t know what I am writing, he is in his own world.A child’s thoughts and words are messages in its purest form.…
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Volatility, a Partridge in a Pear Tree.
12 days of Christmas and 12 months of Volatility. Frankly speaking, I could not pull out anything from the stock market to compare with the the first day of Christmas other than volatility. The Legend of Christmas The Twelve Days of Christmas, also known as Twelvetide, starts from 25 Dec to 5 Jan, is a…
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Profit is the Appetite Between Need and Want
A month back, Roma asked me: “We have booked profits in Mutual Funds and Stocks for so many of our clients, what’s next?” This has triggered an avalanche of possibilities in my head with regards to profit earned. Conservative to Moderate plans for most of my clients. For some, I had thought of more Aggressive…
Malfunctions of My Brain 