Tag: Succession Plan

• 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

• 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 […]

  Antony Trackfinder

  10th May 2022

  Asset Allocation, Business Culture, conversation, Cryptocurrency, Entrepreneur, Environment, financial planning, Guaranteed Income, Health Insurance, HNI & UHNI, Indian Stock Market, Investing Concepts, Kerala, Legacy, Mediclaim, Mistakes, Nature Walks, NJ wealth, Risk Management, Stock Market Investment, Tax Saving ELSS, Trackfinder Team, wealth management

  Appreciation, Asset Allocation, atmanirbhar, Average Return, Bear Market, Birthday Gift, Bull Market, business, Cryptocurrency, Dhanteras, Family Protection, FD, financial planning, Flora, Guaranteed Income, Health Insurance, Investment Tips, Investor, Kerala, Monthly Income, mutual funds, mutualfundssahihai, Performance, personal finance, PF, PMS, Post Office, Profit Booking, Risk Management, SIP, SIP Challenge, stock market, Succession Plan, Tax Free Income., Term Plan Insurance, trackfinder, value buying, wealth management

• 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 […]

  Antony Trackfinder

  23rd Apr 2022

  Asset Allocation, financial planning, Guaranteed Income, Health Insurance, HNI & UHNI, Indian Stock Market, Investing Concepts, Legacy, Mistakes, Nasdaq, NJ wealth, Risk Management, Stock Market Investment, Tax Saving ELSS, Trackfinder Team, wealth management

  Asset Allocation, Average Return, Bear Market, Bull Market, business, Children, compliments, Family Protection, financial planning, Guaranteed Income, Health Insurance, Investment Tips, Investor, Monthly Income, mutual funds, mutualfundssahihai, Nasdaq, Performance, personal finance, Profit Booking, Risk Management, SIP, stock market, Succession Plan, Term Plan Insurance, trackfinder, value buying, wealth management

• Phinnaeus: Why I like English Subject

  

  One of the best investment decisions I took in my life was in 1999. It did not involve money but it was necessary to make it. I pronounced, “English will be the only language allowed in my family. No conversation can be in Malayalam or Hindi”. It was not a welcome move. Many of my […]

  Antony Trackfinder

  5th Apr 2021

  Artist, attitude, Books, compliments, Creative Writing, Entrepreneur, Gratitude, Mistakes, Poems, Reading, Thoughts

  Appreciation, Artist, attitude, Books, Children, compliments, Creative Writing, Family, Gratitude, Happiness, Reading, Succession Plan

• Temptation, A Tempest In Our Heart.

  

  Failure is the loudest silence an individual hears when he falls into it. Personal disasters can lead us into temptations forcing our hand to do extremely diverse and unexpected things. The noiseless cling-clang inside us can turn on our multiple personalities swinging wildly between vicious, aggressive or sober. I look at all my misfirings as […]

  Antony Trackfinder

  10th Feb 2021

  Legacy, Mistakes, Thoughts

  Appreciation, arrogance, attitude, Devil, Happiness, Succession Plan, tightrope

• PBC – Partner Business Convention.

  

  Out of the 14, I have been part of 13 PBC’s. Sheer hardwork, dedication and team work has helped me create a sustainable business with relevance. By the grace of God, I was always blessed with a team who performed very well. I leaned working with them and their loyalty and support made me work […]

  Antony Trackfinder

  11th Dec 2020

  attitude, compliments, Entrepreneur, Gratitude, NJ wealth, Thanks Giving, Thoughts, Trackfinder Team, Uncategorized

  Appreciation, atmanirbhar, attitude, business, Family, Gratitude, Happiness, Investment, Investor, Succession Plan, Thanks Giving, trackfinder

• Legacy, Bestowing Prosperity To The Next Generation.

  Happy Dussehra to you and your beloved family, Navratri Festival: Day 9 – Ram Navami – Purple Let me share a small true story: In 2013 she was my staff for a short while, a single parent with huge responsibility on her shoulder. Yesterday (24-Oct-20) I met her and family. It was a panic call. […]

  Antony Trackfinder

  25th Oct 2020

  Asset Allocation, Cryptocurrency, financial planning, Health Insurance, HNI & UHNI, Legacy, Mediclaim, Mistakes, NJ wealth, Risk Management, Stock Market Investment, Trackfinder Team, wealth management

  Children, Investment, Investor, Mediclaim Policy, mutual funds, stock market, Succession Plan, Term Plan Insurance, Will Writing