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Category: Investment planning

Advantages of being wealthy

May 1, 2017 Admin

What is the main advantage of being wealthy? Simple. Some of your ancestors have understood the role of ‘n’ in the  compounding formula. They also know the virtues of sitting tight in one place and not affecting the compounding process…. Read more

Posted in Education, Finance, Investment planning, Mutual Funds, Real EstateLeave a comment

Workshop on Goal Based Investing…

May 1, 2017 Admin

Our book on ‘You Too Can be Rich – with Goal Based Investing’ is not just a book. It is a work book. It has worksheets and calculators…and so Conducting a workshop on ‘Goal Based Investing’ When: 19 May, 2017… Read more

Posted in Education, Investment planningLeave a comment

Who is a value investor?

May 1, 2017 Admin

What are the characteristics of a Value Investor? Or what are the characteristics of a V. I. that I have seen? has a huge appetite to sit on cash for long time has a good understanding of risk hates leverage… Read more

Posted in Bonds/Debt Investments, Education, Investment planningLeave a comment

Foreign investors have pulled out of India at record pace

May 1, 2017 Admin

In November, foreign portfolio investors (FPIs) net sold equities worth Rs 18,909 crore, the highest ever monthly outflow, triggering a streak that saw net sales for 18 consecutive days from November 9 through to December 5. Faced with increasing turmoil… Read more

Posted in Bonds/Debt Investments, Investment planningTagged DemonitisationLeave a comment

Investing for Retirement Needs, Wants and Wishes

April 29, 2017 Admin

When it comes to creating a retirement plan, it’s easy to get overwhelmed. Considering what goals you would like to tackle first can be complicated at any time of life. Like many aspects of life, when creating a retirement plan… Read more

Posted in Investment planningLeave a comment

Five things to do before you start investing

April 29, 2017April 29, 2017 Admin

From times unknown, we have been taught the virtue of savings. “Saving for a rainy day,” is the mantra that almost everyone knows. But then in a world, where we are spoilt for choices, where a modest inflation of 5-6%… Read more

Posted in Investment planningLeave a comment

What’s age got to do with it?

April 29, 2017 Admin

Grow My Money – What’s age got to do with it? Ageing is a pretty standard and integral part of a human’s life. Yet, the needs and requirements of a person keep changing with the advancing years. At different times… Read more

Posted in Investment planningLeave a comment

When to sell a share

April 23, 2017April 26, 2017 Admin

Once you have bought a share, you’ll next need to decide when to sell it. Since bonds/ debentures sell themselves when they mature, this question primarily applies to shares or mutual funds (even the debt mutual funds have to be… Read more

Posted in Education, Investment planning

Industry analysis or Fundamental analysis?

April 23, 2017April 26, 2017 Admin

These days so much is being wriintten about investing, that the average 30 year old knows far, far more than what I knew as a 30 year oldm. No doubt about that. I start my Fundamental Analysis class by asking… Read more

Posted in Investment planning

Choose your advisor carefully!!!

April 22, 2017April 26, 2017 Admin

I have done this post many times in the past…here is one more attempt. When you require a PERSONAL FINANCIAL ADVISOR, you are looking for a fee only personal finance advisor. Let us see who are NOT  pfas: 1. Your… Read more

Posted in Education, Investment planning, Mutual Funds

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