Category: Others

  Be accessible Clients now expect the advisor to understand who they are and their needs and preferences without having to tell you repeatedly.  Client needs the whole team to serve them at any time. Client expect easy, fluid interactions… Read more

A lot has been discussed about behavioural finance and how advisors can benefit it from during client interactions. But what are advisors actually doing about it? Now you can put the most powerful principles of behavioural finance to work for… Read more

 buying growth at a premium is better than focusing only on optically cheap valuations of slow growth businesses, and has realigned the portfolio accordingly. The other aspect that guides his portfolio construction philosophy is to remain well diversified – irrespective… Read more

Everybody, his aunt and her poodle has a view on the market. So experts who have NEVER invested in the markets, to people who have 99% of their net worth in the market are now saying what to do. Market… Read more

Should I invest in direct equities or should I invest in Mutual funds? Should I invest through a SIP in mutual funds or should I time the market? Even for people who have answered the question ‘should I invest in… Read more

Some of my learning from investing: If your family is not risk oriented / risk understanding it is difficult for you to invest / trade in equities. Investing maybe a part time activity, but equity trading is a full time… Read more

I have referred to investment risk very many times in the past. This is a really scary risk in the Indian context NOW, as the inflation rates are sky rocketing. What exactly is Inflation risk? Inflation risk is the danger… Read more