Investment needs to be boring

If you seek excitement from your investment portfolio, you are doing it wrong.One of my clients recently asked "Why don't…

1 year ago

Should you break your FD to move money to equity mutual funds?

Indeed, a common and relevant question when building an investment portfolio. The quick answer is: Give preference to equity mutual…

1 year ago

How a financial coach can help you take control of your finances

Are you feeling lost when it comes to managing your finances? Or maybe you’ve got big goals like buying a…

1 year ago

Focusing on risk, not just returns

The Secret to Long-Term Investment Success: Focusing on Risk, Not Just ReturnsWhen building an investment portfolio, many focus solely on…

1 year ago

Does your family know where you have invested?

I met a client whose father passed away recently. He had no idea of where the investments were made by his…

1 year ago

Financial emergency preparedness: 4 key steps to secure your future

Zingadi ke saath bhi, Zindagi ke baad bhi… Let’s specifically talk about, JUST Aane waali Zindagi - Securing our family…

1 year ago

Should you invest in long-duration debt funds now?

India's 1-year G-Sec is trading at 6.75% and 10-year G-sec yields 6.85%. The difference is only 0.10%.5-year G-sec is trading…

1 year ago

Planning finances for the epic international family vacation ✈️

Every time my family plans a trip abroad, the mantra quickly becomes – "Don’t count the days. Make the days…

1 year ago