Why HNIs are moving towards a fee-only advisory model?

I met a promoter of an established large wealth management company recently and asked him about his thoughts on the…

1 year ago

Financial market round-up – July’25

Equity Market Insights: Equity markets remain in a positive bias unless some disaster occurs that could break the upside momentum.…

1 year ago

Ego or Self-respect and it’s role in investing

Love and ego can't stay together, but love and self-respect (along with humility) go a long way.It becomes challenging for…

1 year ago

Greed is good or bad?

Gordon Gekko popularised the phrase Greed is Good when he said, "greed, for lack of a better word, is good" in the 1987 film Wall…

1 year ago

Financial market round-up – Apr’25

Equity Market Insights: And It All Falls Down... Over the past few quarters, we’ve consistently shared our view that a…

2 years ago

Changing world order and what you should do?

The world order started changing in 2008 when significant quantitative easing (QE) - money printing and near-zero interest rates, was…

2 years ago

Can AI replace wealth managers?

Recently, I engaged with an AI team of experts to help them build AI-enabled software products for wealth management firms.When I…

2 years ago

Will the equity market go up or down from here?

Equity markets are giving mixed signals. Many people are wondering whether the markets will go up or down from here.Here…

2 years ago