I recently attended the Cafe Mutual event at Mumbai.This is an annual conference for independent financial advisers. We meet to exchange knowledge and hear from the investment experts. These events helps us to improve our client experience and increase our value proposition. I would like to share some takeaway which can help you investors. One […]
All posts by admin
How to accumulate 1 Crore – Series 3
Let’s begin by stating the obvious: You earn when you work. But can you earn money all the time without having to work all the time? Truth be told, you can. There is a way to earn more by being better organised, instead of working more and all the time. As a matter of […]
Savinvesting – To live well all the time
So what does a quote from football have to do with savings and investment, you ask? A lot. A lot of which is, in fact, particularly relevant now. Speaking of a lot, the quote says a lot about human behaviour. Truth be told, it’s worth paying close attention to because it gives you something that […]
Time for Active Allocation in Debt Fund
The time is ripe and right for considering an allocation in Debt Funds now. In fact, the time do it is now. The much-awaited and anticipated rate cut by the RBI has come in effect last week, in the form of a 0 .25% cut in the repo rate, the reasons for which we […]
5 Things you must know about your CIBIL score
‘Credit Score’ is a term that is much-talked about in knowledgeable circles. But, put simply, what is it? Stay tuned. For what you learn here about your credit score might help you get a better rate when you apply for your loan. Let’s begin with a case in point: Rahul Patkar wanted to know his […]
5 Smart moves to make money in 2015
2015 is here. And things are on the move already. For starters, things look more positive this year because of the policy dynamism shown by the new government in particular. That apart, falling interest rates, a possible acceleration in growth rate and lower crude oil prices are the likely triggers to get the Indian […]
Resolve to make 2015 Happier!
Learn well from the past and you will be blessed with a happy future, it is said. And it makes sense. So, quickly, here’s what we can learn from the year 2014 to make 2015 a happier year. For one, 2014 was a good year for investments. The elections delivered a clear mandate. The Equity […]
How to imbibe 8 habits of financially sucessful people!
8 habits of financially successful people you should imbibe 1.They make a plan By failing to prepare, you are preparing to fail,’ said Benjamin Franklin. Planning is clearly the unstated commonality among winners and the first step to formulating a successful strategy. Next is framing of goals. The final step is to start saving for […]
Investing with a purpose
“The purpose of life is a life of purpose”– Robert Byrne Daily we come across individuals with diverse investment portfolios and strategies. It often amazes us, the combination of things they have put money into and makes us wonder about their objectives. They will have strange combinations of FMPs, arbitrage funds, ELSS and Gold Funds […]
How to nurture your Investments!
“The problem with the world is that the intelligent people are full of doubts, while the stupid ones are full of confidence.”– Anonymous Paralysis by analysis, they say. In many cases it is true as per our experience. Believe it or not, the client who spends a lot of time on analysis often ends up […]