2021 was the year of recoveries for economies, companies, and people. Next year promises more along the same lines. What are the top stories that spring to mind? The healthy pace of vaccinations is welcome. Interest rates continue to be low, Sensex, in 2021, moved up 19%. Diversified equity funds across categories did well. Debt Funds continued to
For several reasons, I have been thinking about Professionals. Today, I am going to share a few instructive stories about my experiences with three consummate Professionals. But first, let’s define what or who is a Professional. Simply put, a professional is a person who is an expert at the service they render and is qualified […]
SPOUSE FACTOR: To create coherent investment planning strategies for life, for the family, you must involve your spouse. Why.
Nobody doubts equities when markets are on a tear. Some of us do our homework and choose mutual funds (MFs) that are most suitable for our goals. But some jump into the pool even if they don’t know how to swim. The knives are out when markets tumble. When equity markets collapsed this March, obituaries […]
Live conferences are a different way to learn and expand our consciousness, perspectives, and knowledge base on subjects which then inform our career and life decisions. I attended one such event last Friday in Mumbai and met India’s top fund managers to understand their outlook on the capital markets and opportunities for investors going forward. […]