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Posts tagged: wealth creation

How to start thinking Long Term

February 24, 2015/ Learnings, Mutual Funds / Leave a comment

If you want to live a happy life, tie it to a goal, not to people or things. – Albert Einstein People who maintain focus on long-­term goals can achieve much bigger things in life. It makes perfect sense to think long term. But how, especially when you have to contend with everyday distractions and […]

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CafeMutual Adviser event at Mumbai

February 15, 2015/ Learnings, Market Outlook, Mutual Funds / Leave a comment

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 […]

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How to accumulate 1 Crore – Series 3

February 5, 2015/ Mutual Funds, objective / Leave a comment

  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 […]

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Savinvesting – To live well all the time

January 29, 2015/ Learnings, objective / Leave a comment

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 […]

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5 Things you must know about your CIBIL score

January 21, 2015/ Credit Score, Fixed Income, Learnings, objective / Leave a comment

‘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 […]

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5 Smart moves to make money in 2015

January 15, 2015/ Learnings, Market Outlook, Mutual Funds, objective / Leave a comment

  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 […]

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Resolve to make 2015 Happier!

January 13, 2015/ Learnings, Market Outlook / Leave a comment

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 […]

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How to nurture your Investments!

December 18, 2014/ Market Outlook, Mutual Funds / Leave a comment

“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 […]

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Why Real Asset gains are not always real!

December 9, 2014/ Fixed Income, Market Outlook, Mutual Funds / Leave a comment

Fact of the matter is, for a number of historic reason, we love to hoard. We hoard less than we used to, but there’s no denying the fact that we still do. But is hoarding a smart and safe way to plan your finances and future? We think not. Don’t hoard. That should be the […]

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Road to the Big 1… Series 2

November 10, 2014/ Mutual Funds / Leave a comment

I’m not upset that you lied to me, I’m upset that from now on I can’t believe you. – Friedrich Nietzsche We’re with the great German philosopher on this one. Especially when it comes to helping your investments gain ground. To gain ground, we first need to gain trust. And it works both ways. To […]

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