Enjoying the journey called life!
A real life case study on life planning.
by Suresh Sadagopan Sep 22, 2017
‘When change is inevitable, let us embrace it in the right spirit’
“Much bad advice is given for free.” These are the words written by Benjamin Graham, in his famous book, The Intelligent Investor.
by Kamal Manocha Jul 20, 2017
Why distributors should not rely on MF ranking agencies
Go for a fund house with a good track record across market cycles, large size and with skin in the game.
by Joydeep Sen Jul 10, 2017
How to use Twitter efficiently
Here are some Twitter tools to help you curate contents.
by Shri Harsha K May 16, 2017
When to exit debt funds?
If you invested three years ago, you should shift to short-term bond funds
by Joydeep Sen May 8, 2017
The rise of the machines
An IFA can handle the client’s emotions, hold hands and give assurances or remind them about the inherent risks.
by Amit Trivedi Feb 21, 2017
Become absolutely engaged to maximize client engagement
Financial advisors would have a certain level of boldness and ability to think big.
by Stephen Wershing Feb 10, 2017