The core elements of investing
Mark Armbruster, CFA discusses the most commonsense strategies of investing which are largely ignored by the professional fund managers.
by Mark Armbruster, CFA Aug 19, 2013
Institutional shareholders rarely ever drag the company and its management to the courts
In these times of trust deficit, Indian investment managers and investment advisors should work harder to develop and retain trust of investors.
by Shriram Subramanian Aug 16, 2013
Believe in Unbelievable!
We must always begin things on a positive note. Results might not be as expected though we must carry on until we achieve the desired goals.
by Kanak Jain, Mentor, Ask Circle Aug 9, 2013
Lessons to be learnt from the recent events in bond markets
Despite the recent bout of losses in bond funds, they have not lost their ability to generate returns.
by T Srikanth Bhagavat, Hexagon Capital Advisors Aug 6, 2013
Investing in bond funds: What you actually need to know? – Part II
Unless we really manage to screw our economy very badly, interest rates generally move in cycles.
by Dheeraj Singh, Finanzlab Advisors Jul 29, 2013
Investing in bond funds: What you actually need to know? – Part I
Unlike equities, bond investments do not, generally, suffer from the “catching a falling knife” metaphor.
by Dheeraj Singh, Finanzlab Advisors Jul 26, 2013
Revisiting the Promoter Put in mutual funds
Mutual funds are passthrough products and investors have to share not just the upside but also the downside.
by Dheeraj Singh, Finanzlab Advisors Jul 18, 2013
‘Without technology in my life, I would have been doomed!’
Gajendra Kothari of Etica Wealth Management tells us how gadgets and applications have helped in winning clients and becoming more productive in his practice.
by Gajendra Kothari Jul 16, 2013
Don’t procrastinate on the subject of writing a will
Advisors can learn a lot from this article by Sujata Kabraji in which she gives a step by step guide on how to go about writing a will.
by Sujata Kabraji Jul 1, 2013
Don't fool yourself about retirement
Educate your clients that this is one goal that must be taken seriously and thought of the moment one starts earning....
by Content Team, iFAST Financial India Pvt Ltd Jun 9, 2013
How to charge fees from your clients? Learn from real life examples…
Clients pay us when they see us improving their financial lives, believes Deepali and cites three examples
by Deepali Sen Jun 2, 2013
Are you on the right direction?
Sadique urges advisors to address 10 important questions relating to their future.
by Sadique Neelgund May 30, 2013
Mis-selling of MFs is now a fraudulent practice; get prepared to deal with it
To avoid unlimited personal liability, adopt either the LLP or the Private Limited Company framework.
by Rajesh Krishnamoorthy May 27, 2013
What’s with the mad rush towards gold and real estate?
Are investors being really foolish, in saying, “my property has doubled in eight years”, when they can double their money in the bank or post office in the same time with virtually zero risk?
by Dilshad Billimoria May 16, 2013
Change is unavoidable
Intermediaries across the board need training on psychology, economics, technology and soft skills.
by Vinayak Sapre May 1, 2013