IFAs should discuss making a will with clients at an early stage
Deepak Jaggi, Director and Head Sales - Retail, Deutsche Asset and Wealth Management discusses the importance of making a will.
by Deepak Jaggi Jan 20, 2016
Similarities between flying kite and financial management
Some have less, some have more. But the ones who have less manjha (thread used to fly kites) don’t stop flying kites. This holds true for investing too. You don’t need a lot of money to invest. All you need is one kite and some manjha to start flying!
by Neeraj Bahal Jan 15, 2016
2016: a year of stock picking
by Source: LiveMint Jan 11, 2016
‘You cannot predict the future, but you can protect yourself’
The track record of forecasters is not as impressive as one would like to see. So if you cannot predict, protect your portfolio.
by Amit Trivedi Dec 31, 2015
Intermediation is getting disintermediated – Part II
Rajesh Krishnamoorthy, MD of iFAST feels that advisors will have no choice but to adopt a fee model in the future.
by Rajesh Krishnamoorthy Dec 18, 2015
Even ‘dumb’ investors can create wealth if they stay the course
What matters is buying wisely and then simply staying the course.
by D Muthukrishnan Dec 17, 2015
Importance of nomination and will
Dileep Choksi, Chief Mentor and Advisor, Will Effect, discusses the merits and challenges of transferring beneficial ownership in financial instruments through a nominee.
by Dileep Choksi Dec 15, 2015
Intermediation is getting disintermediated
Rajesh Krishnamoorthy, MD, iFAST Financial, does some crystal gazing about the implications of the sweeping changes in the distribution space and what it means for distributors.
by Rajesh Krishnamoorthy Dec 2, 2015
Is irrational behavior good for markets?
If it wasn’t for the impulsive, overconfident, irrationally exuberant, cognitively biased masses and their quirky behavior, we would have no markets at all.
by Roger Mitchell Dec 1, 2015
Is financial advisor merely a financial doctor?
Other than being an extended family member, an advisor is a comprehensive package possessing the skills of an Architect, Engineer, Doctor, Psychologist and a philosopher.
by Vinayak Sapre Oct 31, 2015
