Guest Column

Skills that separate you as an investment manager: creativity

Gaining creativity has two major accelerants. First, constantly be aware of your and your firm’s boundaries. Second, creativity is about awareness. So the remedy here is: you guessed it, meditation and to challenge orthodoxy by taking mental leaps of faith.

by Jason Voss, CFAJan 13, 2015

How to grow your SIP book in 2015

Vinayak Sapre of Insights gives practical advice on how advisors can grow their SIP book irrespective of where the market moves.

by Vinayak Sapre Jan 3, 2015

Person of the year 2014

Like every year, there were several deserving contenders but the winner is…Read on to find out!

by Navneet Munot Jan 2, 2015

The market crash is good news!

Look at the correction as an opportunity to engage with your clients, says Amit Trivedi of Karmayog-Knowledge.

by Amit Trivedi Dec 17, 2014

Robo advisors versus human advisors

Here’s a comparison of what Robo advisors vis-à-vis human advisors have to offer to their clients.

by Swarn SaurabhDec 15, 2014

Will burning cost cause massive heartburn?

While IRDA’s motive in trying to stop the insurance industry’s self-inflicted spiral of descent to the depths cannot be faulted, could some remedial measures have been taken by the industry itself? Perhaps yes.

by Gurpal Singh DhingraDec 1, 2014

World is changing, are you?

Always remember that clients don’t issue addendum before making changes to their behavioral patterns.

by Vinayak SapreNov 13, 2014

Which asset allocation model should your clients follow?

In the western world, asset allocation advice driven by computer algorithms (Robo-Advisors) are posing serious threats to human advisory practice. If we believe in trends, then the time is not too far for us to do a catch up game.

by Swarn SaurabhOct 27, 2014

“Pretend and Extend” vs. Prediction: Other Lessons from Berkshire Hathaway

The genius of the Berkshire Hathaway approach, particularly the approach to acquisitions, is to focus on likely significant future changes.

by A. Michael Lipper, CFASep 16, 2014

The business of advising in India

Investors can’t distinguish between right and wrong advice.

by D V Suresh Sep 4, 2014

Real Estate Investment Trusts accorded pass through status; albeit with limitations

REITs and Investment Trusts have been accorded a pass through status in this Budget making them much more attractive for investors.

by Amit MaheswariSep 3, 2014

Can PPF beat Sensex returns over 20-year period?

A recent article published in a leading newspaper stated that PPF has beated Sensex returns over a 20-year period caught everyone’s attention. Amit Trivedi shows how statistics can fool us.

by Amit TrivediAug 30, 2014

Have you got an edge over the markets?

Even if some people are able to outperform the markets, most are not. In financial jargon, most people do not have an edge over the financial markets, which is to say that they can’t perform better than the financial market through active selection of some investments over others.

by Lars Kroijer, Author of Investing DemystifiedAug 27, 2014

Lessons for the IFA from airline safety announcements

IFAs can draw lessons on how to alert and caution investors from airline safety instructions. Read on to find how…

by Amit Trivedi, Karmayog Knowledge AcademyAug 12, 2014

Have you made a profit on your life?

Imagine that your personal life is a business. Are you profitable? If you’re neglecting your loan balances and buying expensive things on credit, consider how you would react if one of the companies in your portfolio was doing the same thing.

by Will OrtelAug 1, 2014

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