Sunil Mishra, CEO, Karvy Private Wealth draws some useful and relevant insights for all financial planners and advisors from a VISA International survey on financial awareness
While advisors are busy creating financial plans for clients, they should ensure that they do not neglect their own personal finances. Mumbai-based financial planner Melvin Joseph recounts this true story.
Amit Trivedi, Karmayog Knowledge Academy, went for a jungle safari recently and realized that given the similarities between the jungle and financial markets, advisors can learn a trick or two.
Sandesh Kirkire, CEO, Kotak Mutual Fund says that there is a need for consolidated trading platform for equity and debt asset classes; operating within a single (or a coordinated) regulatory framework to increase penetration the retail investors segment.
Funds that have high credit exposure at the short end of the curve are best avoided as the credit yield curve is likely to see a parallel shift upwards from current levels
January 2011 Equity Newsletter: The broad market is not likely to do too well in this current equity environment. Equity markets face both headwinds and tailwinds, and the market direction will depend on the strength of one over the other.
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