What the Indian investor wants from his advisor
The relationship between a client and his financial advisor is almost sacred and is purely fiduciary in nature.
by Radhika Gupta Dec 31, 2017
Habits of successful financial advisors
Most financial advisors and mutual fund distributors recommend their clients to start investing once they identify their life’s goals. Why should it be any different for the financial advisors?
by Amit Trivedi Dec 26, 2017
Did the markets go up 21% due to demonetization?
Amit Trivedi examines if the Nifty rise of 21% for the one-year period since the announcement of demonetization is a coincidence, correlation or cause.
by Amit Trivedi Nov 13, 2017
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