Managing Family Finances for Families with Special Needs Children
A Webinar on Managing Family Finances for Families with Special Needs Children – 13th February 2021
“WHY US?”
How should you choose a Financial Advisor / Planner? People generally get advice from a variety of sources namely colleagues, friends, family, banks, stockbrokers, chartered accountants, insurance agents, advisors, wealth managers, and planners. Most people today end up taking advice from several different people and hence end […]
The Right Way
For quite a few years now, our team has been asking people, this question: How do you take financial decisions ?? The responses have been wide-ranging. Most people adopt a very ad-hoc approach. If they have liquidity and money in the bank, they end up buying investments from the first sales-person walking in to sell […]
The Big 5 Money Questions- How well can you answer them ?
We are all looking to build a financial masterpiece for our lives. Things may not be perfect today, but perfection is what we are all in pursuit of. But where do we start, and how do we get ahead? Questions are the answers. In his best-selling book The Behavior […]
Slow And Steady Capital
All of us grew up reading and thoroughly believing the moral of the ‘Hare & Tortoise’ story. But then we all grew up and ‘life’ happened. Sadly, ‘Slow and Steady’ soon got replaced by ‘Fast and Crazy’ as the new winning mantra. For the past 50 years, Fast […]
PERCEPTION v/s REALITY
Of all the ‘laymen’ explanations on inflation that I have read over the years, this has been the most interesting. In a 2008 article, master investor, Ajit Dayal, explains inflation in simple samosa terms. In 1980, it probably cost you Re 1 to buy one samosa. Today, it […]
Buy Low | Sell High = Dumb
“Buy Low – Sell High.” Is one investment advice which is: Clichéd, Misunderstood, Abused. Abused. Because I can quote reams of data and statistic on how investors behave quite the opposite. Be it any asset class, be it any corner of the world, investors pump in money when the market tops and push the panic button […]
Goals v/s Everything Else
Begin with the “WHY?” Ask yourself these questions: Why are you earning, why are you saving, why are you investing?? I highly doubt you said, “So I can beat the SENSEX.” What you probably said was something like, “So I can send my kids to college,” or “So I can retire early,” or “So I can […]
The Sensex has reached 20,000 now what?
Don’t we all just love Carl Richards !! As an expert in the field of Financial Planning, Carl has done a huge favor to the entire investor fraternity by simplifying a knotty (yet crucial) subject: Behavioral Finance and turned it into powerful, simple to understand ‘Napkin Sketches’ in his best-selling book: The Behavior Gap The […]
Behavioural Finance
Behavioural Finance Most people often devote rather waste a lot of time finding the next big investment , hot stock , fund , real estate and so on. However the most important thing that impacts every family’s overall financial well being is the area of behavioural finance. This is often a neglected area by most […]