ISO 9001:2015 | 27001:2013 Certified
ISO 9001:2015 | 27001:2013 Certified
Publication: DNA Mumbai; Date: Sep 25, 2006; Section: Personal Finance; Page: 24 People have time to plan their vacations, birthday parties, picnics, but seem to have very little time to plan their finances. Weekends are even busier, and I see some business owners and executives on the phone during weekend dinners, as well. Whatever be the […]
Publication: DNA, Mumbai; Date: September 4, 2006; Section: Financial Planning; Page: 24 A planner understands the client, his objectives and risk tolerance before giving an appropriate advice “I have given Rs 25 lakh to XYZ Securities to manage and they said they are doing financial planning for me”. “I have started SIPs (strategic investment plans) and I dont […]
Publication : DNA, Mumbai; Date: Aug. 14, 2006; Section: Financial Planning Page: 24 Ajay Mehra, an acquaintance, sought my advice on his insurance needs six months back. He asked me: “Do I need an insurance of Rs 90 lakh?” I shared my thoughts with him on why insurance is important and how he should go ahead […]
Publication: DNA; Date: June 26, 2006; Section: Personal Finance; Page: 24 Asset allocation is the most important decision that an investor must make to achieve his financial goals and effectively manage risk. In simple terms, asset allocation is spreading your money across a mix of asset classes, namely bonds, real estate, equity (direct stocks, mutual funds), gold […]
Publication: DNA; Date: June 12, 2006; Section: Personal Finance; Page: 24 For the stockmarket, the week from May 15 to May 22 was replete with such wild gyrations that there may be very few who escaped unscathed. The talking point everywhere is, why did the Sensex go down? Where will it go next? The second query, we all know, is […]
Publication: DNA Mumbai; Date: May 22, 2006: Section: Personal Finance Page: 24 With the Sensex crashing last week, everybody has been trying to answer what do we do now? But my take on it is, does it really matter? Do we really have to try and beat the market? Let me quote an example from […]