Insurance is a subject matter of solicitation, Seriously?

“Insurance is a subject matter of solicitation”: Says IRDA.Which essentially means that insurance has to be requested or asked for (by an Earning Individual), not sold by an Advisor or Firm. This is one the reasons that thousands of Indians die without protecting their beloved family with an Adequate Insurance Cover. This is not justContinue reading “Insurance is a subject matter of solicitation, Seriously?”

Thoda sa Philosophy, Economics and Foot Note

Dear Trackfinder Investor,“The Developing Stories to Follow.” Thoda sa Philosophy:Have India and I do fairly well compared to the past?That is one of the key observations you need to note to be peacefully successful.As an individual, Financial and Investment Goal Planning is the actual management that you need for knowing the Fixed and Discretionary Spending.Continue reading “Thoda sa Philosophy, Economics and Foot Note”

Coconut and Currency Conversation

When we are surrounded by nature, the amazing properties that create its beauty are way beyond our comprehension. None teaches you like Flora and Fauna. I love to see things in my own peculiar way. The greatest investment that our ancestors have made for us is the nature that is around us. Unfortunately, that remainsContinue reading “Coconut and Currency Conversation”

Colours of an Investment Portfolio

“Portfolio is a true representation of your Strength, Weakness, Vision, Hardwork, and Future.” As a wealth manager, I often face the challenge of creating an investment portfolio within the first 15 min of meeting an investor.Penning the names of funds and stocks, I often give the impression of a magician pulling out a rabbit fromContinue reading “Colours of an Investment Portfolio”

It’s Never Too Early To Plan Your Own Steady Income

In a world where the FD, RD, and PF do not give you a consistent guaranteed income, you need to meticulously work towards 3 facets of income. Guaranteed Income Plan. Mutual Funds Monthly Income Plan. Dividend Income from Bluechip Stocks. Today I am addressing the first one. The other 2 will be shared on theContinue reading “It’s Never Too Early To Plan Your Own Steady Income”

Value Investor Ki Khoj Me! (In Search of)

Has worry ever helped? Worrying only helped our enemies of all forms. If you continue to worry about smaller things, your health will end up paying a price.¬†You need to wake up that child in you who always enjoyed the rollercoaster ride in an amusement park. Fun is not while it is going up, itContinue reading “Value Investor Ki Khoj Me! (In Search of)”

Doctor or the Medicine, Who Cured The Patient?

Every day we learn something new. The experience of experimenting with new frontiers of inter personal conflicts is worth documenting. Every new chapter helps us unlearn something that is redundant. Unlearning is a process that requires more focused approach than holistic one. This write up is a result of an animated conversation i had withContinue reading “Doctor or the Medicine, Who Cured The Patient?”

Postponing Your Goals is Pushing the Inevitable Forward.

Kal Karenge! (I will do it tomorrow)Agle Mahine Se Chalu Kartha huin! (I will start next month)Maybe next year when I get my increments or DA!I am thinking about it. I need more time to learn all these at first. These are the usual affirmations people make to my following questionWhen are you starting yourContinue reading “Postponing Your Goals is Pushing the Inevitable Forward.”

X-Mas & Investments, Three French Hens: Faith, Hope and Love.

Can you imagine a world without Love, Hope and Faith? I asked my younger son Phinnaeus (13). His repartee was. “Everyone will be looking dull, no one will care for no one.” He doesn’t know what I am writing, he is in his own world.A child’s thoughts and words are messages in its purest form.Continue reading “X-Mas & Investments, Three French Hens: Faith, Hope and Love.”

Volatility, a Partridge in a Pear Tree.

12 days of Christmas and 12 months of Volatility. Frankly speaking, I could not pull out anything from the stock market to compare with the the first day of Christmas other than volatility. The Legend of Christmas The Twelve Days of Christmas, also known as Twelvetide, starts from 25 Dec to 5 Jan, is aContinue reading “Volatility, a Partridge in a Pear Tree.”

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