For Investing, Age is Just a Number

She was born on 1st June 1946. Economics Graduate from Assumption College Kerala. Married to Retired Senior Inspector of Kerala Police (Late) Mr TG Mathew. Blessed with 3 daughters, who gave her 5 grandchildren. Today She started her investments in Equity Mutual Funds under my firm’s guidance at a sweet age of 75. Goal PlannedContinue reading “For Investing, Age is Just a Number”

Are you a Teacher?

As a Wealth Creator through Financial Products, I ask myself, how much more I need to learn to be a good teacher. Last week when I was conducting a training class for Roma and team, I asked a simple question. “Are you all Teachers? 5th September is Teachers Day; hence I want to know ifContinue reading “Are you a Teacher?”

Gift of Life and Gift of Wealth, a Perspective.

Life and Wealth are two unique gifts we receive from our parents. This has deeper meanings and comes with responsibilities and legacy. Every experience adds values to our life and makes us what we are. Then at one juncture our siblings takes over the job of value addition. In my life, this is done byContinue reading “Gift of Life and Gift of Wealth, a Perspective.”

Profit Taken To The Court

The last 15 months of unprecedented pandemic schooled us many valuable lessons. Investors aren’t sleeping over the investments anymore. Lockdown has taught us to be more Financially Independent, Prudent and Savvy. Some of these below mentioned learnings, I haven’t seen in my 2 decades of wealth building journey for my investors. Unprecedented demand for clarificationContinue reading “Profit Taken To The Court”

Trackfinder Financial Consultancy New Letter Feb2021

1. Articles on Wealth Management MONEY BOXES:A Smart and Simple way to Plan your Finances. ANNUITY PLANS:The SAFEST bet for your RETIREMENT News from the Union Budget 2021-22 Health and WellbeingPhysical & Financial Capital, and InfrastructureReinvigorating Human CapitalInnovation and R&DMinimum Government and Maximum GovernanceDirect Tax Proposals Request you to Read the Full Articles here. https://www.njwebnest.in/newsletter/February-2021.php?pcode=df9d1ee87769099affe817adb6ae4a57

Tax Saving Investments, My Perspective. To Save or Not is Your Call.

SAVE and SALE are two Red Boards with white letters that attract us to check out. Both have wealth building prospective in the long run. JFM acronym for Jan, Feb & Mar in the business world is famous for both SAVE and SALE. It’s often a win-win situation. Tax saving is one that I wishContinue reading “Tax Saving Investments, My Perspective. To Save or Not is Your Call.”

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.”

Two Turtle Doves: The Testament of Wealth Creation.

Two turtle doves: this refers to the Old and New Testaments of Christian beliefs popularly known as Bible. According to the statistics, the most sold book of the world. Turtle Doves also represent Love, Purity, Togetherness and Innocence.In the Christmas song this comes as 2nd Day of Christmas which falls on 26th Dec. In someContinue reading “Two Turtle Doves: The Testament of Wealth Creation.”

PBC – Partner Business Convention.

Out of the 14, I have been part of 13 PBC’s. Sheer hardwork, dedication and team work has helped me create a sustainable business with relevance. By the grace of God, I was always blessed with a team who performed very well. I leaned working with them and their loyalty and support made me workContinue reading “PBC – Partner Business Convention.”

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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