Who Wanna Be A Millionaire?

I can see that glow and smile on your face, yes indeed most of us want to be a Lakhpati (Millionaire). Does India have that most admired tagline of the west “I Wanna Be A Millionaire”. Last 6 months I have been talking to young and old about the magical figure of Rs. 10 LakhsContinue reading “Who Wanna Be A Millionaire?”

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?”

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”

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.”

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.”

Thanks Giving is the Longest Journey – A Receiver to A Giver.

God must be seriously busy today. The whole of Europe is giving thanks to Him for being with them. Billion dollar question is how? At a very young age we were taught to Give more and expect to Receive less. My Amma was a proponent of philanthropy. She had lot of things to give awayContinue reading “Thanks Giving is the Longest Journey – A Receiver to A Giver.”

High Return Comes With High Risk.

High Return Comes With High Risk.This paradox is achievable with practice and trust in a system. It is not a natural ability, it’s always developed with the help of a team. Today’s Stock Markets fall has devalued investors wealth by more than Rs. 2 Lakh Crores. This devastating effects made more than 200 companies hitContinue reading “High Return Comes With High Risk.”

Profit is the Appetite Between Need and Want

A month back, Roma asked me: “We have booked profits in Mutual Funds and Stocks for so many of our clients, what’s next?” This has triggered an avalanche of possibilities in my head with regards to profit earned. Conservative to Moderate plans for most of my clients. For some, I had thought of more AggressiveContinue reading “Profit is the Appetite Between Need and Want”

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