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?”

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”

What I analyzed about my life.

I am like a small ship ferrying lots of people with dreams. Risk management is the ammunition I carry to protect them. I wont rest until I reach the destination. My determination is the sail I host. My investors trust is the fuel and adrenalin I have. Rough sea does not make me tired. PredatoryContinue reading “What I analyzed about my life.”

Live and Let Live

Why cannot people live by this simple principle? The reason I am putting my thoughts in print is because of the explanations people are expecting from my husband. They want to know why has he ALLOWED me to travel alone and stay alone for five months in a foreign land!!! How could she leave herContinue reading “Live and Let Live”

Insurance, an Expression of Love in Paper Format.

Today I will start with a small real-life story that touched me so much, painfully though. (This was a write-up I made for Navratri Festival.) She is “M”; married with two sons and was working for the retired personnel of the Armed Forces. I proudly manage her Investment Portfolio. Me: “Want to meet you, Ma’am”“M”:Continue reading “Insurance, an Expression of Love in Paper Format.”

Create your website with WordPress.com
Get started