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?”

The Biggest Concerns To Our Wealth

Preserving wealth and growing wealth is one of our life’s greatest pursuits. A lot of our time and effort goes into this pursuit, which begins right from the time we begin earning and continues for as long as we live. The recent events and consequences of the pandemic also brought to focus the vulnerability andContinue reading “The Biggest Concerns To Our Wealth”

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”

The Day of Veil Nebula and Whining Nifty

Late night meetings and drive kept me in bed a little longer than usual. She captured the moment of state with a thousand unspoken words. By 9:30 I had my prognostic moment about the unfolding of the day in numbers. The script was ready, lead actor Sensex and actress Nifty already came through many retakesContinue reading “The Day of Veil Nebula and Whining Nifty”

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?”

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

Postponing Your Goals is Pushing The Inevitable Forward.

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

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.”

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