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”

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”

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.”

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.”

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”

“Muhurat Trading” – The First Step Is The Most Important One.

Samvat 2076 to Samvat 2077- What significant change came in your life? Muhurat means – an auspicious time for an “enterprise to begin”.Enterprise means – “a project or undertaking”, especially a bold or complex one. In simple language it is a personal event or a promise you make to yourself to start something anew orContinue reading ““Muhurat Trading” – The First Step Is The Most Important One.”

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