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”

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.”

Under Investing, An Acrimonious Action To Your Own Aspirations.

Over the years I have met thousands of people who wanted to invest big and small. The spark & glow that falls between the conversations is worth the time I spent with them talking about wealth creation. After a while, I realised that some people choose to grossly under invest. Most of the time, thisContinue reading “Under Investing, An Acrimonious Action To Your Own Aspirations.”

The Bulls of the Dalal Street have succumbed to the Bears

My dear Investor, Last 24 hours all of us shared one simple yet powerful statement on all media available to us. “Let’s celebrate victory of good against evil.” What transpired today is just the opposite. The Bulls of the Dalal Street have succumbed to the Bear’s powerful onslaught. The people who lost their valuations toContinue reading “The Bulls of the Dalal Street have succumbed to the Bears”

Legacy, Bestowing Prosperity To The Next Generation.

Happy Dussehra to you and your beloved family, Navratri Festival: Day 9 – Ram Navami – Purple Let me share a small true story: In 2013 she was my staff for a short while, a single parent with huge responsibility on her shoulder. Yesterday (24-Oct-20) I met her and family. It was a panic call.Continue reading “Legacy, Bestowing Prosperity To The Next Generation.”

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