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”

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.”

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.”

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