Blog

February 11, 2023
Do you focus on superior returns or being a lifelong investor?

Set Goal to Succeed in Financial Planning

When we meet many of our clients and suggest they set their important financial goals, most of them become clueless. So that’s the issue with our relationship with money. We want to become rich; we want to earn a big return; we want to brag about our portfolio but fail to plan the specifics. No wonder whether your portfolio does well or behave miserably, we remain […]
February 11, 2023

Do you want to be Rich or Abundant ?

John Stuart Mill once said “People don’t want to be rich, they want to be richer than other people ”. Being rich may be a trap because there is always someone or something which looks richer than you whether in terms of money or in other areas say power, popularity or simply admiration. Striving for the riches without sufficient awareness creates more problems than solutions. This […]
February 9, 2023

Increase in the rate of Interest by RBI and its impact for the investors

RBI has increased the repo rate by 25 basis points to 6.50%. The 10 years G Sec stands at 7.34%. We believe that this is quite close to the peak and investors are better off locking their investments in medium to long term debt funds. RBI looks mindful of controlling the inflation aggressively besides providing cushion to rupee against the dollar. In the last year, the […]
February 8, 2023

let’s Stand with The People of Turkey and Syria

Mighty earthquakes measuring 7.8 and 7.5 shook Turkey and Syria.Let us show the solidarity with the affected people and pray for the normalcy at the earliest. The World had seen many such incidents which are called “The act of God’. You can’t forecast such events, but can definitely plan something to prevent the damages especially the loss of lives as much as possible- 1) Buildings must […]
February 7, 2023

Myths Vs Realities of Investments

Manoj Pandey CFP
February 6, 2023

Myths Vs Realities of success

                         Myths Vs Realities of Success Myths  Realities Success means a lot of money and fame. Being true to yourself and having a nice sleep is probably more important. Its important to get rid of your weaknesses. Effective people focus on 1-2 strengths which puts them above the rest in those areas. Dreams and big […]