Blog

September 15, 2023
Regular Check Up Doesn't Mean Regular Treatment

Regular Check Up Doesn’t Mean Regular Treatment

One of my clients recently complained to me as he said- “Manoj, you have not done any changes in my portfolio for a long time. My banker was telling me that you need to be active with your portfolio otherwise your portfolio wont grow. I said, I reviewed your portfolio with you twice last year and found there is absolutely nothing to change. Then I told […]
June 15, 2023

We Are Major Now

With your continued patronage, we have scaled a new height. Today, Mainstream Investments is turning 18. When in 2005, when I along with my wife Pamita launched this company, many of my well-wishers advised us not to take the plunge. We were just married and taking the uncertainties of a new business along with the mounting expense of running a newly married life was quite difficult […]
May 30, 2023

Game of Investment Requires You to Play on the Front Foot Sometimes

Few days back one investor came to me through a reference. He had been taking advisory services  from one of the renowned advisors in Delhi but not satisfied with the result. On such occasions, usually I don’t change the portfolio too much even after the change of advisory because there usually is not much to change. But in this case, I really felt for the client. There were few NFOs […]
May 23, 2023
Become a lifelong Investor

Become a lifelong Investor

Warren Buffet is 92 Years old but he is still very passionate about investments. He spends nearly 80% of his time reading. He studies companies’ profiles, financial statements, market reports etc. He also studies fiction and poems in order to properly understand the full perspective of life. What is the necessity for one of the richest persons in the world to work so hard? Maybe because […]
May 20, 2023
Running SIPs could be the motivating force for you to regain your job

Running SIPs could be the motivating force for you to regain your job

The other day I met a family who are our clients. The mood was a little sombre because the person had lost his job only a couple of days back. Fortunately the company promised to give him a salary for the next three months and hopefully within that time frame, he will get the suitable job again. But since he was in a quite senior position, getting […]
May 20, 2023
Portfolio Designing is Not Just About Choosing Funds with Best Returns!

Portfolio Designing is Not Just About Choosing Funds with Best Returns!

Sometimes we hear from Investors complaining that their portfolio has delivered lesser return than the funds which some other advisor is suggesting. Yesterday I got one such call from an investor. He complained that his portfolio delivered only 11% compounding over a period of 10 years, whereas the funds which one bank RM was suggesting have delivered 14% compounding return. I think he is not alone in having […]