Articles

February 16, 2023

What is the Basic structure of your financial planning?

There is a debate going around the basic structure of our constitution. Except for a few different tunes, the majority of experts believe that the basic structure like supremacy of the constitution, unit and sovereignty of India, democratic and republican form of Government etc should always remain intact. There cannot be any tinkering with the basic structure. Similarly, your financial plan also has a core or basic structure, […]
February 15, 2023

Your Financial Lethargy Could be the Boon for Prosperity

Generally, lethargy is considered as bad. Be active, be decisive, this is what we are advised. But lethargy can be very helpful for investment success. In fact, being overactive is counterproductive. We will discuss that later but first about lethargy. Taking investment decisions always looks difficult and challenging. Where should I invest? Is this a good time to invest or should I wait? Which is a good […]
February 14, 2023

Have a Buddy

Out of those who join Gym, just 10% continue after a couple of months. This ratio increases manyfold if they have a gym buddy. The buddy would continuously pressurise you, persuade you and make the gym visit, a task that must be done. Soon, going to the gym together becomes a fun game. That’s the power of having a buddy. Same thing applies to having a […]
February 13, 2023

How frequently you should review your portfolio-

Mostly, there are two sets of investors. One who forgets their portfolio till someone asks them to review it and the other who always cling to their portfolio and keep wondering whether funds need changes. What should be the right strategy? The right thing is to do it in such a way that you can monitor the dynamic situations like- 1) The nature of your financial […]
February 12, 2023

Magic of Single Focused Goal-

When Australia made 434 runs in a 50 over match against South Africa, it was thought that the result of the match was a foregone conclusion. It was a world record score already by a distant margin. Additionally, team batting second would have been inundated by the pressure of such a super heavy score. But South African batsmen decided to focus on one ball at a […]
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 […]