Articles

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 […]
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 […]