Articles – Private

The need for meaningful risk disclaimers

The need for meaningful risk disclaimers

Robert Kiyosaki, author of Rich Dad, Poor Dad, said, “The biggest risk a person can take is to do nothing.” I...

Pay heed to what you are buying, and why

Pay heed to what you are buying, and why

Mutual funds have been receiving huge inflows from retail investors in India and every now and then, milestones of assets...

Why investors do not listen to good advice

Why investors do not listen to good advice

Of late, in my sessions, I have been getting a lot of queries about bitcoins and cryptocurrencies. I recently addressed...

50 is the new retirement age. Plan accordingly

50 is the new retirement age. Plan accordingly

I recently met a woman entrepreneur who said, “I don’t need a retirement plan,” because she was going to continue...

Stop telling your children you will take care of everything

Stop telling your children you will take care of everything

With the board exam results being announced, I have been hearing and reading through social media about the college plans...

Simplify your life: fight financial peer pressure

Simplify your life: fight financial peer pressure

Summer vacation is ending for my kids and most of their friends are back from summer camps and family trips...

If you pay fees for everything else, why not for financial advice?

If you pay fees for everything else, why not for financial advice?

Recently at a party, I met a 55-year-old woman and her grown up children. As we got talking, I learnt...

Being mindful of the right allocation

Being mindful of the right allocation

A friend recently called to enquire about some investment plans being recommended by her adviser. She has been investing in...

Each one teach one to become financially wise

Each one teach one to become financially wise

It has been 2 months since demonetization was announced. During this period, I have been talking to people from different...

Up close, expenses may be an ugly picture

Up close, expenses may be an ugly picture

Spending. That necessary evil. Spend too little and you could end up torturing yourself. Spend too much and it could...

Move from spending to saving, and invest wisely

Move from spending to saving, and invest wisely

One of my friends who runs a boutique called to ask how she could start investing. On enquiring why the...

Teaching children the life skill of managing money

Teaching children the life skill of managing money

My 6-year-old daughter recently went for her friend’s birthday party at an upscale spa and, of course, it was a...

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