Articles

Financial vision and values can help you remain committed to your goals

Financial vision and values can help you remain committed to your goals

When I look back at my financial life, two things that helped me on my journey to financial freedom were...

6 questions to ask yourself before investing in a product

6 questions to ask yourself before investing in a product

Returns, returns, returns! Seldom do customers look at other aspects of an investment product. But, returns alone cannot be used...

Chasing investing trends will not make you rich

Chasing investing trends will not make you rich

I never thought I will observe investor behaviour through the viewership of You Tube videos. Educational videos with content on important aspects...

What is the best investment in the current market?

What is the best investment in the current market?

What is the best investment in current market conditions? Should I buy gold? Should I exit SIPs and invest in...

What role do index funds have in your portfolio?

What role do index funds have in your portfolio?

There has been an increasing clamour to move from actively managed funds to passive schemes. Media reports of actively managed...

Things to keep in mind to ease your money life after retirement

Things to keep in mind to ease your money life after retirement

Covid-19 has given rise to frightening situations. A friend who lives in the US had a harrowing time figuring out...

Avoid overweight risk in a portfolio

Avoid overweight risk in a portfolio

Why concentration, liquidity, inflation, and tax risk are risks to be avoided in a portfolio? Often, I find investors confuse...

Steps that can help you find out how to make your money life worry-free

Steps that can help you find out how to make your money life worry-free

Financial freedom is typically associated with having lots of money. When I talk about financial independence, people say it’s a...

Lessons from “Indian Matchmaking” for women to take charge of their money matters

Lessons from “Indian Matchmaking” for women to take charge of their money matters

The recently released show on Netflix – Indian Matchmaking – has men who seem to have the mindset of a...

Simplify your financial life, get rid of the account sprawl

Simplify your financial life, get rid of the account sprawl

Coastal Karnataka is beautiful and lush with its white beaches, backwaters and coconut trees. Being my husband’s hometown, I have...

How much of gold and global equity do you need in your portfolio?

How much of gold and global equity do you need in your portfolio?

A lot has been written about asset allocation and diversification. Most advisors including me recommend dividing investments among equities, bonds,...

Things to avoid if you are close to your retirement

Things to avoid if you are close to your retirement

Ram, 55, connected with me to cross-check his investment strategy: to exit all equity investments, wait for the markets to fall...

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