Articles

Four products are all you need in your portfolio

Four products are all you need in your portfolio

With markets see-sawing, investors are not sure about which investment products to choose. The typical questions I get are: 1....

Why short-duration debt funds are better for longer-term allocations

Why short-duration debt funds are better for longer-term allocations

The last couple of months have been tough for investors. For a lay investor who is typically a do-it-yourself investor,...

Be mindful of capital guaranteed schemes

Be mindful of capital guaranteed schemes

While most are happy with the fall in Interest rates, the one segment that is a worried lot are senior...

Wealth managers peddle exotic financial products but can they live up to their promise?

Wealth managers peddle exotic financial products but can they live up to their promise?

It has been a month since the news of Franklin Templeton winding down six funds came out. In June, I...

A new normal for your finances

A new normal for your finances

The New Normal is here.  Even the biggest cynic has had to change their lifestyle due to the pandemic. It...

What you need to do now if you are worried about managing your finance

What you need to do now if you are worried about managing your finance

What a roller coaster the last few months have been. From making plans for the summer vacation, individuals are now...

Here’s how to manage your debt funds post-Franklin Templeton crisis

Here’s how to manage your debt funds post-Franklin Templeton crisis

As if there was already not enough going on in the markets to impact investor’s portfolios, Franklin Templeton decided to...

Avoid withdrawing from your EPF corpus to meet short-term cash needs

Avoid withdrawing from your EPF corpus to meet short-term cash needs

For decades, Bollywood movies have shown PF (provident fund) withdrawal as a saviour for people during financially challenging times. The...

Learnings from our kids handling Covid-19

Learnings from our kids handling Covid-19

The year 2020 will be the year that taught Gen Z that despite being the entitled generation, life could go...

Ladies, it’s never too late to take charge of finances

Ladies, it’s never too late to take charge of finances

A woman’s life is a full circle – within her is the power to create, nurture and transform”. Rightly said....

What to do in the face of a setback

What to do in the face of a setback

At a recent session, Shalini, a senior working professional, shared about her divorce. After working for 19 years, she was...

Financial advisors must engage more purposefully with women clients

Financial advisors must engage more purposefully with women clients

Many articles and columns ask women to engage with financial advisors to get structured financial advice. But most women find...

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