Articles

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...

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...

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