Articles

Why are the F.E.W so few in number

Why are the F.E.W so few in number

On the eve of International Women’s Day, I would like to share some of my experiences with women and I...

Making the same mistakes in mutual funds that we did in insurance

Making the same mistakes in mutual funds that we did in insurance

Year 2017 was good for Indian markets and financialisation of assets finally started happening. In my sessions, over the last...

Why clients should value advisers who say no

Why clients should value advisers who say no

Better to be disappointed now rather than sorry later on. While this applies to all of us, it is especially...

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...

Debt funds need further simplification

Debt funds need further simplification

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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...

Why women can’t be financially independent without taking risks

Why women can’t be financially independent without taking risks

It’s International Women’s Day! There is a buzz around women empowerment. There is talk around how financially independent women have...

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