What Must The India Investor Do, As Of February 2019

India Investor after Pulwama attack

The Indian political economy is undergoing turbulent times. Two major events in the last month are significant. How does an India investor measure the impact of recent events (budget, Kashmir) on one’s investment strategy? Is it a good time to wait out and see how the developments evolve, or should one invest aggressively? Budget 2019 The first […]

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5 Reasons Why A Good Financial Advisor Is A Great Investment


Conventional thinking is that only the rich can afford a financial advisor. After all, a financial advisor helps accelerate wealth creation and protect the wealth that has been created.  However, every person in every wealth category will benefit from a financial advisor. After all, what is the objective of wealth? Isn’t it to fund your life goals […]

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12 Point Checklist To Change or Appoint An Investment Advisor

Choosing a right investment advisor could get stressful, more so if you already have an ‘advisor’ and you need to change for any reason. This applies to most people and hence they prefer to be in the ‘default’ mode. Beginners, are somewhat lost on whom to approach for advice. So naturally, whoever has access to the […]

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Direct Plan Mutual Funds For Just Rs 100 per month

Here is a handy list of funds that are available for an SIP of just Rs 100. Fund Class 3 Yrs 5 Yrs 10 Yrs Returns Since Launch Link Reliance Hybrid Bond Fund – Direct Plan Growth Plan – Growth Option Hybrid-Conservative 7.8 11.0 11.0 9.8 http://jama.co.in/app/push/85/payment Reliance Equity Hybrid Fund – Direct Plan Growth […]

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What To Do When Markets Fall and Mutual Fund NAVs are Down

We are living in interesting times. I wrote last week about the recent mutual fund market correction. Turns out that more action happened last week. Some of the readers wanted more specific action as the observations may have appeared vague. Hence I am penning down some crisp thoughts, which would take you a minute to […]

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When “FREE” Backfires! Busting TWO Common Myths on Mutual Fund Platforms

Let me come straight to the point. Investors of Mutual Fund are being increasingly misled on FREE offerings that leads to a massive rip off on their wealth. In Hindi they say “Lene ke Dene” (ie instead of taking, you end up giving away much more!). Here are two myths about FREE that we need […]

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