in the press

Income Tax Filing For FY2021-22: Things You Should Remember To Do

For purposes of taxation, a voluntary switch is as good as a sell and buy again - even between the same plan - growth and dividend options

Nifty at 16,500! Where to Invest When Markets Are High?

...but timing the market with your whole portfolio is a pointless exercise... Be invested at all points, depending on your initial asset allocation strategy.

Does Your Mutual Fund Have Risk Disguised As Alpha?

Larry Swedroe and Andrew Berkin’s ‘The Incredible Shrinking Alpha’, is a slim, 87-page roller-coaster ride that took the investing world by storm when first published in 2015

When HNIs Sour On Mutual Funds, They Step Into An Opaque World

The expectations of richer investors have been raised, systematically, by a wealth management industry that shares success stories of a few and hides the disastrous ones.

When retail investors sour on mutual funds, where do they go?

We often see the law of unintended consequences at play in the fields of public policy and regulation. Simply put, it is a series of unseen and unexpected events...

Gold - That Shiny, Problematic Object

I cannot claim that I have listened to all budget speeches carefully. I distinctly remember P Chidambaram urging Indians in 2013-2014, to control our “uncontrolled passion” for gold.

Click, Tap, Swipe. The Trap of Spending Digital Money

Sometime during the late 1990s, various social messaging exercises made using cash look ‘uncool’. Suddenly, credit cards had become

Franklin Templeton - The Unkindest Cut Of Them All?

Let this sink in: Rs 30,000 crore of debt assets for an AMC translates to approximately Rs 300 crore of revenue loss per year.

International Diversification And The S&P 500 – How Do You

Come, travel with me all the way back to 1957 and let me take your mind off the current dismal situation in the world.

Financial Products And The Myth Of ‘The Chosen One’

A large section of salaried individuals is used to seeing their savings bank account balances tend towards zero by the end of the month.

The long and short of customer Loyalty

I took my home loan in 2014 from a public sector bank. Please don’t ask me why, everyone is entitled to irrational decisions once in a while.

Difficult Conversations A Wealth Manager Must Have

It is quite unclear if one can make a living out of telling clients what they ‘need to’ hear and not what they ‘want to’ hear. I am also not sure if  everyone

Your money issues can be simplified...

Back to top