in the press

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

Don’t Let Money Managers Shame You

When market sentiment is not great, you will likely come across several blog posts, marketing inserts, ‘experts’ on television; all counselling you about

The Financial Advisory Crises Of The Sandwiched

My friend Paro, is a single mother. She fought a bitter divorce battle and won the custody of her six-year old daughter and was able to keep

India, a Nation of Money Avoiders

Let’s play a game If any of the following situations seems like a narration from your life, raise one hand. If two situations seem familiar,

Debt Funds – Stranger and beyond stranger things

With apologies to the Netflix original sci-fi horror series, whose creators are the super duo – popularly known as “duffer brothers” but that.

Children Of A Lesser God – Do HNIs Have A Regulator?

With due apologies to the 1986 drama, which had nothing to do with this topic. Nirav Shah (name changed for obvious reasons) called the other day

Your money issues can be simplified...

Back to top