Financial resolutions you must make and keep post the 2020 crisis
Financial resolutions you must make and keep post the 2020 crisis After, a tumultuous year that was, 2021 is likely to begin with financial resolutions at the top of the charts. A US-based annual resolution study found that the current most popular resolutions among people are to ‘save more’ (44%), ‘clear debts’ (43%), and ‘spend […]
Why a DIY attitude is harmful to your wealth management plan?
According to data, available with Stockal, millennials account for about 37% of their customer base. There is an influx of Next-Gen investors in the market. With the rise of Fintech platforms and Robo-advisory, younger investors are finding it easy to enter the financial markets and begin their investing journey in a bid to attain FIRE […]
7 Common mistakes investors make that hamper wealth creation
Despite the slowdown in the Indian economy, India added 34 new billionaires to Hurun Global Rich List of 2020. As astonishing as this sounds these HNIs haven’t become wealthy overnight. Wealth creation and its preservation take considerable effort and time. In our pursuit of wealth accumulation, we are often hasty and negligent in choosing the […]
Start afresh this Diwali – Financial lessons learnt in 2020
Diwali revolves around the traditional worship of Goddess Lakshmi, the goddess of wealth, fortune, joy and prosperity. In light of this tumultuous year 2020, we witnessed the effects of the pandemic and financial ups and downs it brought with it. It is but natural we celebrate this festival of triumph over darkness with vigour and […]
Investing in sustainable businesses for long-term gains – ESG Investing
The value of global assets applying ESG data to drive investment decisions today is $40.5 trillion in 2020. ESG is no more a choice as a filter for sustainable businesses, it has become an integral part of investing. Historically, markets have focused on the outcome of business based on financials of an organization and high […]
Research Methodology
There is plethora of investment ideas and opportunities to choose from. To identify the best investment avenue suitable for our clients from a wide range of products such as PMS, mutual funds, and various other structured products, we follow a detailed research-driven investment approach and necessary due-diligence before shortlisting any products.
Managing your money with a personal finance planner
Do I really need a personal finance planner? You do not need a personal finance planner if you have complete control over managing and growing your wealth. But, if that is something you are struggling with, then ‘Yes’ a personal finance planner or advisor can be a boon. These days, DIY quick fixes are a […]
Magazine – October 2020
All of us want financial freedom or wellness. We want to live a life where we do not have stress, anxiety and concern about money.In my regular interactions with clients, I often get asked questions on over-investing in illiquid investments or assets like real estate, investing in stocks & funds which are supposedly trending or […]
ESG investing for dummies
Environment, Society and Governance are the 3 defining factors that revolve around the strategy of ESG investing. Companies that are aligned with ESG norms and score high on these 3 non-financial parameters are considered as sustainable businesses in the long-run. The Strategy Environmental – An organization is scored on basis of their friendliness to the […]
The basics of Multi-Asset Investing
Every asset class performs differently in diverse market environments, each offering its own risks and return potential. Investing in a single asset class exposes your portfolio to the risk of the performance of a single asset class. These risks are termed as Idiosyncratic Risk which include sector specific investments or a particular company’s stock, etc., […]