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., […]