Quarterly Financial Magazine-January 2021
The year gone by gave us a strong reminder of the importance of a financial plan and to summarize money success in a single word it would be “survival”. I feel Capitalism is hard, but part of its reason is because making money and keeping money requires two different skills.
The 2021 Budget: What the common man needs
The 2021 Budget: What the common man needs The budget is due like clockwork on the 1st of Feb 2021 and will be the first ‘paperless’ budget. The past year has been eventful, to say the least. While the government has offered stimulus packages to offer relief, the common man is yet to feel its […]
The ABCs of REITs in India
With 2020 in hindsight, the need to generate multiple mediums of passive income is being felt even more so today. Besides the traditional mediums of fixed deposits and debt instruments that offer fixed returns, real-estate has been the only other choice. Owning and gaining from leasing and renting out real-estate properties like commercial or residential […]
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 […]