The Art of Investing: Balancing Strategy and Discipline
We recently had the privilege of hosting Mr. Pankaj Tibrewal, Founder & CIO, Ikigai Asset Manager in one of our insightful masterclasses. His deep expertise and engaging delivery left us with numerous valuable lessons that we believe will greatly benefit investors. Below, we’ve highlighted some of the key takeaways from this enriching session. Portfolio Construction […]
Goats Are Better Than Monkeys: Investing in Quality Over Hype
In the current market scenario, many investors find themselves caught between the allure of rapidly rising stocks and the steady, grounded growth of established businesses. In a volatile and overvalued market, the saying “pick goats over monkeys” offers sound advice for those seeking sustainable gains over speculative highs. This analogy captures the difference between choosing […]
Are You Really in Control? The Myth of Investing Confidence
Investing is often seen as a game of skill and strategy, where the most informed, agile, and daring investors reap rewards. But what if, for many, it’s more a game of chance dressed up in sophisticated terminology and market noise? Research and recent data reveal that a staggering 93% of over 1 crore Indian individual […]
Financial Wisdom Through the Teachings of Guru Nanak
Guru Nanak, the founder of Sikhism, offered teachings that extend well beyond spiritual growth, touching upon principles that resonate deeply with modern financial wisdom. His philosophy of integrity, simplicity, and equality offers valuable guidance for anyone navigating the complexities of wealth and financial management. Here’s how Guru Nanak’s teachings inspire practical financial wisdom, helping us […]
Balancing Growth and Caution in Mutual Fund Investments
As India’s economy continues its strong upward trajectory—boasting a projected growth rate of 7.2% this year , many retail investors have been buoyed by the positive momentum in equity markets. Mutual funds, particularly sectoral and thematic funds, have garnered tremendous attention, with inflows reaching unprecedented levels. In September alone, these niche categories saw inflows of […]
Gold This Diwali: A Blend of Tradition and Wealth
As Diwali approaches, purchasing gold is a beloved tradition among Indian families, representing prosperity, good luck, and the beginning of a thriving year. But today, gold goes beyond tradition—it’s a timeless asset that provides both cultural and financial value. Gold has enduring value in our Indian culture. It has been an integral part of Indian […]
Navigating Family Finances: Supporting Children and Parents Together
For individuals in their 30s and 40s, managing finances can feel like a tightrope walk, especially when faced with the dual responsibility of raising children and caring for ageing parents. Simultaneously pursuing the goal of financial independence presents unique financial obstacles that call for careful planning and foresight. In order to ensure the welfare of […]
Investing in NPS Vatsalya
Want to give your child a head start in life? A secure financial future can open doors to endless possibilities. PFRDA launched the NPS Vatsalya scheme this September, offering parents and guardians a simplified and structured approach to establishing a robust financial foundation for minors. The beauty of NPS Vatsalya is that early investments can […]
Unlocking Steady Market Growth with Passive Investing
India’s financial landscape is undergoing a significant transformation, fuelled by digital innovations, policy reforms, and growing investor participation. Amid these changes, passive investing has gained traction as a reliable and straightforward investment approach. While active investing often captures more attention, passive strategies offer a consistent and long-term option for investors who prefer a more hands-off […]
SWP: What You Need to Know Before You Start Withdrawing
When planning your financial future, the Systematic Withdrawal Plan (SWP) stands as a powerful tool, especially for investors looking to draw regular income from their investments. Whether you’re eyeing long-term goals like securing your retirement or shorter-term objectives like funding your child’s education, SWP can serve as a steady stream of income while allowing your […]
