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 […]

Invest Like a Pro: 5 Books to Kickstart Your Financial Future

Congratulations on taking the first step towards financial freedom! Although beginning your investment journey may seem overwhelming, you can confidently navigate the financial world if you have the right knowledge. With a focus on the Indian financial scene, this provide you with a head start by recommending that you peruse five essential books that provide […]

You’re Wealthy, Now What? Exploring Effective Strategies for the modern day Investor

Congratulations! You’ve built a substantial investment portfolio, with a healthy allocation towards equities. But as you approach retirement, a natural question arises: should you adjust your investment strategy? The answer, like most things in finance, isn’t a one-size-fits-all. It depends on your individual circumstances, risk tolerance, and long-term goals. This blog delves into alternative investment […]

RBI Holds Repo Steady: Navigating Home Loan Rates in India

The Reserve Bank of India’s (RBI) recent decision to maintain the repo rate at 6.5% has brought both relief and a sense of waiting for prospective home buyers in India. While existing borrowers can breathe easy knowing their EMIs won’t change, those hoping for a significant drop in interest rates might have to hold on […]

Your Portfolio, India’s Politics: Staying Ahead

As the political landscape in India undergoes periodic shifts, the ripple effects are felt across various sectors, including personal finances. The impact of political changes on the economy can be profound, influencing market volatility, policy shifts, and investor sentiment. In this blog, we delve into how political changes, especially during Indian elections, can affect your […]

Delving into the Intricacies of Alternate Investments

Once you’ve successfully built your wealth and sought opportunities beyond the conventional realm of stocks and bonds, a myriad of alternative investment paths beckon. These encompass real estate, hedge funds, commodities, private debt, peer-to-peer lending, private equity, and, for some, cryptocurrency. Alternative investments have become an attractive choice for investors aiming for portfolio diversification, showcasing […]

Beyond the Bias: Strategies for Skillful Bias Management in Investing

Investing is not a mere numerical exercise; it encompasses a profound understanding of the human element. Success in investing isn’t a mere reflection of numbers and charts; it’s deeply intertwined with the intricate workings of our cognitive landscape. Amidst the spotlight on market trends and economic analyses, a crucial player takes centre stage—the human mind. […]

Wealth Harmony: A Simple Guide for HNIs

For high-net-worth individuals (HNIs), the conventional focus on income and net worth offers only a limited perspective of their overall financial landscape. This blog suggests looking at things holistically, considering not only the numbers but also other essential factors. By bringing together various insights, we want to give you a fresh take on financial well-being. […]

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