Categories Archives

We think differently when planning finances for a company (work-life) than when we do it for ourselves (personal life). Understand what goes into thinking about financial emergencies and a bit more, in this conversation between Sanjit and Tushar. Watch below... https://youtu.be/H05pN4EjVt8?si=av3MuSagFBeRBNal Watch on Youtube

The critical reason that professional investors make more money than most other investors is that they engage with the financial markets (of all sorts) full-time. This does not imply they are more intelligent than other non-professional investors but does imply that they invest with clear-cut agendas. They design specific strategies to meet these agendas and ...

As an adviser, we get to interact with clients at various stages of investor maturities. While some clients are beginning to build a portfolio, others already have one. In the process of giving clients investment advice, the first part of our job is to unwind their complex portfolios before we build them one which is ...