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As individuals we all look for trusted relationships before we share confidential numbers. We expect our advisors to dig deeper into our financial situations and only when we trust we open up and share our data that forms the basis of his action plan for our financial well-being. Are you sure your financial planner has […]
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As a financial advisor, one might be a well qualified person excellent with numbers, but the only thing that makes him stand out is the way he interacts with his clients. In the last few years I have realized that the financial planning exercise goes beyond number-crunching plans, asset allocation techniques and investment strategy. The […]
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The main success in the process of wealth creation depends on specific qualities displayed by investor including approach to circumstances and his ability to act in response to the situation. There are few important qualities you should have if you want to become a successful investor. Discipline : This is the first and most important quality because implementation of the […]
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Everything that goes up comes down as well. While that is true mostly in the stock market world, when applied to human beings, it is sometimes hard to digest the consequences. The world must have been shocked to read about the conviction of Rajat Gupta, a former Goldman Sachs board member who leaked secrets to […]
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We all hear this very often that Equity is a long term asset class of prosperity / growth with its ups & downs in the shorter run, generating above inflation returns over a longer period and also theoretically agree to it. Besides, these points are very well proved during the last 30 year period of […]
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