Investment Portfolio Review Offer Many families hold their investments at several institutions, losing track of their investment performance and allocations. Others are unsure about the advice they are getting from their stockbroker/Insurance agent. Rarely are individual investors able to get a second opinion on their investments from a seasoned manager. My interest is making sure […]
Wealth Managment
10 Financial resolutions for the new year 2013
1. Spend less – Keep a check on your spending. It sounds simplistic, but many people struggle with this first basic rule. Make sure you know what your job is worth in the marketplace, by conducting an evaluation of your skills, productivity, job tasks, contribution to the company, and the going rate, both inside and […]
Innovative retirement planning for seniors – Reverse Mortgage
Life post retirement under old age can be very difficult and nightmarish without proper financial support. The situation arise due to lack of or improper retirement planning or failed expectations you had from your children regarding taking care of you and your spouse when needed the most. Lots of people don’t have the foresight […]
Retirement Planning india for 50+
My Naveen asked me the other day- ” I am 52, should I start retirement planning now ? Am I late starter?” The question prompted me to think on how to do retirement planning for late starters but before we go there, is 52 late in starting? Given all the basics of personal finance like […]
Financial Planing for NRIs in a nutshell
Financial Planing NRI Significant number of investments are made by NRIs during their short visits to India. During that period, when they visit their bank or speak to relatives/ friends, they get a broad view on what is happening to various asset classes – be it real estate, stock markets, or bank deposit interest rates. […]
Eighth Wonder of the World to get Rich – The Power of Compounding
Albert Einstein, arguably one of the most intelligent people who ever lived, was asked what he thought was the greatest of mankind’s discoveries. His answer: “compound interest.” He went so far as to call it the eighth wonder of the world. As an example of just how powerful this can be, consider the following scenario. […]