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23 June, 2021
In light of Covid, a large marketing opportunity is being seen by Health insurance companies. It is after all the fastest growing segment of insurance and it is being fueled by fear. A lot of people are getting hounded by medical insurance call centers and are being extolled the virtues of joining their medical insurance plan. The article looks at how to choose a medical insurance plan for the family?
21 June, 2021
Managing stock market volatility is challenging. Especially when it tanks due to unforeseen situations. What you need to ask is “Are we sticking to the plan? Has it been prepared by a competent financial planner? Yes, money invested in equities could see negative returns for some time due to the volatility as markets correct at a very rapid speed due to panic selling in a few trading sessions giving no time to exit. What are the safety measures that we could undertake to prevent capital erosion?
17 June, 2021
Equity should only be a part of our investment in a holistic financial plan. During a shock, look at the plan and investments holistically. The entire focus cannot be on the negative return on equity only. It is in fact the right period to start evaluating buys when everyone is selling. Value investing is highly underrated. But with a financial plan and advisor showing you the way, you can remain calm and reap diligent rewards.
10 June, 2021
With the magnitude of its impact globally, Covid 19 brought in a lock-down and change in ways of life as we knew it. Something that we had never experienced before. Uncertainty fuels fear and panic nudging the market to correct in anticipation of future losses. Look at the consequences and actions that we should emulate to minimize the overall impact on our financial health and therefore goals.
07 June, 2021
Some investors clearly understand the markets so well and ride all the waves and storms and come out winners. Perhaps the only way to understand this is ‘experience’. But what are the steps to gaining this experience. It is tough for a new investor in equities to understand shocking corrections. The article looks at how the cycle of knowledge and experience play out over time for investors.
02 June, 2021
A good Financial Plan looks at the investor’s current Financial Situation, Profiles him for the risk that he can tolerate and the Time Horizon of the proposed goals. Most good certified planners would prepare a sound long term holistic financial plan for you based on your risk profile, help you to define your financial goals and then do an asset allocation (with contingency plans built in) with you.
24 May, 2021
Returns on debt related investments and FDs are comparatively low and are steady – around 4% to 6% per annum today. But these returns are usually lower than the inflation rate. It is but natural therefore that we want higher returns than FDs and so we invest in other investments such as equities, gold, real estate, etc. The article looks at catches and risks which we must understand clearly and also accept if we want these higher returns.
24 August, 2020
27 September, 2018