In the last article on the series on portfolio rebalancing, we are going to check on how to do portfolio rebalancing. You must have read the earlier two pieces on when you should do portfolio rebalancing and mistakes to avoid during the same. If not, please hop over to the articles and spend some timeRead More
Financial Planning
Portfolio Rebalancing – mistakes to avoid
Continuing with our series of articles on portfolio rebalancing, today we will quickly look at the mistakes investors make while doing portfolio rebalancing. If you have not read it already, do so now to find out when you should do portfolio rebalancing. 1. Getting married to your investments – This is one of the mostRead More
When should you do portfolio rebalancing ?
This is part of a series of articles on investment portfolio rebalancing. This is the first part and talks about when should you do portfolio rebalancing. Most of the investors buy into good products but fail to review the product at the right time. Your chances of getting the right returns from an investment productRead More
Why don’t Indians make a will ?
They say only three things are certain in life – tax, wife and death. While I cannot help you with the last two, I can to a certain extent help only with the first. We will discuss the second some other day, so let’s concentrate on death today. Death is certain for everyone. You andRead More
Financial products for financial freedom – Happy Independence Day !
Happy Independence day friends. While independent India is now very old, financial freedom in India is still a distant reality which many entities like the regulator, fund houses, stock broking companies, banks, financial institutions, advisors, agents, CFPs and readers like you are trying to achieve. Yet it is the very same entities who also oftenRead More
How much time in a year do you spend with your financial planner ?
I recently came across a case with a client of mine who had signed up for financial planning and his progress on the case lead me to write this article. My client signed up with me and spent a viagra of energy on the initial discussion of his financial situation. I was impressed with theRead More