Recency Bias: More Relevant in Today’s Context

When the markets are doing well, we forget about volatility. When there is a sudden correction like yesterday, for example, we eventually have a short-term memory loss(Gajani) and there is a prediction of doomsday everywhere. Why do we do this? Is it even normal? Joydep Sen explains recency bias. Good to remind ourselves of the same time and again.

Published on Feb 07, 2018 - Tags: , , ,

RIAs vs MFDs – Relax and Focus

SEBI has yesterday, on January 02, 2018 released yet another (3rd) consultation paper on the way forward for RIA regulations and MFDs. Here are the thoughts of Sadique Neelgund on the 3rd consultation paper and the way forward for MFDs, RIAs & IFAs.

Published on Jan 03, 2018 - Tags: , , ,

How You Can Help Your Clients To Dream Big?

When financial advisors approach their prospective clients for investments, so many times it must have happened that clients say I don’t have much money to invest, I am not earning much, it’s for rich people who have money for investing and all. Here we have an amazing extract of book “Dream big” authored by Mukesh Jindal, the book contains a wealth tips and useful information to help everyone invest wisely. This may help advisors to showcase to their clients to Dream big and Let Your Financial Plan Make Your Dream Come True.

Published on Nov 17, 2017 - Tags: , ,

What is Bitcoin and How does it Work?

The buzz around the investment community “Bitcoins”. What is bitcoin? Should I Invest in Bitcoins? Amit Trivedi goes to nuts and bolt of bitcoin and shares his thoughts which will help advisors to understand bitcoins in a more better way and same can be delivered to your clients.

Published on Nov 10, 2017 - Tags: , ,

Relevance of Diwali & Finance, as conceived by our Sages

Financial literacy and sensitization as a concept is a legacy handed over to us for generations. Unfortunately most of us are unaware of the significance of our celebrations. Gaurav Mashruwala explains the sequence of Diwali celebrations which is an eye-opener. Do feel free to share the link with clients if you see it fit.

Published on Oct 17, 2017

Impact of GST on Financial Advisors with Recent Updates

Financial Advisers are nothing less than a gift to wealthy individuals. These money wizards assess the financial needs and depending on the individual’s short or long-term goals, aid them to achieve those goals. The advice, however, comes at a cost. And just like everything else, the fairly new Goods and Services Tax is bound to have an impact on that cost. Here’s an all-inclusive and thorough analysis about how the tax rate as well as compliance rules for Independent Financial Advisers have changed post – GST with recent updates by Neel Vora

Published on Oct 12, 2017 - Tags:

9 stages of Woman and Financial Planning for her

Gaurav Mashruwala has recently done Navratri theme show on stages of women and financial planning for her on CNBC Channel. We produce below the summary of the show conducted on Navratri theme to give you a clear idea of how well the stages of women is connected with Navratri Theme. This will help advisors to engage with your clients on such great planning tips given in the article on each stage of women planning for her finances and you can also add into your process of advisory for your clients.

Published on Sep 28, 2017

7 Sayings of Sant Kabir on Role of Advisors in Investor’s Life

Majority of the investors take wrong investment decisions as they have incomplete knowledge, go by herd mentality or are driven purely by emotions & market sentiments. Investors need an advisor who will handhold them throughout the journey of investments. Here is an amazing article by Vinayak Sapre emphasizing Role of Advisors in an Investor’s Life using Sayings of Sant Kabir (Dohas).

Published on Sep 18, 2017 - Tags:

Financial Plan with Solutions of a Real Life Case Study

We all know and truly believe, no matter what, there is always a way out. Steven Fernandes’s book “There is always a financial solution” captures real life case studies of people in various stages of life and how they have navigated it. Here is one case study from the book. Do share your views on the case study in comment section.

Published on Sep 08, 2017

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