12 Financial Resolutions for the New Year
Every year, the week between Christmas and New Years Day has a strange duality about it. Year endings are about mellow acceptance of the failures in the year gone by and the excitement about new beginnings. This is the time when you hope and pray for a better future and there is also a […]
S.M.A.R.T Financial Goals for the New Year!
As the year comes to an end and we sit on the cusp of a new year, it is once again time for goal setting and New Year resolutions. “I want to loose weight, I want to read one book every month, I will spend more quality time with family and take 2 holidays with […]
Are we Heading for a recession?
This has been the most debated topic across media of late and especially amongst the investment community. The ingredients are definitely there – A war in Europe, geopolitical risk, liquidity tightening, hawkish central banks, commodity prices shooting, oil at $135 a barrel, sanctions, bans on trade and China going into another set of lockdowns. Investors […]
Investing Lessons from the Festival of Holi!
Mark Twain, “A year has 365 days, but India has 366 Festivals” Every celebration centers around the rituals of prayer, seeking blessings, exchanging gifts and goodwill, sharing, music, dance and feasting. In essence, the festivals teach us to Celebrate Life. Any excuse to celebrate is good, because the nature of our spirit is celebration. Holi teaches […]
‘Don’t Shine The Turd’
Some years ago, when we were just starting our wealth management firm, ‘Sahayak Associates’, we approached a HNI investor we respected and hoped would invest with us. We were optimistic and passionate, but also new and nervous, and I think he could see that. I started my sales pitch and had been talking for too […]
Market Predictions for 2022
Warren Buffet made this profound statement many years ago, “A prediction about the direction of the stock market, tells you nothing about the where stocks are headed, but a whole lot about the person doing the predicting.” Howard marks, one of my favourite authors wrote a wonderful memo on, Uncertainty associated with investing and the […]
22 Blogs Every Finance Professional / Investor must Read in 2022
As a finance professional, handling and managing the hard-earned money and the dreams of investors, also brings with it an implicit fiduciary responsibility, that we continuously upgrade and upskill ourselves to keep abreast with the latest happenings in an unbiased manner. Out of the vast treasure of knowledge, news, analysis, and data available on the […]
21 Best Articles/Blogs I Read in 2021
“Asato Maa Sad Gamaya, TamasoMaa,JyotirGamaya, Mritor Maa, AmritamGamaya, Aum Shanti Shanti, Shanti!” ~Rig Veda. (God, please lead me (by giving me knowledge) from the unreal to the real, From darkness (of ignorance) to the light(of knowledge), from death(limitation) to immortality(liberation) Acquiring wisdom is like irrigating a field, you just need to clear the path for […]
21 Books I Read in 2021
“The man who does not read good books has no advantage over the man who can’t read them.” ~ Mark Twain The great never stop learning. Warren Buffett, Charlie Munger and John Templeton all continued to learn well past the age of most people’s retirement, and despite decades of success, they all had the humility […]
Be a “Dumb” Investor
Everyone we meet wants to be a “Smart investor.” Who are these “Smart Investors?” They are generally well read and well informed, professional, erudite and on top of their vocation or profession. They believe in studying the markets, investing when the timing is right and exiting when the market hits the peak. They prefer investing […]