Misconceptions about index investing you should ignore!
“The bullshit asymmetry: The amount of energy needed to refute bullshit is anorder of magnitude bigger than to produce it.” - Alberto Brandolini Only a tiny section of the investor…
From the Diary of a Redeemed Agent
Back when I was a mutual fund distributor and an insurance agent, I used to write about my experiences in a blog 'An Idealist Professional'. Theme Frugal compiled some my…
Implementing the Unified Portfolio Approach in the Wealth Accumulation Phase
When I got my RIA registration in 2017 and began working as a financial planner, I started with the individual goal portfolio approach, where you run individual portfolios for individual…
Fee Only India – a group of ethical advisors I could finally identify with!
There wasn’t any Fee-Only-India (FOI), and I wasn’t a SEBI Registered Investment Adviser (RIA) when I attended the first FOI meeting in Mumbai in September 2017. My Investment Adviser application…
A letter to my clients
In May/June 2023, Freefincal ran an anonymous survey for clients of fee-only advisors. 115 of my clients participated in this survey. I wrote a letter to my clients responding to…
English transcript of my interview in Business Today
1. My first question is that you are a personal finance advisor. Why personal finance advisory is important at the present time? Money management is a necessary life skill especially…
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