SriNivesh – Opinions that you can trust!
Incisive articles baed on data and facts…
In a well-executed plan, reviewing your portfolio and taking the right actions is as important as, if not more important than, the initial selection of investments. In India, you can assume that the choice of mutual funds during review is Read More
Introduction In this short article, we will see the most important ways in which a financial advisor can help you meet your financial goals. These points also can be used as a checklist to evaluate the competence of the financial Read More
‘Free’ advice costs you a lot There are many articles that try to establish why regular funds are more suitable for investors. Almost all of them use the following scenarios/models: Advisor/platform providing free advice and logistics for investments in regular Read More
Systematic Investment Plan (SIP) is growing in popularity every month. A good percentage of mutual fund inflows is through SIPs. The public discussion on SIP is so much that some new investors are led to believe that SIP is a Read More
In this long write-up, I discuss an engineering (methodical) approach to personal finance. I introduce the concept as growing wealthy using an engineering approach. I then describe the parts of the approach in some detail. A full presentation that follows this Read More
You are often besieged by a variety of people who offer ‘financial plans’. Most visitors to banks, particularly the private banks, encounter ‘financial planners’. While there could be different views on the usefulness of these planners, there is no doubt Read More
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