After a successful Bangalore workshop in Jan 2020 in the new action oriented format, I am happy to take this further and bring it to you in Pune. But first, what did the participants in Bangalore experience? This workshop has given clarity on many things. Many of us know many things and do not know […]
[Update] Franklin India Ultra Short Bond Fund – Vodafone Idea Impact
If you are an investor in the Franklin India Ultra Short Bond Fund, here is an update from the fund house you should note. This is to inform you that in accordance with SEBI regulation on creation of segregated portfolios (side pocketing), we have received Board of Trustees approval to create a segregated portfolio in […]
[Markets] Should you be worried?
Note: I am doing a goal based investing workshop in Bengaluru that will transform the way you think about money and investing. Jan 18, 2020. Join in and share with friends who can benefit. Read the details here. Terms like slowdown, major slowdown, recession, pull back, stock market crash have been a part of conversations […]
[Workshop] Money & You, Bengaluru – Jan 18, 2020
At some point in your financial and investing journey, you ask the following questions. Will I be able to reach my financial goals of education of my children and my financial freedom? Am I over diversified? Do I have too many investments in my portfolio? Am I saving enough? How much of my money should be […]
NFO: Tata Quant Fund – the retail hedge fund
With just Rs. 5,000 one time investment or an SIP of Rs. 1,000 per month, you can participate in a modern hedge fund like strategy driven by Artificial Intelligence/Machine Learning. That’s, in summary, the sales pitch of the newly launched Tata Quant Fund. Did I say AI/ML in a hedge fund? Yes! The modern hedge […]
[Personal] What will be different about 2020 for you and me?
Let me first wish you a happy new calendar year 2020. As some reminded me, it is also the beginning of a new decade. Wow! I was joking a while back that 2020 is bound to be perfect – a number I learnt to talk since I had these specs on my nose. Well, I […]
