UNOVEST
Wealth Creation, Goal based planning, investment portfolio advice and support to help you reach your financial goals, faster. Fee only, SEBI Registered Investment Adviser
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 …
Continue Reading about [Workshop] Money & You, Bengaluru – Jan 18, 2020 →
It is a well known fact that a financial planning exercise is not just about numbers but about the discovery…of what you can do with your money. Your financial plan, if done well, can truly change the pace of your life. I am sure you …
Continue Reading about [Offer] What small joys is your financial plan delivering to you? →
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 …
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 …
Continue Reading about NFO: Tata Quant Fund – the retail hedge fund →
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. …
Continue Reading about [Personal] What will be different about 2020 for you and me? →
The past week, I had shared with you a an offer to build your custom financial plan. To make the process smooth, I shared an excel workbook to help you take a more structured approach towards the plan. For a long, long time, you have been soaking …
Continue Reading about [Financial Plan] See the big picture and take the small steps →
