Take a look at the image below. It lists some of the investment options from across asset classes (equity, bonds, gold, hybrid) with their 3 year rolling return summary. If you want to see detailed notes and performance comparison for each of these, head to unovest.in. Log in (or create your free account) and check […]
Inflation is back
While the government numbers have just started to show up the rise in inflation, you and I know that it actually creeped in a long time back. “When vegetables and fruits sell per piece instead of per kilo.” This is not just an India phenomenon but almost everywhere. The recent US inflation number at 6.8% […]
Announcement – Virtual Session on Financial Planning – 2022
As promised, here are the details of the virtual financial planning session. Date: December 11, 2021 Time: 4 PM to 6 PM Venue: Online Max Participants: 15 (first come basis) What do we intend to cover in this session? The big idea is to help you see how some prudent planning and investing practices can […]
Financial Planning – Dilemma of a young earner
There is never a happier moment than when a young earner gets in touch looking for a financial planner/advisor. The idea that someone wants to get the direction and actions right from the beginning is very encouraging for a practitioner. Now, this person here has recently got into a job. She has tried her hands […]
How I dealt with the Great Indian NFO Rush 2021
The year 2021 has seen over 100 New Fund Offers or NFOs we still have about a month to finish the calendar. Active, Smart Beta, Index, Global, REITs, Balance Advantage, Bonds, Metals – you name it and there has been a few funds from each category coming out to ask for your money. The marketing […]
Test and refine your own Portfolio Allocation Strategy
You may have been noticing that the more recent posts have been about how to get a better handle on our portfolio asset allocation. And why not? Asset Allocation helps us reduce a lot of heartache while ensuring that the portfolio growth does not suffer as well. You are probably also aware about the Asset […]
