Financial Planning
Investments – too much clutter in the marketplace!
On one hand, we have Investment product sellers; like banks, brokers & individual consultants, who sell investment products, claiming to offer the best solution…
Author · 85 articles
Manoj Chahar
Insurance
Insurance in India; what it means? – Investment series 2
A recent survey conducted by an international agency on India’s financial literacy: 67% of the Indian prone to think insurance as investment ONLY 7%…
Financial Planning
Power of Small Savings – Investment series 1
In my last article, I wrote on two key challenges, we as Robo-advisors face; i.e. “Customer mind-set” towards investments, where it comes as last…
Financial Planning
Robo Advisor
As per Wikipedia; “Robo-advisors are a class of financial adviser that provides financial advice or portfolio management online, with minimal human intervention”. Most Robo-advisors…
Financial Planning
BREXIT & my Investments
Brexit, a referendum on UK, whether to stay in the European Union or not, is finally over with 52% voters demanding an EXIT (48%…
Mutual Funds
Direct Plan Vs Regular Plan in Mutual Funds Investment
I am confused? There is a big hoo-ha in the market & media now a days related to “direct plans”. What is a direct…
Mutual Funds
Rebalancing of Portfolio
“Re-balancing of Portfolio” is the term, which is widely used in the mutual funds industry, by the so called media-prophets & with most of…
Financial Planning
Online Financial Planners: How Do They Work?
Even though consumers have been using online banking and mobile applications for years, the concept of online financial planners like Moneyfrog.in is still new.…
Financial Planning
Financial Planning – another investment selling pitch ;)
Yes, very true, this is exactly what everyone thinks in India, whenever we hear the term “Financial Planning”. Since the day I have started…
Financial Planning
Discount Purchase v/s Actual Requirement
We all get tempted at offers when we see discounts at stores, malls or even online websites and end up purchasing goods, which we…
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