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Category Archives: Advisors

silence is golden

Why be wary of personal finance experts

Welcome. Please take a look around & subscribe to updates via RSS feed or by Email. Thanks for visiting!Dear Reader, Congratulations, you have started making informed choices about your personal…

Two different perspective posts on NPS

The New Pension Scheme (NPS) is not really a successful retirement plan despite being promoted by the Government of India and designed by the government after studying the best practices…

How much more funny can certified advice be?

Here’s a question that a certified ARN holder asks on a popular discussion forum. If you want to answer that question, send me a mail and I will redirect you…

The New Direct Plan is 6 years Old

I shared on my website about the steps SEBI took to re-energize the Mutual Fund industry in India to increase penetration of mutual fund products while protecting the interest of…

Perspectives on ULIPs versus Mutual Funds

Comparisons are always dangerous. Even twins are unique in their own ways and any comparison between the two is not fair. But comparisons is the way of the world. You…

Direct Plan for Mutual Funds

SEBI has asked Mutual Fund houses to start a direct plan for investors who wish not to go through an advisor and save on distribution/ advice costs. This is supposed…

Voices of Financial Services Industry

There are many voices in the financial services vertical. They are the service providers, their charmer agents/ Relationship Managers, the media guys, the experts and the Regulators. The only person…