CB Bhave spoke to HT and had interesting insights about Indian financial advisors. Read it here. Some excerpts: Q: ….that investors are not used to paying for advice. Even though 60% of our GDP comes from services, we are averse…
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Ranjan Varma's Blog
Learning and Sharing Things Around Books, Mind and Money
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Do You Want To Pay For Sound Advice?
Which Portfolio Manager to Choose?
K Ramalingam has a detailed post on Portfolio Management System and how to choose your Portfolio Manager on my website. While it gives the framework for taking a decision on choosing PMS, it would be a difficult exercise to compare…
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How Does Financial Planning Work?
PV Subramaniam writes about an email from a reader who wants to understand financial planning and how it works. The reader details the service he got and says that he paid Rs 15000 in 2006 apart from what the Financial…
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Disrupting The Financial Advisory Ecosystem in India
Gaurav Mishra, has an insightful post on How is the social web disrupting the Agency ecosystem.Change is in the wind in the Indian financial advisors ecosystem too and there are a lot of lessons to be learnt from Gaurav’s post.…
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Posted in Rupee Manager, Services
Providing Financial Solutions & Sharing Knowledge
October 2010 was a month when I made a transition from a giant Organization to a Startup. I am also metamorphosizing from just sharing my knowledge on personal finance to providing financial solutions. Paisa.com, a fresh way to track, compare…
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Posted in Services, The 88% Solution
Updates on Walking the Talk
In my efforts to walk the talk, I cleared the NISM online test for Mutual Fund Advisors last week. I am also planning to take the IRDA test next month and enroll for CFP from FPSB shortly. I believed that…
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Providing Investment Advice Services
I received a mail from Namrata Mehta asking about my investment advice services. To be more specific, here’s an edited version of the mail: My husband and I work in the IT industry in bangalore and are looking at investing…
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