Since I started my firm 6 years back, I have come across all sorts of clients – those who prefer to invest in mutual funds and PMS schemes and those who prefer to invest directly in stocks. From the perspective of both – a financial advisor and the client; so...
There are times when anyone who has read half a book on finance can tell you that stock prices are unreasonably high. Of course, it is possible that prices keep moving higher despite such assurance. For this reason, it is often a good approach to stay invested...
Today, I will try to answer 2 questions that I’ve been asked more than a few times: How should you rebalance your portfolio to replace underperforming stocks? How frequently should you rebalance your portfolio? Naturally, the answer to both these questions will depend...
Let me assure you – No matter how positive (or negative) you are about something, there will always be much which will not be in your control. There are things you cannot change and things that are totally in your control. The hard task is to understand the difference...
What’s the Golden Rule for Self Investing Success? by Rajat Sharma | June 06, 2016 If you visit my blog regularly then by now you would have come across many posts on self investing and how you are the best person to take care of your finance. In past, I have...
