Subramoney
3,451 FOLLOWERS
It is about the Process of financial planning, the pitfalls of going to a planner, general gyaan on how to plan, do you need a planner, equities, debt, Investment assets, asset allocation, making a will, teaching children about money, family money conversations, buy or rent a house, career counselling, steps of financial planning, goal setting, etc
Subramoney
1y ago
Over the years many of us have made resolutions in January and given up in February, have we not? Well, in my case Not. It is just that I did not make enough resolutions – I seriously do not remember any resolutions at all. So there was nothing to break. I have no clue why ..read more
Subramoney
2y ago
There are some unintended tax implications that are hurting investors. Especially those investors who have invested in Mutual funds. Let me enumerate them: If a couple -say a Husband and Wife are holding the units jointly in a Mutual fund, and on the death of say the second holder, the surviving spouse wants to make ..read more
Subramoney
2y ago
When we trade and invest in Equities (and / or Mutual funds) a market which has many ups and downs is very useful. If you have an Equity portfolio and wish to build it over a period of say 30-40 years, you will end up buying shares on a regular basis. Let us say you ..read more
Subramoney
2y ago
When you take a loan, it is an act of tremendous responsibility. As a generation, people do not mind taking loans for various things – from vacations, to meet personal emergencies, marriage, to meet uninsured medical expenses, etc. This is apart from the traditional loans like a car loan, educational loan, Home loans, and mortgages ..read more
Subramoney
2y ago
A death file (DF) is a tool to help you organize and keep all of your most important financial files, data, and documents in one place. It could be a physical file, a pen-drive, a BOX, or be in any combination of the above. These include financial documents, details of your investments, passwords, estate planning ..read more
Subramoney
2y ago
Post Footer automatically generated by Add Post Footer Plugin for wordpress ..read more
Subramoney
2y ago
If you do not know what you will do when you retire, please find what to do. Retiring without knowing what to do can dull your brain. Women do various activities – the head of Gynaec in a leading hospital is also a runner, a great cook, and keeps studying something or the other. If ..read more
Subramoney
2y ago
https://www.youtube.com/watch?v=aSSjLXGSmWg Post Footer automatically generated by Add Post Footer Plugin for wordpress ..read more
Subramoney
2y ago
Here – listen to me talking about the Economy…about which I do not kow much…. Post Footer automatically generated by Add Post Footer Plugin for wordpress ..read more
Subramoney
2y ago
The Index has reached 60,000 (Sensex) is it a good time to sell some shares and sit on the sidelines? Should I stop my SIP and start after some-time? Should I reduce my SIP in large-cap funds and invest in Mid-cap funds? I have been asked this question at 25000, at 35k, and of course ..read more