227, Unique Industrial Estate,
Twin Tower Lane, Prabhadevi,
Mumbai, 400 025. India.
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Letter from a Widow who is a Chartered Accountant
- June 21, 2012
- Category: Financial Planning
No CommentsFinancial planning is a process which goes beyond numbers. In the preparation of a financial plan, we ask a lot of qualitative questions to clients, which go beyond investments, insurance, tax & retirement. For instance, one common query we have for clients is whether they have prepared a will. We ask clients about the nomination status for their immovable property, bank accounts, bank lockers, demat accounts, investments, provident fund, etc. Additionally, information about the location of their important documents including medical policies is asked and whether these are known to family members. As a part of the financial planning process, […]
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Should you be worried about your investments in falling stock markets?
- June 1, 2012
- Category: Investments
News of a continual fall in the rupee, fiscal deficit, economic recession and the resultant fall in the stock markets continue to hog headlines in all business newspapers nowadays. Investors suffer from an information overload coming from the print and electronic mediums which paint a dismal picture. It is thus natural for investors to press the panic button and sell their shares or discontinue their equity mutual fund SIPs in a jiffy. This knee jerk reaction often reminds me of a contrarian concept of buying at maximum pessimism. Aptly quoted by legendary global investor Sir John Templeton, it states: Bull […]
