Circle Wealth Advisors

March 13, 2020

Thursday Trivia ~ Trust the Process

Last week, I came across a fabulous resignation letter of Sam Hinkie who served as the general manager of the National Basketball Association’s (NBA) Philadelphia 76ers from 2013 to 2016. He has also consulted for several National Football League […]
January 2, 2020

Thursday Trivia ~ 5 New Year Resolutions for Creating Wealth and Managing Finances

Resolution 1: Create a budget for life When it comes to finances, life can be viewed as cash flowing in—and out. Saving and investing during your working years, if you […]
July 5, 2019

Budget 2019 – Snapshot for an Investor!

As a taxpayer, our interest in the budget is usually limited to the changes in the tax slab that we belong to. If there is any significant change on it, […]
May 30, 2019

Thursday Trivia ~ ePAN Card

We live in an age where technology has become our second line of oxygen. It keeps us connected with the rest of the world all the time. It has changed […]
May 16, 2019

Thursday Trivia ~ Senior Citizens Savings Scheme

  ‘Dad has received a few lakhs from his company, must be his Provident Fund, Gratuity, etc. It’s his hard earned money, where should we invest?’ Manish asked Jay while […]
May 2, 2019

Thursday Trivia ~ Investment Biases that blind Legitimate Business vis a vis Shell Company!

  Apple iPhones have become a rage among youngsters. It’s not just about features anymore, it has become a status symbol. Youngsters hardly use 5% of the features available on […]
February 7, 2019

Thursday Trivia ~ Are you Financially Free?

  Rahul, Divya and Mahesh are childhood friends. Everyone likes to call them  – 3 Musketeers! Right from staying in Mumbai’s suburbs during their school and colleges days to now […]
November 1, 2018

Thursday Trivia ~ Commandments of Super Investor Mohnish Pabrai

Last week we had the pleasure of listening to Mohnish Pabrai, the shameless cloner of Warren Buffet at the Morningstar Conference. He started his investment journey after 30 years of […]
November 23, 2017

Thursday Trivia ~ Easy Steps To Get Your Lost Aadhar Card Online

‘What a pain is this? Everyday someone is shouting over an SMS – Please link Aadhar. It’s frustrating’ Manish said while checking his messages. ‘It’s frustrating only because you have […]
November 9, 2017

Thursday Trivia ~ New PPF and NSC Rules for NRIs

Who is a Non Resident Indian (NRI)? Income Tax doesn’t directly define NRI. Section 6 contains criteria to consider Resident in India and provides that anyone who doesn’t fulfil this […]