Circle Wealth Advisors

June 18, 2015

Thursday Trivia – The wishful need of GUARANTEED returns

I had an intriguing discussion yesterday with a very learned and qualified person. He has seen the ups and downs of equity markets, being in finance he has closely tracked […]
June 11, 2015

Thursday Trivia – Why and how to create an emergency fund

    Emergency fund Simply understanding, emergency or contingency fund is a fund that is set aside, to be used in an emergency, such as the loss of a job, […]
April 9, 2015

Thursday Trivia – Impact of base rate reduction

Greetings to you from Circle Wealth Advisors… Last couple of days has been eventful in terms of banks and RBI deciding on interest rates. RBI announced its monetary policy and […]
April 1, 2015

Thursday Trivia – Financial decisions when starting a family

Greetings to you from Circle Wealth Advisors… Starting a family is one of biggest milestone in our lives. As they say “A child gives birth to a mother”. Being a […]
January 2, 2015

Thursday Trivia – 2014 the year that was

Greetings to you from Circle Wealth Advisors… 2014 was an eventful year creating memories that will leave us both happy and sad. May the New Year help us overcome the […]
December 25, 2014

Thursday Trivia – 5 basic rights of bank customer

Greetings to you from Circle Wealth Advisors… Are you left with an experience of being forced by your bank to invest in an unsuitable product, or that bank is taking […]
December 18, 2014

Thursday Trivia – Increase in RTGS business hours

Greetings to you from Circle Wealth Advisors… The Reserve Bank of India has decided to increase the working hours to make online fund transfer through RTGS. Currently, the RTGS service […]
December 18, 2014

THURSDAY TRIVIA – IMPS transfer money to anyone at anytime without internet

Greetings to you from Circle Wealth Advisors… Interbank Mobile Payment Service or IMPS is a new banking service that offers an instant, 24X7, interbank electronic fund transfer service through mobile phones. IMPS facilitate customers to use mobile […]
October 16, 2014

Thursday Trivia – 5 smart financial actions to take this Diwali

  Diwali, the season of lights is around the corner. Shops have been decorated and you are probably already dwelling on gifting ideas. This is certainly the time to pamper […]
October 1, 2014

Thursday Trivia – Difference between profit booking and asset rebalancing

  Is this the right time to book profits and exit? How should I play the markets? How much profit should I book? Where should I deploy the profits booked? […]