Financial Actions

September 21, 2017

Thursday Trivia ~ Fake Notes, Are you detecting them?

‘What! How can you say this note is fake?’ shouted an angry customer at a bank. ‘We have done nothing wrong, don’t you guys get it. Every penny is so […]
August 24, 2017

Thursday Trivia ~ Pros and Cons of holding an Investment Account in the name of Minor

“Why are you so worried?’ enquired Rajesh while getting up in the middle of the night. Naina was sitting near their newly furnished balcony with her laptop, coffee placed on […]
August 10, 2017

Thursday Trivia ~ Where are the stock markets headed?

It’s a Saturday evening, as a thumb rule Meera’s kitchen is on a holiday. Mahesh has already planned the evening with his school friend. As they are heading towards the […]
June 29, 2017

Thursday Trivia ~ Asset Allocation (Series 3 of 3)

In our previous series of Thursday Trivia, we touched upon the definition of Asset Allocation and three strategies to achieve the same namely, Strategic Asset Allocation, Tactical Asset Allocation and […]
February 8, 2017

Thursday Trivia : The Oracle Question of Portfolio Management

  As Wealth Managers, we are often asked, ‘When equity market falls, our portfolio value also falls. But when equity market rises, our portfolio doesn’t seem to rise to as […]
July 30, 2015

Thursday Trivia- Top Financial Actions for someone in 20’s

Top financial actions for someone in 20s There is a great amount of stuff to deal with if you are in your twenties, looking for a partner, or to giving […]