Portfolio Management

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 […]
September 7, 2017

Thursday Trivia ~ A Review on different Mobile Budgeting Apps

‘How does change happen?’ asked a curious student. Teacher smiled and replied, ‘Two ways. Slowly at first then Suddenly!’ In last week’s Thursday Trivia, we presented a wave of change […]
August 31, 2017

Thursday Trivia ~ Mobile Budgeting Apps

‘Take control of your finances!’ was the very first advise which Ramesh gave his son Jay. It had been 2 years since Jay had been working with a big multinational […]
August 3, 2017

Thursday Trivia ~ 5 Golden Nuggets for Every Young Star

It’s been 5 years since Rajesh started his full time job. In the past, he has done many part time jobs to support his education. Apparently, Rajesh comes from a […]
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 […]