Financial Advice
The Hidden Dangers of Investing in Individual Stocks: Fraud & Corporate Governance Risks
Financial AdviceWhy Weak Corporate Governance is a Silent Portfolio Killer Investing directly in stocks offers the allure of high returns, but it comes with significant risks—one of the biggest being corporate g … Read more
Why We Strongly Recommend Equity Funds Over Direct Stock Investing
Equity, Financial AdviceInvesting in equities is one of the best ways to build long-term wealth. However, how you gain exposure to equities can make a huge difference in your overall success as an investor. Many individual i … Read more
Lumpsum versus Staggering? What is the more optimal way to invest larger sums of money?
Financial AdviceInvestors sometimes have a larger-than normal amount of money that is available for investments (this could be due to an annual bonus, an asset sale, inheritance or other such events). We are often as … Read more
FM Churn and why this leads to us prefering Owner-Managed Boutique Investment Firms
Financial Advice, PMS AIFSince 2015, the investments industry in India has seen a very sharp rise in some of the most senior fund managers (FMs) in the industry, leaving to set up their own investment funds. The strong bounce … Read more
Taxation Structure of Different Investment Structures
Financial AdviceThe capital gains tax regime can be complex, with different rates & threshold period for different asset classes & investment structures. We provide below a handy table, that helps explain the … Read more
Types of Life Insurance Plans
Financial Advice, InsuranceIn this blog post, we compare the various types of life-insurance policies, along with our reasons for why we typically only recommend Term-Insurance policies for our clients. Term Insurance Abo … Read more