by Naveen Julian Rego | Aug 30, 2023 | Personal Finance
We feel that greed is gradually coming back. This is because many have experienced extremely wonderful short term returns especially in small/mid-cap stocks and also in mutual funds focused on these segments. Equity markets are definitely not cheap and investors...
by Naveen Julian Rego | Jul 17, 2023 | Uncategorized
Greetings from us!! We completed 20 long years of our Financial Planning journey on 13th July 2023. This has been an awesome journey for us to learn and unlearn so many things. I would like to pen down 20 important points of my practical learnings during this...
by Naveen Julian Rego | Mar 8, 2023 | Debt Mutual Funds
Most of us manage liquidity by parking funds in savings/current accounts and short-term fixed deposits. These are very convenient and easy to manage. The potential drawbacks are as follows: 1. Current accounts do not give any returns. 2. Savings account give returns...
by Naveen Julian Rego | Feb 7, 2023 | Uncategorized
The following are my thoughts on the Union Budget 2023 proposed by our Honorable Finance Minister. I have specifically addressed the relevance on one’s personal finances leaving the other things for the economists to dissect. Also, I have given a simplified view...
by Naveen Julian Rego | Jun 7, 2022 | Personal Finance
We are always looking out for investment products which would make sense in our client’s portfolios. The selection is majorly dictated by simplicity, lower costs and ease of management. Past/future returns would not be the sole criteria for these selections as we...
