insights
articles, blog posts about investments, wealth management, communication
Investor education in India
The National Centre for Financial Education (NCFE) conducted its last survey on financial literacy in 2019. Compared to global standards ...
Do you need an investment philosophy?
Recently, I was invited to participate in a panel discussion on the ‘Art & Science of Stockpicking’. I was fascinated ...
Fund categorisations: confusing segments and style
The Indian media has been discussing SEBI’s circular on categorisation and rationalisation of mutual funds ever since it came out ...
Can better fund research fix capitalism?
“We have met the enemy and he is us.” — Walt Kelly We blame capitalism for most of our modern ...
The value of dumb questions
Being an outsider, as I have been for most of my life, brings with it a feeling of inadequacy. To ...
Has goal-based investing ruined Modern Portfolio Theory?
Modern or mean-variance portfolio theory (MPT) is an important financial concept. But it has little practical value for retail investors ...
Consumer protection takes more than transparency
The principles of transparency and disclosure are visible everywhere from fast-food menus to financial regulation. But if lawmakers don’t consider ...
What can blow up in your portfolio?
That’s the question investors should ask when assessing portfolio risk, rather than focusing on volatility. Speaking at a speaker event ...
Lost money? Re-invest!
Investors sometimes play a psychological trick on themselves when they lose money, research suggests—and that mental accounting trick may help ...
Classifying funds
Investment decisions rely on performance of funds universe including that of the median and various quartiles. Hence, the universe category ...
How to motivate better
How do you know if you are selecting the right motivational strategies to convince your employees, peers, and even yourself ...
Funds research…deconstructed
I love watching cooking shows. It doesn’t matter that I don’t cook. I watch for enjoyment sake, and perhaps for ...