Retirement Planning at 50: Part 4
Retirement Planning at 50: Feeling Unprepared? You’re Not Late. You’re Just Ready to Begin. Part IV The Journey
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Author Connects
Retirement Planning at 50: Part 3
Retirement Planning at 50: Feeling Unprepared? You’re Not Late. You’re Just Ready to Begin. Part III The Blank
Retirement Planning at 50: Part 2
Retirement Planning at 50: Feeling Unprepared? You’re Not Late. You’re Just Ready to Begin. Part II The Day
Retirement Planning at 50
Retirement Planning at 50: Feeling Unprepared? You’re Not Late. You’re Just Ready to Begin. “The hardest part of retirement
Nifty 50 and Beyond : Where India’s Growth Story Is Really Unfolding?
Beyond Nifty 50: Where India’s Growth Story Is Really Unfolding For years, investors treated the Nifty 50 as a report
Asset Allocation: The Bicycle Balance Every Investor Needs
Asset Allocation: The Bicycle Balance Every Investor Needs. Learn about the Life lesson in investing – Asset allocation with Mr.Iyer
The Day After SIP Day: When Arjun Thought the Market Had Betrayed Him
The Day After SIP Day: When Arjun Thought the Market Had Betrayed Him The rain had just begun. Soft
Aspirational Inflation: Why Your Salary Increase Still Feels Not Enough
Aspirational Inflation: Why Your Salary Increase Still Feels Not Enough It was a quiet Sunday evening. Mr. Iyer, Arjun,
Is Your Portfolio VUCA-Ready?
Is Your Portfolio VUCA-Ready? A Portfolio Review for a World That Refuses to Be Predictable The rain had
Decoding Your Mutual Fund Scheme Returns
Why Arjun’s Small Cap Fund Stopped Beating the Index (A quiet lesson in sector cycles, expectations & investor wisdom)
Understanding MF Vs Folio Returns
Happy with MF Returns 🙂, Not with My Portfolio Returns 😞 A quiet balcony conversation The evening was
Portfolio Review Series – Part 3 – Minding Your Own Business
Portfolio Review Series Minding Your Own Business – The Most Underrated Portfolio Review Strategy In investing, one of the
Portfolio Review series Part 2: What To Do (and Not Do) After a Portfolio Review
Portfolio Review series Part 2: What To Do (and Not Do) After a Portfolio Review The Annual Truth-Telling Ritual
Portfolio Review Series Part 1: The Annual Ritual
Portfolio Review series Part 1: Why do Portfolio Reviews Matter? The Annual Truth-Telling Ritual A Portfolio Review with Mr.
Understanding Compounding in Stock Markets
The Power of Compounding: Why It’s Not Linear and Why It Always Wins We’ve all heard it before —
Price is what you pay; Value is what you get.
Price V/s Value – “When Discounts Cost You More: Arjun Learns the Value Trap” A lazy Sunday afternoon. Arjun
DIversification or Diworsification? When More Isn’t Better!
When More Isn’t Better: Why Over-Diversification is Like Multitasking ☕️ A Conversation over Filter Coffee It was one
Begin with the End in Mind: The Secret Compass for Your Financial Journey – Goal Setting
“What’s the use of running fast if you don’t know where you’re headed?” This simple question, when applied to money
Brakes Make Speed Possible: The Hidden Power of Risk Management in Investing
When we think of brakes in a car, we often associate them with slowing down or stopping. But here’s
Why Diversification is the Suspension System Your Portfolio Needs?
The Suspension System for Your Portfolio … Imagine driving your car on a bumpy road. Potholes. Uneven surfaces.
A Walk Through Life – Investing Lessons from Every Corner
It was one of those calm Sunday mornings when the city takes a breath. Arjun had convinced Preeti and Mr.
The Wheels of Alignment… to Your Secure Future
🛞 The Wheels of Alignment… to Your Secure Future A conversation between Mr. Iyer and Arjun Arjun shuffled into
The Ripple Effect of Financial Literacy
🌊 The Ripple Effect of Financial Literacy: A Conversation That Changed Arjun’s Perspective “One financially aware individual can change
The Journey Of Evolution Of Indian Investor
The Changing Mindset of the Indian Investor Investment behaviour in India has undergone a massive transformation over the past
The ABC of Investing – A fun Conversation Between Arjun & Mr. Iyer
Arjun, a young, ambitious investor, eagerly sits with his mentor, Mr. Iyer. “I want to be rich fast,” he declares.
Key Qualities and Strategies for a Successful Investment Journey
Welcome to the world of investing—a realm where opportunities abound, dreams are shaped, and futures are secured. Starting your journey
Authors journey… Guided by Purpose…
Your journey all along is guided by your purpose. Often, you can only connect the dots when looking back.
Financial Inclusion 2.0
Ushering a new phase of Financial Empowerment … An era of Financial Inclusion 2.0 with TBGFL… The phrase that
Money Matters
Emergency Fund 2.0: A Practical Guide to Building & Accessing It Smartly
Emergency Fund 2.0: A Practical Guide to Building & Accessing It Smartly Because emergencies are inevitable — but being caught
My Magic Retirement Number
How Much Do You Really Need to Retire? “So, Mr. Iyer,” Arjun leaned forward with his usual impatience, “just
Importance of Accounting for Inflation in Financial Planning
Accounting for Inflation in Financial Planning Financial planning is the cornerstone of a secure and prosperous life. While we
Debit Card vs Credit Card
Debit cards and credit cards are both widely used for making payments, yet they work differently and offer distinct advantages
Ideas for Life
Portfolio Rebalancing – a new perspective
Often we speak of the need to Rebalance the portfolio. This is to ensure that one remains in line with
Emergency Funds – All that you need to know
Emergency Fund is all about Planning for Uncertainty. While liquidity and easy access is the most important requirement, the biggest
Automating Personal Finance Management
In a world increasingly driven by automation, integrating automated systems into personal finance management can significantly enhance both ease and
Some spare funds? Where do I invest?
Have some additional funds that you want to invest?! Often, many of us do not follow the goal-setting method
My First Mutual Fund Investment
To embark on a financial journey, one needs to understand many basic principles to ensure that the experience is rewarding.
Time to Enter and Exit the Market…
As we become aware of stocks, mutual funds, and the stock market as avenues for investing, we all wonder: when
Understanding the use of PMT formula
Earlier in a post, we considered the simple rule of 72 to understand how long it would take for the
Bare Basics
Goal-Based Investing vs Portfolio Investing: Which Strategy Is Right for You?
Goal-Based Investing vs Portfolio Investing: Which Strategy Is Right for You? It was a breezy Sunday evening. The sky
Hot Picks or Hidden Traps? A Sectoral Tale with Mr. Iyer and Arjun.
“Mr. Iyer! EV stocks are going crazy! My friend just doubled his money in six months. I’m thinking of reallocating
The Path to True Passive Income — A 5-Stage Investor Framework
🧓🏼 Mr. Iyer’s Quiet Lesson on Passive Income It was a breezy Sunday morning. A day that usually brings
Understanding Investor Biases
The Investment Maze and the Traps of Investor Biases Arjun paced up and down excitedly in his living room,
Core Portfolio vs. Satellite Portfolio – understanding the basics
In today’s topic let us break down the portfolio further into Core and Satellite portfolio and what they mean
The Power of Diversification: Your Shield in Investing
Diversification is one of the most fundamental principles of smart investing. Diversification is the tool that allows for risk
Build Your Portfolio by Managing Risk: Let Returns Be the Byproduct
Investing is often seen as a race to achieve the highest returns. But what if you shifted your focus to
Understanding ULIPs
Unit Linked Insurance Plans (ULIPs) are a type of life insurance plan that offer the dual benefits of life insurance and
Decoding Your Risk Appetite
Is your investor personality static across all goals and times? Do you think you understand your risk appetite?
Why is Financial Literacy important?
Building your finance knowledge is like the breaks in the vehicle… What is the real reason for having break
Beginner’s dilemma – Where to start, What to do, Why Now and How to begin?
Here is an attempt to demystify a few beginners questions. Read the answers to the many questions you have as
Why is Goal Setting important?
Why is Goal Setting important? Helps you to Set a Clear Roadmap – Goal Setting helps you establish a
