top of page
Search


Before Moving In
Owning a home of our own is a significant dream for most of us. There is always a lot of pride and a sense of self esteem tied to it. But...
Akshay Nayak
Sep 9, 20244 min read
Â
Â
Â


The Financial Planner's Role In Retirement Planning
In the past I have always spoken about retirement planning from the point of view of the individual. I have often mentioned that it is...
Akshay Nayak
Aug 9, 20244 min read
Â
Â
Â


Restoring Equilibrium
Portfolio construction and management is a continuous process. Selecting products and designing a portfolio is the easy part of portfolio...
Akshay Nayak
Jul 24, 20244 min read
Â
Â
Â


Tenets Of A Sound Investment Process
As investors, the investment process we follow has the most significant impact on our results. The importance of following a sound...
Akshay Nayak
Jul 18, 20243 min read
Â
Â
Â


Do Products And Returns Define A Planner's Worth?
Financial planners charge clients a fee for their services. The fee represents the price of the financial planning service. But what...
Akshay Nayak
Jul 10, 20244 min read
Â
Â
Â


The Desire To FIRE (And When Achieving It May NOT Be Rewarding)
Most individuals today are obsessed with the goal of attaining the status of FIRE (Financially Independent Retired Early). This is a...
Akshay Nayak
Jul 3, 20244 min read
Â
Â
Â


SPIVA India Reports Decoded
The S&P Indices Vs Active (SPIVA) Scorecard report for a region is the primary source of information for a realistic assessment of mutual...
Akshay Nayak
Jun 26, 20245 min read
Â
Â
Â


Finer Nuances To Consider When Buying Health Insurance
In last week's post Finer Nuances To Consider When Buying Life Insurance, I discussed subtle nuances involved when buying life insurance...
Akshay Nayak
Jun 20, 20244 min read
Â
Â
Â


Finer Nuances To Consider When Buying Life Insurance
Today most of us are aware of the basics of buying life insurance. This includes aspects such as : Who should buy life insurance? When to...
Akshay Nayak
Jun 12, 20244 min read
Â
Â
Â


Managing Sequence Risk Post Retirement
In last week's post Sequence Risk And Our Long Term Goals, I covered the concept of sequence risk. I explained how it works and suggested...
Akshay Nayak
Jun 5, 20247 min read
Â
Â
Â


Sequence Risk And Our Long Term Goals
Risk is an unavoidable truth in investing. Most of us are aware of the major forms of risk that our investments are exposed to. Some of...
Akshay Nayak
May 29, 20246 min read
Â
Â
Â


Defensive Investing Decoded - III : Constructing Defensive Portfolios
So far in this series on defensive investing we have understood the fundamental concepts driving the defensive approach. We have also...
Akshay Nayak
May 22, 20247 min read
Â
Â
Â


Defensive Investing Decoded - II : What It Takes, And Why It Works
In last week's post Defensive Investing Decoded - I : Conceptual Framework, we understood how defensive investing works. We also...
Akshay Nayak
May 17, 20243 min read
Â
Â
Â


Defensive Investing Decoded - I : Conceptual Framework
The defensive approach to investing is one that is relatively lesser known. It is one that is boring and generates little excitement...
Akshay Nayak
May 9, 20244 min read
Â
Â
Â


Zero Real Returns : Seemingly Zero Logic, Definitely Very Real
In one of my earlier articles, Retirement Investing - I : The Accumulation Phase, I mentioned that the amount an individual requires for...
Akshay Nayak
May 1, 20245 min read
Â
Â
Â


Retirement Investing - II : Managing Withdrawals Post Retirement
In last week's post, I delved into the framework for the accumulation phase of our retirement goal. It was shown that assuming zero real...
Akshay Nayak
Apr 24, 20246 min read
Â
Â
Â


Retirement Investing - I : The Accumulation Phase
An overriding notion when it comes to investing for retirement is that the major reason why most people do not end up creating a corpus...
Akshay Nayak
Apr 17, 20245 min read
Â
Â
Â


The Entrepreneurial Challenge - III : Helping Entrepreneurs Slash Their Tax Bills
Entrepreneurs inherently have to deal with a greater tax liability compared to most other individuals. This is largely down to the fact...
Akshay Nayak
Apr 7, 20243 min read
Â
Â
Â


The Entrepreneurial Challenge - II : Building Tax Efficient Portfolios
In my previous post The Entrepreneurial Challenge - I : Setting Financial Foundations, I had spoken at length about the intricacies and...
Akshay Nayak
Mar 31, 20244 min read
Â
Â
Â


The Entrepreneurial Challenge - I : Setting Financial Foundations
When we talk about someone investing and managing their money, the predominant image that tends to cross our mind an employee having a...
Akshay Nayak
Mar 24, 20245 min read
Â
Â
Â
bottom of page