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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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Keep Calm And Trust
Within the exercise of estate planning the most popular and widely used tool to give effect to all our estate planning endeavours is a...
Akshay Nayak
Mar 17, 20245 min read
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Complexity Sells, Simplicity Works
One thing that is common with most financial planners today when they work with their clients today is the level of complexity that has...
Akshay Nayak
Mar 10, 20244 min read
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Solving The Advisory Conundrum
When we seek advice of any kind on our financial matters, there are two predominant terms that occupy the lion's share of our mindspace....
Akshay Nayak
Mar 3, 20246 min read
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FIRE Dissected : Financial Independence Vs Retiring Early
A major financial aspiration which is quickly catching on and evolving into a trend among youngsters across the world is FIRE...
Akshay Nayak
Feb 25, 20244 min read
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Advisors And India's Evolving Retirement Challenge
The exercise of retirement planning is undergoing significant evolution around the world. Retirement has gone from being defined as a...
Akshay Nayak
Feb 18, 20245 min read
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Know This Before Going Active
It is now widely known that there are broadly two major approaches when it comes to investing in mutual funds. These being investing in...
Akshay Nayak
Feb 11, 20244 min read
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