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Passing On The Torch
Effective wealth transmission is an important part of any wealth creation journey. In fact, ineffective wealth transmission is a major...
Akshay Nayak
Jul 2, 20234 min read
84 views
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Giving Up Returns And Gaining Balance
The average Indian investor has always shown a lopsided preference towards one particular asset class. 50 to 60 years ago, debt was...
Akshay Nayak
Jun 25, 20233 min read
151 views
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When Couples Manage Money
Managing money is one of the most important jobs for any couple. In India most households have traditionally been single income...
Akshay Nayak
Jun 18, 20234 min read
184 views
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Impediments To Wealth Creation And Preservation
Creating wealth is a painstaking exercise. It requires consistent effort over a long period of time. The margin for error available in...
Akshay Nayak
Jun 11, 20234 min read
101 views
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The Plan Drives The Decisions
Within the exercise of financial advisory, investment decisions recieve the most attention. Investors judge the effectiveness of their...
Akshay Nayak
May 28, 20233 min read
127 views
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Wealth Beyond Wills
Whenever the topic of estate planning and wealth transmission is broached the first, and probably the only thing that comes to most...
Akshay Nayak
May 11, 20235 min read
66 views
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Millennials And Advisors
When used to refer to people, the term millennial is used to define those of us who have reached or will reach young adulthood in the...
Akshay Nayak
May 11, 20235 min read
47 views
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The P2P Primer
One of the leading trends within the credit industry in the recent past is that of Peer To Peer Lending, popularly known as P2P lending....
Akshay Nayak
May 11, 20235 min read
26 views
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Knowing Where The Finish Line Is
When investing for our financial goals most of us tend to follow a product first, process next approach. In other words, we tend to focus...
Akshay Nayak
May 11, 20236 min read
41 views
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Advisors And Risk Profiles
Understanding the risk profile of a client is an important prerequisite of any advisory engagement. In fact the regulatory body for...
Akshay Nayak
May 11, 20236 min read
21 views
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Difference Makers For Advisory Clients
In the case of any advisor with a reasonable client base, a central challenge for the advisor would be to help their clients taste...
Akshay Nayak
May 11, 20235 min read
11 views
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What Advisors Have To Deal With
Most of us are aware of what working with financial advisors involves in a broad sense. It involves working with professionals who serve...
Akshay Nayak
May 11, 20235 min read
17 views
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Emerging Challenges For Investment Advisory
Investment advisory is a sphere that has, and continues to go through constant evolution. The advent of the SEBI Investment Advisor...
Akshay Nayak
May 11, 20235 min read
20 views
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Serious Advice Isn't Sensationalist
Those of us who have the habit of following business news channels on television would have seen a variety of so called market experts...
Akshay Nayak
May 11, 20236 min read
15 views
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Prescriptions Vs Consensus
The presence of a fiduciary element where advisors serve in the best interests of their clients represents the fundamental essence of any...
Akshay Nayak
May 11, 20235 min read
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The Global View
One question that always crosses the mind of most investors in India is whether or not to have some exposure to international markets in...
Akshay Nayak
May 11, 20235 min read
8 views
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The Truth About Hybrids
Hybrid mutual funds are gaining popularity among investors thanks to the convenience they are advertised to provide in terms of holding...
Akshay Nayak
May 10, 20236 min read
38 views
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The Strategy For All Seasons
All of us have various strategies when it comes to investing. Whether we follow a complex tactical approach or a more simple, systematic...
Akshay Nayak
May 9, 20234 min read
41 views
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The Tax Filing Checklist
Another financial year has recently come to an end. That means it is time for us start planning the process of filing our taxes for the...
Akshay Nayak
May 9, 20233 min read
31 views
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Advisory Insights That Make A Difference
When working with a professional financial advisor or planner, there are a number of default principles and thumb rules that are applied...
Akshay Nayak
May 9, 20236 min read
9 views
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