Expense AccountFinancial LiteracyMoney BoxPersonal FinanceFebruary 21, 2017by Monika Halan0BHIM and BharatQR are here. Are you digital yet?
Are you BHIMing yet? Good time to onboard the digital payment road. But keep your phone safe.
Expense AccountFinancial LiteracyMutual FundsPersonal FinanceFebruary 14, 2017by Monika Halan0Why you need league tables, when you can go to an adviser
League tables give you a short list from which to choose products. How to use them and why they are important.
Consumer RightsExpense AccountInvestmentsPersonal FinanceFebruary 7, 2017by Monika Halan0Trump rolls back Obama’s anti-cheating rule
President Trump is back peddling on many Obama reform measures. The one that hurts investors is the 'fiduciary rule' roll back that aimed to stop advisers cheating.
Expense AccountInvestmentsMutual FundsPersonal FinanceJanuary 10, 2017by Monika Halan0Irdai hikes agent payouts
In a market with falling costs, the Indian insurance regulator hikes agent compensation. Formalises what were earlier illegal payouts.
Expense AccountMoneyMutual FundsPersonal FinanceJanuary 3, 2017by Monika Halan0Is a long-term capital gains tax on equity a bad idea?
People are shooting from the shoulders of retail investors. Their horizon is way beyond one year in equity investing.
MoneyPersonal FinanceNovember 5, 2016by Monika Halan0Those stinky rich people
Middle class angst against the super rich is rooted in sour grapes. The key is happiness - does money buy it?
Expense AccountInvestmentsMutual FundsPersonal FinanceOctober 25, 2016by Monika Halan0It takes decades to build a profession
Few people know that it took decades to turn a medical practice into a profession in the US. Financial planners and advisers will take at least 10 more years to get there.
Consumer RightsInvestmentsMoney BoxPersonal FinanceOctober 18, 2016by Monika Halan0Loans (and more) that ride on your digital exhaust
What does your digital exhaust tell about you? Enough that it is now a marketable commodity. Who controls it? Not you yet. But giving access to firms could get you loans.
Expense AccountFinancial LiteracyInvestmentsMutual FundsPersonal FinanceOctober 11, 2016by Monika Halan1Sebi says distributors cannot advise
Good guys suffer due to the bad guys. Sebi tightens IFA rules because some agents advise without being responsible.
Expense AccountInvestmentsPersonal FinanceSeptember 27, 2016by Monika Halan0When to fire your financial adviser
Questions to ask your financial adviser to find out if he is cheating you