2020

All Season Investment Strategy BLTP Direct Plans Downside Protection Financial Literacy Financial Planning Investment Strategy LockDownReading SIP / STP / SWP Think Out Of The Box Uncategorized Value Investing

How to protect ourselves against – Dragon of Direct Plan.

A couple of months back when I was in Kolkata for a business tour, I came to know that within a week period 4 top-level MFDs lost their clients AUM worth of 5Cr to 10Cr each to Direct Plans. Out of 4, 3 were CFPs. One of the clients was a close relative of one CFP-MFD.

Now one question arises about how many other cases might have happened earlier.… Read the rest

BLTP Financial Literacy Investment Lessons. Investment Strategy LockDownReading Mis-Conceptions SIP / STP / SWP Think Out Of The Box Uncategorized

SIP – The Journey from Laziness to Active Management part – 1

If you want to finish the creativity of anyone, you don’t need to do anything special like Dronacharya does with Eklavya in Mahabharat, asked him to cut his thumb for GuruDakshina, just teach him how to earn money without pursuing any task.

The above line is totally suitable for the MF industry, including AMCs. Since they have learnt how to do SIP, they forget creativity (How to Manage Portfolio Actively).Read the rest

All Season Investment Strategy BLTP Business Growth Challenges to MF Distributors Financial Literacy Investment Lessons. Investment Strategy LockDownReading

Learn to invest in various stages of the market. – 1

“When one understand the difference between Volatility, Correction and Bear Market, he/she could grab the opportunity, otherwise what you think Mauka (मोका) will turn in to Dhoka (धोखा)” – Shailesh Sampat

To elaborate why I am writing this in current market situation, first of all we should understand what are the Various Stages of the market.
We can divide the Market in to 5 stages

1.Read the rest

BLTP Financial Literacy Information Reading Think Out Of The Box

The Biggest Blunder in Market…

When the stock market is at its top and all the figures are not supporting the market level then players start throwing various positive news/stories and try to run the market on that news/stories. Sometimes experts come out with a big trap of numbers. First of all see the following table, just a few days back published on social media, trying to show how the market is so attractive.… Read the rest

BLTP Challenges to MF Distributors Downside Protection Financial Literacy Investment Lessons. Investment Strategy Think Out Of The Box Uncategorized

Why most of the people fails in the Market?

Most of the people fails because they afraid to think even about failure hence not preparing for it. If you plan against failure it doesn’t mean that you are negative.

Negative thinking means running away from situation and dreaming about favourite perception. Perception is not bad but without fundamental it will not sustain for a longer

Positive thinking doesn’t means expecting best to happen but be prepared to fight with negative outcome and capable to convert it in to opportunity strategically.… Read the rest

All Season Investment Strategy Downside Protection Financial Literacy Investment Lessons. Investment Strategy Think Out Of The Box Uncategorized Value Investing

Today’s Importance in Stock Market History.

I am remembering Warren Buffet’s following quote today, because today is the most important day for the Indian stock market for learning a big lesson.

Exactly 12 years ago on same date Indian stock market collapse 10+% in just 2 days, my SIP Portfolio was started bleeding, and I was helpless, my portfolio was totally exposed directly to the Market Volatility and could not even protect from erosion.… Read the rest

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