Does money reveal who you are? Money reveals at least two things about you: 1. Who you are right now 2. What you currently value Money can be an expensive way to discover who we truly are. If you track Read More …
Does money reveal who you are?
Blog
Why Staying Invested Matters!
Why Staying Invested Matters! The mentioned quote by Brian Portnoy reminds us that investment decisions driven by emotion rather than logic can often do more harm than good. When we constantly switch or “churn” our investments because of market noise Read More …
Real lifetime returns…
To generate real-lifetime returns, one must focus on: Process and Planning Asset Allocation Diversification Selection Managing Your Behavior The portfolio composition can control only 10% of long-term real-life returns, 90% includes: a. Your personal value-based plan b. Percentage of equities Read More …
Plan First, Invest Later
Many focus too much on investment products—stocks, mutual funds, insurance, gold—without first having a clear plan. But planning should come first. Yes, planning is challenging because it often involves educated guesses. We tend to shape plans by observing others, making Read More …
Attention
What is something we all have in abundance, yet it remains one of the scarcest resources in the world? Attention. In today’s world, our attention is constantly being pulled in different directions—checking financial portfolios, tracking the markets, listening to media Read More …
Money and You Part 4
Money and You: Have you ever considered what are your expectations from your money? Why is money important to you? Money is where our internal self and external self meet and engage. Internal self: Your life values – each and Read More …
Money and You Part 3
The connection between Our Inner Self➡ Heart, Soul, Thoughts, and Feelings and Our Outer Self➡ Physical Body and Social Relationships plays a crucial role in shaping our financial life experiences. The greater the gap between our Inner Self and Outer Read More …
Money and You Part 2
Money handling includes skills but it also goes deeper to emotions – Below are some common struggles and challenges people face around money: 1. Feeling stupid around money decisions 2. Avoiding numbers, cheque books, Bank account statements, insurance policies, investment Read More …
Money and You
How do you unknowingly harm yourself when it comes to money? 1. Overspending on shopping. 2. Undervaluing your work and charging less. 3. Not being prepared to save for the future. How do you unknowingly become a slave to money? Read More …
Happy Navratri
Let’s move towards Money Maturity on this Navratri : It’s a process of understanding the Spirit & Value of Money True fulfillment comes from living the life to the fullest, regardless of one’s financial status. Feeling at ease with money Read More …
We Listen: Discovery Stage
We Plan: Enriching Lives
We Built: Wealth Creation