Comparing your portfolio with others often creates doubt, anxiety, and unnecessary action. This article explains why portfolio comparisons are misleading and why alignment with your own goals matters more than short-term performance.
Why Comparing Your Portfolio with Others Is Misleading Read More »
Spending decisions often reflect identity and aspirations. Learn how mindful spending and financial planning can help differentiate true value from impulse upgrades while building long-term financial stability.
We Don’t Spend Money. We Spend to Become a Person. Read More »
A thoughtful approach to financial planning for long term goals helps balance ambition with stability. Learn how to align desires with risk capacity, debt management, and disciplined investing to build a strong financial foundation.
Want More? Plan Smart. Read More »
Inflation quietly affects savings, purchasing power, and long-term financial goals. Understand how inflation may influence your financial planning in 2026 and beyond.
How Inflation May Influence Your Savings and Financial Plans in 2026 Read More »
Over two decades of managing client’s wealth, I feel the questions that investors generally ask, have changed significantly. However, one question that remains common among investors is “Why some of my mutual fund schemes are underperforming?” This often leads to a natural urge to move from Scheme A, which has not performed well recently (which
Why Switching Mutual Funds Based on Recent Performance Can Hurt Long-Term Wealth Read More »
ಸ್ಟಾರ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ರೇಟಿಂಗ್ಗಳು ಉಪಯುಕ್ತವಾಗಿರಬಹುದು, ಆದರೆ ಅವು ಸಂಪೂರ್ಣ ಕಥೆಯನ್ನು ಹೇಳುವುದಿಲ್ಲ. ರೇಟಿಂಗ್ಗಳನ್ನು ಹೇಗೆ ಅರ್ಥೈಸಬೇಕು, ನಿಮ್ಮ ಗುರಿಗಳಿಗೆ ಹೊಂದುವ ಫಂಡ್ಗಳನ್ನು ಹೇಗೆ ಆಯ್ಕೆ ಮಾಡಬೇಕು, ಮತ್ತು ದೀರ್ಘಕಾಲಿಕ ಯಶಸ್ಸಿಗಾಗಿ ಜಾಣತನದಿಂದ ಹೂಡಿಕೆ ಮಾಡುವ ವಿಧಾನಗಳನ್ನು ತಿಳಿದುಕೊಳ್ಳಿ. ನೀವು ಯಾವಾಗಲಾದರೂ onlineನಲ್ಲಿ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳನ್ನು ಹುಡುಕಿದ್ದರೆ, ಆ ಹೊಳೆಯುವ 5-ಸ್ಟಾರ್ ರೇಟಿಂಗ್ಗಳನ್ನು ನೋಡಿರುವ ಸಾಧ್ಯತೆ ಹೆಚ್ಚು. ಅವು ಭರವಸೆಯನ್ನು ನೀಡುವಂತಿವೆ, ಒಂದು ಗುಣಮಟ್ಟದ ಮುದ್ರೆಯಂತೆಯೇ ಕಾಣುತ್ತವೆ. “5 ಸ್ಟಾರ್ ಇದ್ದರೆ ಇದು ಖಂಡಿತವಾಗಿಯೂ ಅತ್ಯುತ್ತಮ ಫಂಡ್
