Last month, in my office, I encountered a typical case of transmission. I thought it is worthwhile sharing it with our readers. One of our long-standing clients, an elderly Parsi lady’s investments, in her portfolio, when she expired, is worth a few crores. The investments were all made in her single name, but she had […]
The second wave of COVID 19 has hit us all hard and fast. We have lost a number of friends and relatives to this deadly virus. Over the past few months, our office has witnessed an increase in ‘Transmission Cases’ – a process where investments held by the deceased, are transferred either to the joint […]
It’s Diwali time, and I was wondering what topic would be most relevant and beneficial to our readers on personal finance. We all do Laxmi Puja, it is a form of worshipping the Goddess of Wealth. But I wonder if that brings divinity to our Wealth? When one uses his wealth to help the right […]
Global markets, including India, had taken a significant beating following the outbreak of the Covid-19 pandemic. However, they have started picking up from their March 2020 lows. It is during these extremely volatile times, that most investors often make their biggest mistakes in the investing journey. In my upcoming articles, I will elaborate further on […]