New Delhi: Many private equity and hedge fund managers are facing exam panic following a proposal…
Tag: investment advisor
What Renu Maheshwari learned from managing other people’s money
Meet Renu Maheshwari, who started off as a financial coach and corporate advisor and then co-founded…
10 years of RIA: Sadagopan’s journey as a financial planner
Describe your career before you registered as an RIA in 2013. I started a consulting practice…
What is lifestyle stagnation – and how one techie got over it
Lifestyle creep: This is a problem that many people struggle with. For others though, lifestyle stagnation…
Investment advisors cannot sell commission based FDs to clients: SEBI
The Securities and Exchange Board of India (SEBI) has limited the scope of securities/investment products on…
Clever mechanics who crack SEBI rules for IAS
The pure objective of SEBI’s Investment Advisor (IA) regulations is to ensure that clients get the…
Things to Know Before Taking the Portfolio Management Services Route
portfolio management services (PMS) industry has come a long way since the Securities and Exchange Board…
Why Weekend Investing’s Founder Has 30% Gold Exposure to Portfolio
Alok Jain, Founder of Weekend Investing, is a Delhi-based Research Analyst. Jain runs some of the…
How to choose a right financial advisor
RIA Investments charge a fixed fee for consulting and A may not be in favor of…