Browse posts tag by investing

Learning from Warren Buffet Series – Part 4


January 16, 2019
This time, I have combined the key takeaways from 3 letters. Because, while Warren Buffet writes these letters with a gap of one year, we are trying to bring up these articles every month. So we need to avoid being repetitive. But, most of the knowledge imparted by him is so timeless and relevant, that […]
Aditi’s Money Story: I Was Always Conditioned To Save First

Aditi’s Money Story: I Was Always Conditioned To Save First


December 21, 2018
Aditi is one of my earliest female clients. And the reason I chose to write about her money story today, is because she inspires me. A couple of months back, a common friend gave me her contact and we decided to meet at her place. She was newly married and I had almost barged into […]

How are the rich millennials planning for misery?


June 6, 2018
Last month I met a friend who was visiting Delhi for a mid – month break. Molly (name changed) was into sales of carbonated drinks and work brought her to Delhi on a Friday. So she stayed back and decided to spend some time off with her cousins and friends. We went to this cosy […]
Have you been taking hasty investment decisions?

Have you been taking hasty investment decisions?


May 31, 2018
Investing in equity is a little like marital courtships. The market rallies are like the butterflies in your tummy when you are courting your partner. Only till you realize that all is not hunky dory! The recent market volatility has shaken up a lot many investors. Those who jumped on to the equity bandwagon are […]
Is trading in stock markets your answer to create wealth?

Is trading in stock markets your answer to create wealth?


May 21, 2018
I grew up watching the black screen with constantly changing green and blue tickers. For a little while, I even used to handle my father’s clients who used to call every 15 minutes with a new “Buy” or “Sell” order to be placed. I was a kid just out of school then, with very little […]
Now get rich at less than the cost of one dinner every month!

Now get rich at less than the cost of one dinner every month!


April 17, 2018
As part of our Investor Education Initiatives at Corporates, we speak to a lot of employees. And one of the first questions that we ask is – How much money do you think you need to start investing every month? And amusing as it may sound, the answer varies from a few thousands to a […]
Track Your Mutual Fund Investments Real Time

Track Your Mutual Fund Investments Real Time


March 15, 2018
Till some time ago, every family had a relationship manager who would periodically come and meet our parents and discuss his mutual fund investments with him. And that was the only time our parents could get to know how their funds were doing. This is similar to those times when the only way to send […]
Women are increasingly leading investment decisions!

Women are increasingly leading investment decisions!


March 8, 2018
Financial Planning happened to be a male domain. But our experience at CAGRfunds has been different. If you look 20-25 years back, you would agree that homes had a very clear split of work. Women would be largely responsible for the house management while the males of the family would mostly be in charge of the […]
2 steps is all it takes to start investing

2 steps is all it takes to start investing


March 5, 2018
Remember those times when our parents used to invite an uncle over tea to discuss where they should be investing their money? And then they would sign a pile of documents and hand over a bunch of cheques? Well, believe it or not, a large proportion of investors still follow that route. But times are […]
Learning from Warren Buffet Series – Part 2

Learning from Warren Buffet Series – Part 2


February 25, 2018
Here is the second in our Warren Buffet Series. (Refer Part 1). This one is quite interesting and relevant. Do participate in sharing the knowledge. So do Comment / Share / Like. Berkshire Hathaway Shareholder letter – 1978 Learning 1 Buffet warns investors against forecasting folly that prevails in the stock market. He clearly communicates to […]