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Have you ever thought – Who is going to take care of your family investments after you?
I am getting 16% returns on my portfolio.
One of my friends said that. What is wrong with this simple statement?
This statement is fundamentally wrong in many aspects.
One, you got 16% returns till now. You are not guaranteed to receive 16% returns continuously. This statement gives the impression of assurance that similar returns ...
I met a client last month. Two top wealth management companies managed his portfolio. He was happy with the returns. He showed me the portfolio. And here it all came crashing.
Below is what was wrong with the portfolio and the possible reasons:
1. Asset Allocation: 75% in equity and 25% in Debt. No allocation ...
Equity Market Insights:
At Trumind Capital, our broad understanding has been:
Positioning our client portfolios based on these expectations allowed us to yield positive returns, w...
6 months ago, I met a lady who came to me through a reference to discuss her finances. She is a single mom and had a lot of apprehensions about availing wealth management services and was anxious about her financial future.
She is a successful professional running her own setup, but the events in her life didn’t allow her the luxury of...
