Monthly Archive: October 2015

Oct 12

To create wealth understand where you are.

I am 46 years old and work in the private sector. I will retire by 58. My wife, aged 42, is a homemaker. I have a son studying in Std 8. My mother is financially independent. I have not saved enough despite working all these years. Should I sell my old flat worth ?45 lakh …

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Oct 05

Large Cap Vs Midcap

Nifty Returns.

I conducted Ten Investor Awareness Programmes across Tamil Nadu in the past two months. In most of the meetings, investors said they wanted to sell their large-cap mutual funds because they have underperformed  mid- and small-cap schemes by a good margin. It is indeed a fact that large-cap schemes performed badly, mainly because of selling …

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Oct 05

Safe and regular income might not beat inflation.

  My husband will retire from a PSU bank shortly. We are in good health and have adequate health insurance for medical emergencies. Our children are financially independent. With his retirement corpus we need a safe and regular income to beat inflation. Do suggest a solution with tax efficient return. Alamelu You can get safe …

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