Investment Shastra

Should we expect positive return every year from Equity?

As year-end approaches, newspaper and media compare returns of every asset like Equity, fixed deposits and gold. What purpose does this comparison serve? People invest for meeting financial goals. People...

Risks in investing and the Role of an Advisor

Since childhood we have heard and internalized this saying, “No risk, No gain”.  We have learnt that Fixed Deposits in State Bank of India is the safest. And without doubt it is but the returns we earn does...

5 How-do-you questions that Impact your Portfolio, a lot!

Do you have answers to these 5 How-do-you questions?  If you don’t, it is not too late, get it right with MoneyWorks4me 1) How do you know what is the right asset allocation for you? Ajay holds 70% in Equity...

Asset allocation

Managing Risks

How to build a Portfolio

Managing Portfolio using MW4me