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Plan retirement once you start earning: Jeet Shah
Source: IRIS
In an interview with Shweta Dhoka of Myiris.com, Jeet Shah, CFP, Veer Consultancy Services, says,``Being wealthy is a very different thing from being rich. The difference between rich and wealthy is very simple. It's knowledge. Wealthy people know how to make money. Rich people only have money.``
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Chet to Nar Sada Sukhi; an alert man always happy: Jeet Shah
Source: IRIS
In an interview with Shweta Dhoka of Myiris.com, Jeet R.Shah, CFP, Veer Consultancy Services, says,`` The equity portion of the portfolio should be build up using value cost averaging and not the most popular rupee cost average. Also the metals which are in the deepest trouble can be a good bet at the current price to accumulate, if the horizon is fairly long.``
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Save atleast 30% of average income: Ashish Shah
Source: IRIS
In an interview with Shweta Dhoka of Myiris.com, Ashish B Shah, CFP, Finsolve, says, ???The biggest challenge faced by the families today is the savings pattern and short term thinking...
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Financial freedom starts with small goals: Billimoria
Source: IRIS
In an interview with Shweta Dhoka of Myiris.com, Dilshad Billimoria, certified financial planner, Dilzer Consultants, says, 'Investing without a goal, is like driving without a destination in mind (or a headless chicken). It can be fun for sometime, but it leads to frustration, lack of discipline, no long term focus and ultimately defeats the purpose of investing.'
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`Young investors should not shy away stock market`
Source: IRIS
In an interview with Shweta Dhoka of Myiris.com, Ashutosh Tembe, Financial Planner at Orchid Financial & Investment Planners, says, ``Keeping all your money in a savings account is very secure, but it also has incredibly low returns.``
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It is all about your asset allocation, says Bidwalkar
Source: IRIS
In an interview with Shweta Dhoka of Myiris.com, Ashwini Bidwalkar, Head FP and Asset Advisory Services, VSK Financial Consultancy Services (P), says, ``It is important to find an ideal set of investments for a client`s specific level of risk tolerance and rebalance periodically to ensure the portfolio maintains its desired risk profile.``
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`Seek help from a trusted financial professional`
Source: IRIS Exclusive
In an interview with Pooja Chopra Goel of Myiris.com, Karan Kuldeep Sawhney, Founder, Globe Financials, says, ``Managing your personal finances is ultimately your responsibility.``
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`Financial planning is not just investing`
Source: IRIS
In an interview with Pooja Chopra Goel of Myiris.com, Shilpi Johri, Head Financial Planner, Arthashastra Consulting says, ``Contrary to popular belief, financial planning is not just investing. It is a process. It allows you to manage your finances in such a way that you link it to your goals.``
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`Financial planning is a process, not an event`
Source: IRIS
In an interview with Pooja Chopra Goel of Myiris.com, Manish Chauhan, Founder, Jagoinvestor says, ``Financial planning is a process. It`s not a one-time event that is completed and then never reviewed again.``
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`Read before signing on that dotted line`
Source: IRIS Exclusive
In an interview with Pooja Chopra Goel of Myiris.com, Balvir Chawla, Chief Financial Architect, Life Lite says, ``Always hire a reputed financial planner and read the fine print of recommended schemes carefully before signing on the dotted line.``
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`Financial planning is not just for the rich`
Source: IRIS Exclusive
In an interview with Pooja Chopra Goel of Myiris.com, Charul Shah, Director, Greshma Wealth Advisors (P) says, ``Whatever you do, don`t let the notion that financial planning is for the rich persist. Financial planning is for everyone.``
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`Our industry suffers from in-built conflicts of interest`
Source: IRIS
In an interview with Pooja Chopra Goel of Myiris.com, Ronak Hindocha, Founder, Futurewise says, ``Portfolio should be reviewed and rebalanced once in a year unless there are extreme market movements like the one we saw in 2008.``
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`It`s never too early to start planning your finances`
Source: IRIS Exclusive
In an interview with Pooja Chopra Goel of Myiris.com, Soubhagya Kumar Patra, Director & Co-Founder, Succinct FinTech Services (P) says, ``Be aware when meeting a commission-based advisor as his/her advice may be slanted towards selling in-house products.``
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`Don`t mix insurance and investing`
Source: IRIS Exclusive
In an interview with Pooja Chopra Goel of Myiris.com, Vivek T Mallick, CEO, Finesse Capital Financial Planners, says, ``The common mistake most individuals tend to make is confusing insurance with investment.``
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`Inflation is a major threat to retirees`
Source: IRIS Exclusive
In an interview with Pooja Chopra Goel of Myiris.com, Narendra Kondajji, Director, Procyon Financial Planners (P) explains why it is so important to start planning for your retirement today.
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`Building wealth takes time, patience, and discipline`
Source: IRIS Exclusive
In an interview with Pooja Chopra Goel of Myiris.com, Ashwani Tiwari, Chief Planner, Wealthmate offers some thoughts on successful long-term investing, market volatility, his favourite funds and more.
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`Financial planning as a concept is still virgin`
Source: IRIS Exclusive
In an exclusive interview with Yogita Khatri of myiris.com, Padmanaban Balasubramanian, director, Fortune Planners says, ``Don`t close any SIP (SIP is like a tree, don`t cut the tree at any cost, whenever the market is good take fruit out of it) just because of last one year return is still negative.``
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`Gold investment is an excellent portfolio diversifier`
Source: IRIS Exclusive
In an interview with Yogita Khatri of myiris.com, Kirit Nagda, CEO, Relationship Life Time Services says, ``Knowledge of financial avenues available in today`s environment should be given from school & college levels compulsory.``
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`Follow asset allocation for long-term wealth creation`
Source: IRIS Exclusive
In an interview with Yogita Khatri of myiris.com, Arun Tikmani, a financial consultant and managing director (MD) at Big Bull Financial Consultancy says, ``We do not advocate much of gold as an investment. However, as an asset allocation, 5% to 10% can be allocated.``
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`To become wealthy, be strong in basics of investing`
Source: IRIS Exclusive
In an interview with Yogita Khatri of myiris.com, Ravindran Padmanabhan, independent wealth coach and founder at Chennai Investors Club says, ``Discipline and patience are the two magic mantras which are very important in the money world. If you have these two essential qualities then it will work wonders for your portfolio.``
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`Financial advisory has great future ahead`
Source: IRIS Exclusive
In an interview with Yogita Khatri of myiris.com, Abhishek Marwah, founder & CEO, Marwah Financial says, `` I do not see any positive impact on distributor income by charging a transaction fee from investors. In fact, the existing investors might be neglected by some for adding new one to earn this income especially by distributors in small cities.``
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`Our main aim is to increase fees paying clients base`
Source: IRIS Exclusive
In an interview with Yogita Khatri of myiris.com, Satish Mistry, proprietor, Money Care Financial Planning Services says, ``There is a need of advisory service to clients and not transaction based courier services. It`s fact and will take time. Road is tough but not impossible.``
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`Favoritism amongst products spoils its basic objective`
Source: IRIS
In an interview with Yogita Khatri of myiris.com, Lokesh Jain, corporate trainer and independent financial planner says, ``If you don`t know your goals and if you are not working for it, then your money is working hard for achieving other person`s goal.``
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Speculations do not create wealth: Jitendra Attarde
Source: IRIS
In an interview with Yogita Khatri of myiris.com, Jitendra Attarde, principal financial planner, Yugma Financial Planners says, ``You must have quantified goals, along with a clear plan of action. This is the only thing that will help you overcome the problems of inflation and market-related uncertainties.``
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Have clarity on your goals: Richa Karpe
Source: BUSINESS LINE
Richa Karpe, director - investments, Altamount Capital Management urges investors to stay away from trading in stocks without the advice of a financial consultant. To reap inflation beating returns, her strategy is to invest in equities and real-estate.
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`Investment portfolio is all about asset allocation`
Source: IRIS
In an exclusive interview with Yogita Khatri of myiris.com, DK Aggarwal, CMD, Sanlam Investments & Advisors (India) says, ``Three years down the line, we see ourselves among top 10 wealth management companies in India providing wealth management service in the real sense.``
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`Think long-term when investing in equities`
Source: IRIS
In an interview with Pooja Chopra Goel of Myiris.com, Anil J Bhambhani, Founder & Director, BIA Capital Advisors (P) offers some thoughts on successful long-term investing, market volatility, his favourite funds and more.
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`The key to a successful portfolio is regular investments`
Source: IRIS
In an interview with Yogita Khatri of myiris.com, Abhinav Angirish, MD, Abchlor Investment Advisors, says, ``Gold is the best form of investment to beat inflation. An investor must have at least 12-15% of investments in gold at all times.``
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`Value picking of stocks gave me the most returns`
Source: BUSINESS LINE
Rajeev Sharma, country head of Unicorn Financial Intermediaries` approach to investments is measured and disciplined. He professes a similar approach to young investors, advising them to start early.
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`Advisors should prepare themselves for a fully fee based structure`
Source: IRIS
``With the MF and insurance intermediaries still in the process of adjusting to the new regulations, the business environment for advisors in 2011 will continue to remain challenging,`` says Sreekant Vaithiyanathon, founder and financial planner at MoneyCare Solutions in an interview with Yogita Khatri of myiris.com.
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`Not very bullish on gold as an asset class`
Source: IRIS
``With the advent of gold ETFs, things did change a bit but still there is a long way to go as investors at large are not yet ready to accept gold in the demat form,`` says Virendra Kothari, MD, Etica Wealth Management in an interview with Yogita Khatri of myiris.com.
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About 65% of my clientele are NRIs: Pradeep Hattangadi
Source: IRIS
In an interview with Yogita Khatri of myiris.com, Pradeep Hattangadi, Chief Executive at Raviram Financial Services says, ``I anticipate the debt instruments to perform better in the next 15 months. But that does not mean that an investor should move his entire allocation towards debt.``
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`Financial literacy in India is still close to zero`
Source: IRIS
In an interview with Yogita Khatri of myiris.com, Vishal Pandey, Director, VP Wealth Management says, ``Everybody is `interested` in having a great financial life, but almost no one is `committed` to have a great financial life. A financial planner`s job is to just change their interest into commitment, That`s all.``
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`Put the bulk of debt allocation currently into FMPs`
Source: IRIS
In an interview with Yogita Khatri of myiris.com, Veena Malgonkar, CEO at financial planning firm MPower says, ``Currently with liquidity crisis, the yield curve is inverted. The shorter term debt instruments are giving a better yield than the longer term ones.``
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`Fall in love with the process of wealth creation`
Source: IRIS
In an interview with Yogita Khatri of myiris.com, Nandish Desai, Chief Financial Planner, Wealth Care says, ``ELSS funds are my personal favorites. The industry is dynamic and I have accepted that. I would love to have ELSS stay as a tax saving instrument.``
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`It`s time to invest in short term debt funds`
Source: IRIS
In an interview with Yogita Khatri of myiris.com, Amit Trivedi, Proprietor, Karmayog Knowledge Academy says, ``Mutual fund, in my opinion, is the best investment vehicle for retail investors.``
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`Rebalance your portfoilo to balance & hybrid funds`
Source: IRIS
In an interview with Yogita Khatri of Myiris.com, Mallesh Patur, CFP, Vin Investments says, ``Retail participation in mutual funds has been declining mainly due to lack of interest from mutual funds distributors as it has become unviable to sustain, unless you are dealing with HNI clients.``
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Market outlook for 2011 is shaky: Harbinder Mehra
Source: IRIS
In an interview with Yogita Khatri of myiris.com, Harbinder Singh Mehra, Founder, PensionIndia says, ``Most of the money in the capital market today is of FII and hence the market is inherently volatile and it will take many years before we have our own money to support the market.``
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`Take financial goals as a road map not as a journey`
Source: IRIS
In an interview with Yogita Khatri of myiris.com, Nikhil Naik, MD, Naik Wealth says, ``Ultimately if you want to reap good returns as an investor then patience and discipline are the two most important attributes that one should possess.``
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`Reduce equity allocation & add more debt into portfolio`
Source: IRIS
In an interview with Yogita Khatri of Myiris.com, Partha Iyengar, Founder & CEO, Accretus Solutions says, ``It`s high time there is a regulation for advisers in the country! I hope the PFRDA recommendations on common minimum financial standards are implemented for advisers at the earliest.``
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I have 40% AUM in HDFC MF: Ajay Goenka
Source: IRIS
In an interview with Yogita Khatri of myiris.com, Ajay Goenka, certified financial planner (CFP), self employed says `` My favorite all time MF schemes are: SBI-Tax Magnum, HDFC Tax Saver, Reliance Opportunity Fund-Growth options, ICICI Discovery Fund.``
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`Advisor regulations should be black and white`
Source: IRIS
In an interview with Yogita Khatri of Myiris.com, Jaya Nagarmat, MD, Investor Shoppe Consultancy says, ``I think if I had the power to change anything in the financial services industry, it would be to get the banks to stop selling financial products.``
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`Keep learning process on in financial planning field`
Source: IRIS
In an interview with Yogita Khatri of myiris.com, Hiral Thanawala, CFP at Self Employed, says ``To become a successful planner keep the hunger growing of becoming a winner in this field, analyze different clients from various background to learn specialize skills.``
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`We normally do not suggest sectoral funds to clients`
Source: IRIS
In an interview with Yogita Khatri of Myiris.com, Rishi Nathany, Director, Touchstone Wealth Planners says, ``Invest according to your risk profile and time horizon. Proper asset allocation is the key to investment success.``
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`We can see advisor regulation emerging very soon`
Source: IRIS
In an exclusive interview with Yogita Khatri of Myiris.com, Vipin Khandelwal, CEO, PersonalFN says, ``For investors in debt instruments, we are advising to invest in liquid funds and ultra-short term funds.``
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Maintain savings ratios of 20% +: Jayant Pai
Source: IRIS
In an interview with Yogita Khatri of Myiris.com, Jayant Pai, Vice President, PPFAS says, ``I believe that 2011 will be a year where conservatively managed funds with a large-cap orientation will perform better as compared to their riskier peers.``
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Maintain savings ratios of 20% +: Jayant Pai
Source: IRIS
In an interview with Yogita Khatri of Myiris.com, Jayant Pai, Vice President, PPFAS says, ``I believe that 2011 will be a year where conservatively managed funds with a large-cap orientation will perform better as compared to their riskier peers.``
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I have nearly 30% AUM in Reliance MF: Trilok Mishra
Source: IRIS
In an interview with Yogita Khatri of Myiris.com, Trilok Mishra, CFP at Self Employed says, ``My favorite mutual fund scheme is HDFC Top 200 fund and the favorite fund manager is Sunil Singhania.``
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`Financial advisors are not just for the wealthy!`
Source: IRIS
In an interview with Pooja Chopra Goel of Myiris.com, Vikas Khandelwal of Paisa Boosters says, ``This (client-advisor relationship) is an important relationship, one that involves a great deal of trust.``
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`Fee-only financial advisor is your best bet`
Source: IRIS
In an interview with Pooja Chopra Goel of Myiris.com, Manikaran Singal, founder and CEO, Marvel Investments says, ``Using a fee-only financial advisor should ensure that advice you get is based only on your needs with no conflict of interest.``
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`Fee-only financial advisor is your best bet`
Source: IRIS
In an interview with Pooja Chopra Goel of Myiris.com, Manikaran Singal, founder and CEO, Marvel Investments says, ``Using a fee-only financial advisor should ensure the that advice you get is based only on your needs with no conflict of interest.``
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`We have proportionately higher assets with HDFC MF`
Source: IRIS
In an interview with Yogita Khatri of Myiris.com, Shibu Das, Director, Fine Advice says, ``Investors should stick to simple funds that have a proven track record and must be wary of any structured products.``
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People fail to consider effect of inflation on returns: Sabnis
Source: IRIS
In an interview with Yogita Khatri of Myiris.com, Yogin Sabnis, MD, VSK Financial Consultancy Services says, ``Always check whether the financial advice you receive is to meet your financial goals or to buy a particular financial product.``
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To be client centric is single most quality to succeed: Sikri
Source: IRIS
In an interview with Yogita Khatri of Myiris.com, Satinder Sikri, Founder & Chief Financial Planner, Your Money Your Way, says, ``Be more smart and intelligent when dealing with your money. After all, it`s Your Money. So make sure it`s Your Way as well.``
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No-load regime is a step towards fee-based advisory
Source: IRIS
In an interview with Pooja Chopra Goel of Myiris.com, Hitesh Eidnani, Founder & CEO, Trend Tech Consultants says, ``A financial advisor considers more than clients` portfolios. He considers their dreams, goals, past experiences, and life events that shape their views about money and finance.``
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Financial literacy is the key to financial freedom
Source: IRIS
In an interview with Pooja Chopra Goel of Myiris.com, Hemant Beniwal, Director, Ark Financial Planners says, ``The onus of a successful financial advisory system lies in the hands of the people.``
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Personal finance is not rocket science: Ranjan Varma
Source: IRIS
In an interview with Yogita Khatri of Myiris.com, Ranjan Varma, personal finance evangelist and founder at RupeeManager, says, personal finance is not rocket science and you can quickly learn all the ropes.
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One should always do goal specific investment: Pankaj Mathpal
Source: IRIS
In an interview with Yogita Khatri of Myiris.com, Pankaj Mathpal, MD & CEO, Optima Money Managers, says, financial literacy is poor in our society. He wishes to make everybody financially literate that will automatically control mis-selling in financial industry.
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Huge potential for Indian life insurance market: Amish Tripathi
Source: IRIS
In an interview with Pooja Chopra Goel of Myiris.com, Amish Tripathi, National Head - Marketing & Product Management, IDBI Federal Life Insurance says, ``We lead our communication through products, which makes it imperative to create products that are different and add value as compared to competition.``
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Don`t be penny wise and pound foolish: Jain
Source: IRIS
In an interview with Pooja Chopra Goel of Myiris.com, Aadesh Kumar Jain S, Proprietor, Signature Financial Services opines it is more important than ever to get sound financial advice in these times of information overload.
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Keep insurance and investments separate: Abhishek Gupta
Source: IRIS
In an interview with Pooja Chopra Goel of Myiris.com, Abhishek Gupta, Founder & Director, Moat Wealth Advisors, explains the services they offer and shares his views on the markets & what investors should do in present times.
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Ban on entry load has hit small IFAs hard: Priya Ramarao
Source: IRIS
All financial advisors tell you that they are good. But are they? How can you evaluate their claims? Read on! In an exclusive interview with Pooja Chopra Goel of Myiris.com, Priya Ramarao, CFP CM, InvestmentYogi explores the business of financial planning and how investors can use it to their advantage.
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Recent IRDA norms make ULIPs more cost effective: Rattan Chugh
Source: IRIS
Rattan Chugh, CEO, Cornerstone Wealth Management, in an interview with Yogita Khatri of Myiris.com describes what one should look for in a financial advisor, outlines how can parents teach/ introduce their kids to personal finance, etc.
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We very strongly suggest monthly income plans: Nirav Panchmatia
Source: IRIS
Nirav Panchmatia, founder CEO & chief strategist - AUM Financial Advisors, in an exclusive interview with Yogita Khatri of myiris.com shares with us his views on what he would advise clients to do now in MF investments, advice for starters and more.
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Large cap funds are less volatile: Faisal Mehta
Source: IRIS
In an interview with Yogita Khatri of myiris.com, Faisal Mehta, AFP, International Money Matters talks about factors to be considered while selecting funds, his top 3 picks for equity and debt funds and more.
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We are exposing clients to ETFs, indexation: Sadique Neelgund
Source: IRIS
Sadique Neelgund, financial planner, Sykes & Ray Financial Planners, in an interview with Yogita Khatri of myiris.com shared his views on SEBI-IRDA spat over ULIPs, what are his plans for 2010 in terms of product portfolio, new services, etc.
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Equities will rule the roost this year: Rakesh Goyal
Source: IRIS
In an exclusive interview with Yogita Khatri of myiris.com, Rakesh Goyal, SVP - Bonanza Portfolio talks on variety of subjects from financial planning and wealth management to equity and debt markets outlook.
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Fixed income portfolios unlikely to be very remunerative this year: Karvy
Source: IRIS
In an exclusive interview with Yogita Khatri of myiris.com, Swapnil Pawar, Head - HNI Solutions at Karvy Private Wealth talks about various concepts viz. financial planning, wealth management, markets and interest rates across globe. He also shared his views on markets and interest rate outlook.
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Equity markets have & will always be volatile: Lovaii Navlakhi
Source: IRIS
In an exclusive interview with Yogita Khatri of myiris.com, Lovaii Navlakhi, managing director (MD) & chief financial planner - International Money Matters talks about importance of IFA in a total sales process and his take on current market situation and its outlook.
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Indian economy has passed the stress test: Nagpal
Source: IRIS
In an exclusive interview with Pooja Chopra of Myiris.com, Gajendra Nagpal, founder & CEO, Unicon Financial Intermediaries (P) provided insights into the India growth story, the state of the economy and what will it take for the country to grow strongly and sustainably in the future.
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Indian economy has passed the stress test: Nagpal
Source: IRIS
In an exclusive interview with Pooja Chopra of Myiris.com, Gajendra Nagpal, founder & CEO, Unicon Financial Intermediaries (P) provided insights into the India growth story, the state of the economy and what will it take for the country to grow strongly and sustainably in the future.
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SIP is a good way to long-term wealth creation: Suresh Sadagopan
Source: IRIS
In an exclusive interview with Yogita Khatri of Myiris.com, Suresh Sadagopan, Principal Financial Planner, Ladder7 Financial Advisories talks about financial planning as a career and explains the investment/selling scenario of the financial products in current market.
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SIP helps you build wealth over a period of time: Suresh Sadagopan
Source: IRIS
In an exclusive interview with Yogita Khatri of Myiris.com, Suresh Sadagopan, Principal Financial Planner, Ladder7 Financial Advisories talks about financial planning as a career and explains the investment/selling scenario of the financial products in current market.
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IFA is an important link between co. & end customer: Suresh Sadagopan
Source: IRIS
In an exclusive interview with Yogita Khatri of Myiris.com, Suresh Sadagopan, Principal Financial Planner, Ladder7 Financial Advisories talks about financial planning as a career and explains the investment/selling scenario of the financial products in current market.
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Long-term India story is very much intact: Jayesh Sheth
Source: IRIS
In an exclusive interview with Poonam Chopra of Myiris.com, Jayesh Sheth, managing director, KC Securities provided insights into the India growth story, the state of the economy and what will it take for the country to grow strongly and sustainably into the future.
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Money is a means to an end, not the end: Ajay Goenka
Source: IRIS
Wondering if a visit to a financial planner will be beneficial for you? In this interview with Ajay Goenka, a CFP, Pooja Chopra of Myiris.com explores the business of financial planning and how investors can use it to their advantage.
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Mis-selling erodes investors` confidence: Suraj Kapur
Source: IRIS
In an exclusive interview with Yogita Khatri of Myiris.com, Suraj Kapur, Certified Financial Planner, SRE Financial Planners talks about what influences and erodes investor confidence most and the most challenging part about being a financial advisor.
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Certified financial planner is a financial doctor
Source: IRIS
In an exclusive interview with Yogita Khatri of myiris.com, Priyesh Shah, chief executive officer (CEO), Bliss Xpress talks about financial planning as a career and role of an independent financial advisor (IFA).
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Financial planning is not a onetime event; it is a process
Source: IRIS
In an attempt to understand what is happening to the financial planning market, what influences investor confidence most, Yogita khatri of Myiris.com managed to get an exclusive interview with Aadil Kadri, Manager - Advisory, Continental Financial Services.
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Markets will show healthy growth over next 2-3 years
Source: IRIS
Sharadd C. Mohan, Chief Executive, Calibre Investments in an exclusive interview with Yogita Khatri of Myiris.com explores the business of financial planning and how investors can use it to their advantage.
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An IFA is extremely important in today`s financial market
Source: IRIS
Jai Adiani, Certified Financial Planner, SRE Financial Planners in an exclusive interview with Yogita Khatri of Myiris.com explores the business of financial planning and how investors can use it to their advantage.
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Clients are a bit cautious but optimistic
Source: IRIS
In an exclusive interview with Pooja Chopra of Myiris.com, Balvir Chawla, founder of Life Lite, talks about financial planning as a career and role of an independent financial advisor (IFA).
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An IFA carries client`s trust
Source: IRIS
In an attempt to understand what is happening to the financial planning market and where it is heading in the near future, Pooja Chopra of Myiris.com managed to get an exclusive interview with Bhavesh A. Vora, Chief Executive Officer, SERNET Financial Services (P).
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Source: IRIS
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