Arijit Sen
SEBI Registered Investment Adviser
January 12, 2021
Reading Time: 4 minutes From very early on in life, we have all been taught not to follow a herd mentality. I’m sure we all have been asked “if we’d jump into a well if someone else did!” by our elders. The focal point of both these aspects is to have our own judgment and thinking process. We cannot […]
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P V Subramanyam
Author & Trainer, Subramoney.Com
April 30, 2020
Reading Time: 2 minutes In our grind to improve services and touch as many lives as possible, we often consciously or subconsciously prepare a “pitch”. This is a culmination of our beliefs and way of working. While we always believe it portrays the best of our capabilities, sometimes there are things that may need reconsideration. And since we keep talking about it so often, we don’t see any flaws in it even if there are. Today’s read has the ever-so-candid Mr. P V subramanian share a satirical take on some things that we really maybe should reconsider saying..go on, read this piece, chuckle with relatability and see which of these points you’d want to change..
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Neeraj Bahal
Founder, Fasttrack Financial Planners
December 10, 2019
Reading Time: 7 minutes We all have had clients that come to us with ages old crinkly share certificates that they had bought eons ago or had inherited from previous generations. This hidden “surprise treasure” forms part of almost every household. But do we always have answers to their questions concerning demat of shares? No. While a general overview is possible, we are not always equipped to handle detailed questions and then we have to find someone else to do it. Today, Neeraj Bahal deep dives into the topics and shares with us a powerful artillery of points to keep in mind when getting demat of shares done. Read through and be ready to solve your clients’demat issues.
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