Wealthymatters

For Whom Wealth Matters

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Positive Developments in Absentia

Positive Developments in Absentia

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Happy New Year -2022

Happy New Year -2022

Fireworks always have the effect of making me happy. Love them. Hoping its the same for you too.

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MO Investor - One App For All Investment Needs

MO Investor – One App For All Investment Needs

Feeling totally penned in by Covid -19 ? Frustrated that you’re not as productive as you’d normally like to be?Does it feel like a lost year when it comes to earning ?

Here’s a solution : The Motilal Oswal’s Investor App.Start with EDUMO. Whether you are a beginner looking to learn the ABCs of investing or looking to refresh your knowledge or learn more advanced topics,there’s something good…

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Dithering Over Diamonds

Honestly, I love diamonds. And love coloured diamonds more.

And I have had a bit of good luck with them. In 2008,in the midst of the financial crisis, I bought a few yellows from a person with a cutting and polishing factory, who had little use for them in a market with a decided preference for the white variety. Last week I was pleasantly surprised to see just how much yellows had since then…

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Bishoping The Horse - PMS Style

Bishoping The Horse – PMS Style

If you have a few lakhs lying round,then be certain that the PMS guys will definitely seek you out.Most of them are simply not worth your time or money.But that’s not to say that sifting through them you might not find the occasional gem.

So really,its all about being aware of the common ways in which the portfolio management services (PMS) provided are made to look way better value than they…

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Financial Planning And Wealth Management

Financial Planning And Wealth Management

Financial planning and wealth management are terms used quite interchangeably by the financial services industry, perhaps because from their point of view,either way. it’s just sales of financial products and services to generate revenue for their businesses.

But as a consumer it makes sense to make a clear distinction between the 2 terms.Personally,l’m of the opinion that the latter can…

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The 8 Rules Of Dividend Investing

The 8 Rules Of Dividend Investing

Dividend investing involves accumulating stocks that issue dividends to generate a steady stream of passive income.

  Rule #1: The Quality Rule

Invest in high quality businesses that have a proven long-term record of stability, growth, and profitability.  There is no reason to own a mediocre business when you can own a high quality business.Rank stocks by dividend history and corporate history…

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Voya Corporate Leaders Trust - The Virtue Of Sloth

Voya Corporate Leaders Trust – The Virtue Of Sloth

Ever wondered what might happen if you just bought some leading stocks,once only ,early in your life,and simply held onto them for a life-time ? Generally practiced sloth? Arousing yourself perhaps only if a company went bankrupt or stopped dividends ?

Then here is a story for you : (more…)

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Here Is How a Personal Loan Can Brighten Your Festive Season

Here Is How a Personal Loan Can Brighten Your Festive Season

Gone are the days when people had to go to moneylenders to borrow at high interest rates. And, the practice of going to a pawnbroker and using jewellery to get some funds is also slowly becoming a thing of the past. People don’t have to worry about unregulated lenders harassing them anymore. This is mainly because of the presence of a number of legitimate financial institutions in the market…

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6 Basic Day Trading Strategies You Can Use

6 Basic Day Trading Strategies You Can Use

Day trading or intraday trading, is speculation in securities by buying and selling financial instruments within the same trading day, such that all positions are closed before the market closes for the trading day.Day trading has been a time honoured way for enterprising individuals to accumulate capital and manage their living expenses while they go about building wealth.For certain personality…

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6 Basic Day Trading Strategies You Can Use

6 Basic Day Trading Strategies You Can Use

Day trading or intraday trading, is speculation in securities by buying and selling financial instruments within the same trading day, such that all positions are closed before the market closes for the trading day.Day trading has been a time honoured way for enterprising individuals to accumulate capital and manage their living expenses while they go about building wealth.For certain personality…

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Ownership, Inheritance, Succession And Control In Family Businesses

Ownership, Inheritance, Succession And Control In Family Businesses

Starting-up and getting a business to stabilize and start paying off, is one sort of challenge.At the time,an entrepreneur might even be glad to have family and relatives  pitch in and give them a helping hand.

Its only a little later that a whole lot of other challenges crop up.People who bear risk ,put their own life and priorities on hold or put in substantial efforts into a business expect…

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The Pros And Cons Of Requiring Children To First Work Outside The Family Business

The Pros And Cons Of Requiring Children To First Work Outside The Family Business

Generally,the term ‘family business‘ evokes plenty of envy,fueled by images of no-account inheritors living it up,even as other meritorious souls in society don’t get a chance to take the easy road to the good life…….of concentration of wealth in the hands of the few,to the detriment of all others.

Under the circumstances,business schools,family-business consultants and the media today,feel the…

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Questions To Ask Before Joining The Family Business

Questions To Ask Before Joining The Family Business

Even as there are plenty of people who effortlessly slide into satisfying roles in the family business and go onto growing it and successfully passing it down yet another generation,there are plenty of people who have regrets.Regrets about joining the family business or regrets about inducting a family member into the family business. In the worst case scenario,family businesses have to be…

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How To Achieve Wealth Goals ?

How To Achieve Wealth Goals ?

Wealth is additive.That is to say,the crores are made of lakhs and the lakhs of thousands.And the systems that produce the thousands and the lakhs are the building blocks of the systems that produce the crores.

So if you would achieve the big wealth goals,remember one simple maxim: Don’t break the chain.

Here’s how Jerry Seinfeld uses the above maxim a wall calendar and a marker:

“For each day…

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Of Feuds And Family Businesses

Of Feuds And Family Businesses

Strong disagreements are inevitable in all human relationships, but families that own businesses are more at risk for serious conflict than ordinary families because the power, status, and money at stake are greater.

There are seven predictable stages of conflict.These stages are largely avoidable, but the owners of family businesses have to be aware of them,and of the ways to extricate…

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Managing Conflicts In A Family Business

Managing Conflicts In A Family Business

For most people, conflict is uncomfortable. That can be especially true in families who’ve watched family conflict tear successful businesses to pieces:.What’s less often recognized is that too little conflict in a family business can have an equally destructive impact. The impact of both too much and too little conflict on both the family and their enterprise are almost identical. In both cases,…

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