Investment Planning | Enrichwise

May 10, 2020 Financial Planning, Investment Planning Kapil Jain

What should Smart Investors do tide over this COVID crisis ? (Stocks/ MF/ Banks/Home Loans)

What should investors be thinking in the current crisis Here are some of my thoughts on this… These are Winds of Change .. Some people will build walls while others build windmills. You cannot change the direction of the wind. But you can adjust your sails. So stay alert , stay calm, stay focused and […]

December 16, 2015 Investment Planning, Stocks, Mutual Funds, Etf's etc admin

How to avoid investing in MisManaged Companies – Understand Balance Sheet

Most investors keep looking for the magic investing mantra which can keep compounding returns. Many burn their fingers by getting into wrong companies. The first step of successful investing and to avoid investing in MisManaged Companies is to Understand Balance Sheet of a company. A balance sheet, also known as a “statement of financial position,” reveals a […]

November 20, 2015 Financial Planning admin

Resolve to Achieve Financial Freedom in your life!!!!!

Martin Seligman author of ‘Authentic Happiness’ and research psychologist has said that there are three parts to happiness : Pleasures, Engagement and Meaning. Pleasure is the feel good part, the short term happiness of material possessions in life. Engagement refers to good life involving work, friends, family and hobbies. Meaning is using our time and […]

December 20, 2012 Investment Planning admin

Start saving for retirement as early as possible

. Chains of HABIT are too light to be felt …. until …… they are too heavy to be broken ~Warren Buffet Saving and investing for a prosperous retirement is a basic financial hygiene habit, which if postponed to a later date, can have disastrous and painful financial implications… Take a look.. Numbers don’t lie… X, […]

October 30, 2012 Investment Planning admin

Returns from various asset classes for the period 1979-2012

. . Returns from various asset classes for the period 1979-2012 Investment Returns in %(average annual) Rs 10,000 invested in 1979 becomes in 2012 Bank deposit 8 1,36,902 Gold 8.7 1,75,000 PPF 9 1,87,285 Stocks (BSE sensex stocks) 16.5 18,50,000+ Tax free Dividends (@ Sensex Level 18500) Over Long terms, Equities have outperformed, the other asset […]

October 12, 2012 Investment Planning, Stocks, Mutual Funds, Etf's etc admin

Measures of Risk ~ Equity & Debt

. Investors generally focus on the returns of any asset. They largely ignore the risk factors and most importantly are ignorant of the measures of risk. And so, the real Risk comes from not knowing what they are doing ~ Warren Buffett This post talks about the measures of risks in equities & debt. The awareness […]

August 27, 2012 Investment Planning admin

Investing process and costly mistakes to avoid

Just yesterday, I was having a discussion with a friend who was keen on knowing about the markets and where they are heading. He is interested in investing for long term. Instead of providing an answer ( Well!!! I myself do not know, nor does anyone else know where are the markets headed…. Anyone who […]

August 9, 2012 Stocks, Mutual Funds, Etf's etc admin

Mutual Fun Investments: SEBI relaxes KYC norms

In January 01, 2011 Know Your Customer (KYC) had become mandatory for all investments irrespective of the size of the investments. Capital market regulator SEBI has decided to exempt the requirement of permanent account number (PAN) for investments up to Rs 50,000 in each AMC. The rule is applicable with immediate effect (Aug 09 2012) […]

May 26, 2012 Investment Planning, Quotes admin

Warren Buffett Tips for Investors.. Worth a read..

Here are 5 valuable tips for investing from Warren Buffett – The Master of Value Investing. 1. “Look at stocks as parts of business. Ask yourself, ‘How would I feel if the Stock Exchange was closing tomorrow for the next three years?’ If I am happy owning the stock under that circumstance, I am […]

September 9, 2010 Investment Planning, Market Update, Stocks, Mutual Funds, Etf's etc admin

Reliance – 2nd among world's largest value creators

There is a report in Business Standard which mentions many Indian Companies amongst the world’s largest value creators in this decade. The report is here : Mukesh Ambani-led Reliance Industries has been ranked second in the list of world’s 10 biggest ‘sustainable value creators’, companies that have been successful in creating the most shareholder value […]

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