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Case Study: When experts err!
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personalfn.com
While retail investors can be excused for making inappropriate investment decisions, one would certainly expect experts to do a better job.
Case Study: Too many funds spoil it
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personalfn.com
In our interaction with clients, we have noticed two things - an inexplicable draw towards NFOs (new fund offers) and the need to populate the portfolio with as many mutual fund schemes as possible. In our view, both these are fallacies that could prove fatal to the investor's long-term financial health. Everything that glitters is not gold and there isn't always safety in numbers.
Case Study: Relocating back to India
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personalfn.com
Increasingly at Personalfn we are meeting Indians living abroad who are relocating to India. Usually such individuals have a significant portion of their assets in the foreign country; investments in India are usually linked to inheritance or savings made before shifting abroad. The task we are entrusted with is to help such individuals plan their finances. Here's how we assisted one such family.
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