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Here’s the journey of Tamil Nadu’s first individual registered investment advisor (RIA)
Here’s the journey of Tamil Nadu’s first individual registered investment advisor (RIA)
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Available Episodes

EPISODE 165

Since the covid-19 pandemic hit, there has been a lot of financial uncertainty as traditional investments started tanking. This has led to a spike in investor interest in alternati ... Read more

Since the covid-19 pandemic hit, there has been a lot of financial uncertainty as traditional investments started tanking. This has led to a spike in investor interest in alternative asset classes. But is it a good idea to invest in alternatives?  Read more

EPISODE 164

Debt mutual funds are increasingly adopting the roll down strategy to compete with Bank FDs. We explain what this strategy is and how it works. Read more

Debt mutual funds are increasingly adopting the roll down strategy to compete with Bank FDs. We explain what this strategy is and how it works. Read more

EPISODE 163

The government plans to widen the scope of the statement of financial transactions (SFT). It is an initiative under which institutions report specified transactions to the income t ... Read more

The government plans to widen the scope of the statement of financial transactions (SFT). It is an initiative under which institutions report specified transactions to the income tax department to catch tax evaders. Here’s how it could impact you. Read more

EPISODE 162

CPI inflation reached a high of nearly 7% in July. This means reaping negative real returns for those who invest in fixed income instruments, especially retirees. We explore how in ... Read more

CPI inflation reached a high of nearly 7% in July. This means reaping negative real returns for those who invest in fixed income instruments, especially retirees. We explore how inflation is calculated and how it impacts your money. Read more

EPISODE 161

People at different stages of life have felt the effect of the covid fallout in different ways. While young professionals have had to shelve plans, retirees are worried about their ... Read more

People at different stages of life have felt the effect of the covid fallout in different ways. While young professionals have had to shelve plans, retirees are worried about their corpus running out. We explore what the setbacks have been and how to deal with them. Read more

EPISODE 160

Retail inflation for the month of July surged to 6.93% on a year-on-year basis. The traditional products such as bank FDs on which most of the retirees subsist have turned negative ... Read more

Retail inflation for the month of July surged to 6.93% on a year-on-year basis. The traditional products such as bank FDs on which most of the retirees subsist have turned negative. We tell you how the retirees should invest to generate inflation-beating returns. Tune in and find out. Read more

EPISODE 159

We don’t like to talk about making wills given social taboos, but it is an essential step to secure your loved ones. We tell you how to do your estate planning so that your assets ... Read more

We don’t like to talk about making wills given social taboos, but it is an essential step to secure your loved ones. We tell you how to do your estate planning so that your assets are distributed according to your wishes after your passing. Read more

EPISODE 158

An insurance policy lapses when you stop paying the premiums on the due date and during the 30 days of grace period. Depending on the nature of the policy, it could either lapse au ... Read more

An insurance policy lapses when you stop paying the premiums on the due date and during the 30 days of grace period. Depending on the nature of the policy, it could either lapse automatically or allow a window for revival. Insurers launch revival campaigns from time to time and also allow a window of two years to revive the polices. We tell you how to go about it Read more

EPISODE 157

Transferring money in and out of India has a lot of costs such as forex spreads and commissions. Mint explains how you can reduce some of these costs. Read more

Transferring money in and out of India has a lot of costs such as forex spreads and commissions. Mint explains how you can reduce some of these costs. Read more

EPISODE 156

Zero balance account doesn’t ask you to maintain a minimum amount but mind the trade-off. With the government's waiver on banks charging a penalty for the non-maintenance of minimu ... Read more

Zero balance account doesn’t ask you to maintain a minimum amount but mind the trade-off. With the government's waiver on banks charging a penalty for the non-maintenance of minimum balance having ended in June, many of us might end up paying for letting our account balance dip. We tell you what a zero-balance account is and how it can save you from penalties. Read more

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