Beginner Section
All Posts in this section
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What is CAGR and Why Does It Matter?: Mutual Fund Basics
“Create your financial plan assuming a CAGR of 12% over the long-term” – you might have heard this line at […]
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What is a Mutual Fund NFO aka New Fund Offer: A Non-preachy Guide for Beginners
As a beginner, I believe this will be the only article you will need to understand what an NFO is […]
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Who Should Buy a Term Insurance & How to Calculate the Cover Needed – Do not over-insure yourself
Not everyone needs life insurance or a term plan. There are only two main situation in which you should buy […]
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The Two Behaviors That Can Lose Crores: Lessons from the Lost Billionaires
“How did you go bankrupt?”“Two ways. Gradually, then suddenly.” – Ernest Hemingway, The Sun Also Rises Hello there, Let me […]
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What are shares and where do they come from?
If you were ever asked by someone very new to investing “what is a share?”, you know how it goes […]
Insurance & Protection
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Who Should Buy a Term Insurance & How to Calculate the Cover Needed – Do not over-insure yourself
Not everyone needs life insurance or a term plan. There are only two main situation in which you should buy […]
Investment Products
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What are shares and where do they come from?
If you were ever asked by someone very new to investing “what is a share?”, you know how it goes […]
Investing Maths
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What is CAGR and Why Does It Matter?: Mutual Fund Basics
“Create your financial plan assuming a CAGR of 12% over the long-term” – you might have heard this line at […]
Taxation & Other Things
About Prathamesh
I am an IIM Bangalore alumnus. I was wealth manager for some of the riches HNI-UHNI families in India. Then I decided to venture out on my own to bring that expertise for everyday Indians. I am working to make highest-grade investment advisory accessible to every Indian. IMO the lesser the welath someone has, the more they can benefit from professional guidance. I like to write and talk about everything finace - investing, insurance, debt management, behavioral finance and so on. When I am not writing, I am making educational videos. And when I am not doing that either, I am catching up with the lates comedy or thriller shows and movies.