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Wealth Letter May 2022: Roadblocks on the journey

This is an excerpt from the May 2022 letter to Capitalmind PMS ...
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We accept the reality that’s presented to us

I’ve just finished watching Inventing Anna. It’s a wicked ride embellished by fancy names and false appearances. In that strange world, where people try ...
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Jan 2022: The game of luck is also a game of skill

This is an excerpt from the Jan 2022 letter to Capitalmind PMS ...
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Wealth Letter Dec 2021: The right time to invest is when you’re sleeping

  Is it the right time to invest? We get this question all the time, but there’s no universal answer. If you have money that you must invest, you’re only ...
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Wealth Letter July 2021: Following the Disruption

India has a strange set of rules for movies. When someone is smoking on the screen, the movie must show a line that says smoking is injurious to health. ...
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Wealth Letter May 2021: Clutching at Straws in the Second Wave

The Covid has changed a lot of things. You can actually see how much it has changed by a few graphs that I’ll now proceed to show. But let’s look at it as ...
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Wealth Letter April 2021: Sleeping and Staying Awake

I was going through some really old papers, all the way back to 1977, in an effort to finally clear out a box of papers that we had kept since my father passed ...
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Wealth Letter March 2021: The Month of Crazy

The Indian budget revealed one big thing: the government is going to borrow a lot more money. From a 7 lakh crore of planned borrowing last year, we’ll see ...
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How taxation works for AIF and PMS investors

AIF (Alternate Investment Funds) and PMS (Portfolio Management Services) are two investment options available to HNIs where the funds are managed by a third ...
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Wealth Letter Nov 2020: TINA. Where else can you go?

The alternative to stocks is…stocks.  There is no alternative (TINA) is the mantra. No alternative to stock markets, at least abroad. Because they’ve ...
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