Category: Personal Finance

Mutual FundsPersonal FinanceStocks

Equity Market Dynamics

Friends,             Apologies for the long silence (excluding the folks for whom it might have been a bliss) – Some investors even asked me if I had stopped writing Blogs. Income Tax Filing and GST Registration took a toll on my time – Need some excuse, right? I have realized that starting a new habit like walking, running, swimming, meditation is easy. But, sustaining it for a long period of time is extremely difficult. I...
TITBITS

SWP Campaign by a Leading Asset Management Company – 101

Friends,                I am not sure how many of you have seen the Systematic Withdrawal Campaign (SWP) by a leading Fund House (AMC). The advertisement (ad) has been published in several Newspapers and Magazines (Not sure about TV) Today, one of our clients, who is close to his retirement, sent me a note and asked for my opinion on the ad. Initially when I had seen the ad, couple of days ago, the text ‘SWP’...
GeneralPersonal Finance

PenguWIN’s 3rd Anniversary

Dear Friends, Today, 4th July 2017, PenguWIN steps into 4th year of successful operations. It has been an exciting journey so far with ups and some downs. Our humble and sincere thanks to all our clients, well-wishers and partners for imposing faith and supporting us. There have been many instances where some of our existing clients have referred their friends/colleagues/relatives to benefit from our services and follow up with them on a regular basis, until they...