When it comes to managing finances, the terms “wealth management” and “financial planning” are often used interchangeably. However, they are not the same thing, and… Read More »Wealth Management vs. Financial Planning
We usually do not recommend any specific sector because we believe in a well-diversified portfolio across industries. It is also difficult to predict which sector… Read More »What Sectors look promising to invest as of Dec 2022
Here is a summary of a few discussions we recently had on various topics and sectors of Indian markets – End Nov 2022. As SEBI… Read More »Wealth Management, Investment Advisory & Portfolio Management Update on Insurance, Fertilisers, Energy & PSUs | Indian Markets – End Nov 2022
The markets are in a nervous state of anticipation. While the index has somewhat come back to where it was about a year ago, many… Read More »Wealth Management, Investment Advisory & Portfolio Management Update: State of the Markets and Economy – Mid November 2022
The Indian markets – October 2022 are currently experiencing highs, but there are still some concerns that are troubling investors. One of the main concerns… Read More »Wealth Management, Investment Advisory & Portfolio Management: Thoughts on Indian Markets – October 2022
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Mr. Ravi S Rao, Managing Director & Member, Board of Directors
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Mr. Suman Sasmal, Ambassador, Coach, Consultant OpenExO
