March 7, 2014 While Financial Awareness and Financial Inclusion is a hotly debated topic nowadays in India, Awareness means different things to different people. There are different levels of financial awareness that one finds among Indian Investors. Some of the (over-lapping) categories of Investors based on awareness, that we have found in our experience : … Continue reading Financial Awareness – miles to go…

Aug 30, 2012 Let me dazzle you a bit with some stats on the Rich and Famous (largely) across the world. The below comes largely from Cap Gemini’s World Wealth Report of 2012, with stats as of end 2011. High net worth individuals (HNWIs) here are defined as families with >1mn$ of net-worth excluding primary … Continue reading Status of Wealth (and the Wealthy) in the world

July 30, 2012 Wealth is accumulated regular savings plus returns on these savings if invested well. Regular Savings in turn comes from excess of your monthly income over expenses. Income could be your salary or profit from your business. When you start your career / business, in the initial few years, each year, the annual … Continue reading How fast should your wealth grow ?…and why ?

June 23, 2012 So, there’s a survey that Visa International did recently across 28 countries, gauging the level of financial awareness amongst people in each country. They seem to have interviewed almost 1000 families in each country, a good sample size, and hence the results need to be taken seriously. They asked 5 questions from … Continue reading Financial Awareness – miles to go…

May 1, 2012 This article gives a perspective of the wealth of Indian individuals  - this excludes by definition, institutional wealth. First of all, what is this animal – “wealth” that we all have been talking about recently ? Accumulated savings is wealth. Every person has some wealth – some more, some less. Wealth is … Continue reading Wealth in India : a quick slice-n-dice