Priya and Rohan, a young couple residing in Bandra, Mumbai, recently approached their financial adviser, Ms. Sharma. Priya, a tech lead, and Rohan, a marketing manager, earn well but face the perennial Indian dilemma:...
Imagine Ms. Kavita Sharma, a seasoned Investment Adviser in Mumbai, conducting a quarterly portfolio review with her client, Mr. Rajesh Gupta. The Nifty Midcap index has seen a sharp, albeit temporary, correction...
Imagine Ms. Priya Sharma, a seasoned investment adviser in Mumbai, facing a common dilemma. Her client, Mr. Rao, recently attended a gathering where friends boasted about phenomenal returns from specific mid-cap stocks...