Can a professor, lawyer or doctor give investment advice? Sebi has a plan

Can a professor, lawyer or doctor give investment advice? Sebi has a plan

M. Pattabiraman, a physics professor at IIT Madras, teaches complex theories to eager students. Beyond the classroom, he’s also a well-known personal finance figure, with nine of his financial calculators featured on the Securities and Exchange Board of India’s (Sebi) investor education site. Also meet Vijay Malik, a doctor who practised for five years but … Read more

How covid-19 losses prompted a plant manager to revisit his financial strategy

How covid-19 losses prompted a plant manager to revisit his financial strategy

Known for his aggressive investments directly in stocks and small- and mid-cap mutual funds, Kumar is now seeking a more balanced and goal-oriented portfolio. “During the pandemic, my stock portfolio took a significant hit, and some of the stocks never fully recovered. I don’t want to face such a situation again as I work towards … Read more

How choosing a registered investment adviser helped this family manage its finances

How choosing a registered investment adviser helped this family manage its finances

Choosing the right financial adviser is pivotal in managing one’s finances effectively. And Mumbai resident Balpreet Singh decided early on that he would need the help of an adviser. He then sought the services of Abhishek Kumar, a fee-only Sebi registered investment adviser (RIA) based in Bangalore. Kumar analyses Singh risk appetite and tailored a … Read more