‘Investment Trends’ Archive

Lessons from a P.E. Investor – For You and Me.

Video Link -The Citi Fraud?
Background :
Sanjeev Aggarwal, M.D. of Helion Advisors had been a Citi Bank Wealth Management client since 2002. He claims to have been duped to the tune of Rs.33 crores at a principal level [excluding missed opportunity of returns on the investment]. That is a hell of a lot of money [...]

The Science and the Art of Goals Based Investing

2008 crisis has brought ‘Behavioral Finance’ to the fore front in managing wealth in the ‘New Normal’. The traditional finance which relied on the ‘modern portfolio theory’ developed by Nobel Prize winning author, Harry Markowitz have been subjected to severe scrutiny during the long bear markets, when portfolios under performed severely compared to their benchmarks. [...]