How to Evaluate Investment Options

With increasing information availability, the task to evaluate investment options is becoming challenging. In this post, I am noting the key principles I follow while shortlisting an investment option to suit life needs.

Should I Invest in Real Estate Investment Trusts – REITS

2019 introduced a flashy new investment option for Indian investors – Real Estate Investment Trusts or REITs. The first entrant into this space was Embassy Office Parks in April 2019, followed by Mindspace in July 2020 and Brookfields in Feb 2021. The blog post details around REITs and available options.

Why Aren’t Stock Markets Crashing ?

Despite of rising COVID cases, Stock markets are showing no signs of correction. Is there a disconnect between the ground reality and stock valuations ? Read this post which explains some fundamental reasons behind the earlier fall and current uptrend.

Income Tax Filing Do’s and Don’ts

There could be hundreds of Do’s & Don’ts when it comes to tax computations and filings – thanks to the complexity and scale of the Income Tax Act. This post notes down few key points which I frequently come across while filing the tax returns for my clients and can be easily avoided by early diligence & review.

Warren Buffett – Annual Shareholder Letter 2021 Summary

Each year, investors from all over the world keenly look out for the annual shareholder letter from the desk of Warren Buffett. 2021 letter is no different and shares gems of financial management. This post contains some selected extracts.

Game stop – Lessons From A Very Costly Game

Gamestop share price frenzy attracted a lot of attention with its sharp up & down movement of prices. Countless individuals lost their life savings. This post aims to highlight a few lessons from the saga and how could such events be avoided in future.

Motilal Oswal 25th Wealth Creation Study

Each year Mr. Raamdeo Agrawal conducts multi-month study targeting different themes and presents it to the investor community. This year’s theme was coming up with a set of 25 questions which investors could use to identify good Companies using a bottom of research. This blog post covers the presentation for 2020 and has been compiled from our twitter handle @banyanfa where we tweet frequently on personal finance topics.

A Special Diwali And Hope For Normalcy

We wish you and your loved ones a very Happy and Prosperous Diwali.

2020 has been a roller coaster ride for the entire world. This post summarises what we went through and a wish for a normalised Diwali in 2021. Lets get our 3Fs in order – Fitness, Family and Finances.

How to become a Millionaire ?

Money creates money and compounding magic adds to the wealth creation of a person. However, the first step is to have a decent corpus and is the biggest hurdle. This post discusses how to overcome this hurdle to kick start your journey of becoming a millionaire.