Category: Videos

Why term insurance is not enough + Which equity mutual fund to choose first + How to define a financial goal

This weekend, we discuss three important questions: (1) Why term life insurance alone will not protect your family (2)  A beginner question: Which equity mutual fund should I choose first? (3) How to define a financial goal – part one. If you have not heard my Paisa Vaisa podcast, go give it a listen. This […]

My talk about “Risk!” at the 6th Bangalore DIY Investor Workshop

At the recently concluded 6th Bangalore DIY Investor Workshop, I talked about various aspects of risk in personal finance. The video and slide deck are published in this post. Last week, Ashal’s forenoon session on Life, Health, Accident, Critical Illness Insurance: All You Need to Know! was published. For this investor meet, I chose to focus on […]

Life, Health, Accident, Critical Illness Insurance: All You Need to Know!

Here is a discussion on various types of insurance cover, like term insurance, health insurance, accident insurance and critical illness discussion. This is the video of Ashal’s forenoon talk at the 6th Bangalore Investing Workshop. For the first 1.5 hours of the workshop, the audience kept asking questions to Ashal about the above-mentioned insurance cover. The […]

Understanding Annualized Return: CAGR and XIRR

Here is a 7-minute video that discusses the differences and similarities between the two types of annualized returns: the Compound Annual Growth Rate (CAGR) and the extended internal rate of return (XIRR). An annualized return treats an investment in a volatile instrument (gold, stocks, debt funds) as one that compounds and calculates an average year-upon-year return. […]

Second Chennai investor workshop videos

Here are the videos of the second Chennai investor workshop which was held on June 14th 2015.   (1) Anand Balakrishnan,  Certified Personal Financial Adviser, IT Professional and blogger (who campaigned for direct mutual fund plans months before they were introduced), spoke on aspects of behavioural finance.   (2) Then I spoke on goal-based investing. The second […]