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…

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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…

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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…

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CAGR vs XIRR: Understanding Annualized Return

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….

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Video: R. Balakrishnan on "investing for keeps: in equities I trust"

Those who attended the second Chennai investor workshop had the privilege to listen to R. Balakrishnan – Crisil co-founder; former head of equity research at DSP Merrill Lynch, former executive VP of Edelweiss, Money Life columnist and blogger (to name a few!) He spoke about “investing for keeps: in equities I trust”. The video was shot by my friend,…

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Money Kraft videos on Mutual Fund Taxation

Dr. Uma Shashikant speaks about lesser known aspects of mutual fund taxation. Money Kraft is an educational initiative of Centre for Investment Education and Learning Pvt Ltd (CIEL) . Money Kraft aims to empower investors and intermediaries to make better personal finance decisions. The objective is to provide unbiased, simple, conceptually correct, practical and useful…

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Chennai Investor Workshop Videos – Afternoon Session

Here are the videos from the afternoon session of the Chennai investor education workshop held on 1st Nov. 2014. Stress Busters by Vasudevan Parthasarathy – Part 1  https://www.youtube.com/watch?v=sRwAQy1gEkoVideo can’t be loaded because JavaScript is disabled: Stress Busters by Vasudevan Parthasarathy – Part 1 (https://www.youtube.com/watch?v=sRwAQy1gEko) Stress Busters by Vasudevan Parthasarathy – Part 2 https://www.youtube.com/watch?v=mj6Bq6IC88UVideo can’t be…

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Chennai Investor Workshop Videos – Forenoon Session

Here are the videos from the forenoon session of the Chennai investor education workshop held on 1st Nov. 2014. Welcome Address by Srinivasan Sundaraman, MoneyKare  https://www.youtube.com/watch?v=FJ-VQqtoJSYVideo can’t be loaded because JavaScript is disabled: Welcome Address by Srinivasan Sundaraman, MoneyKare (https://www.youtube.com/watch?v=FJ-VQqtoJSY) Key Note Address: Sunil Subramanium, Deputy CEO, Sundaram Mutual https://www.youtube.com/watch?v=EV7_e8EHKPUVideo can’t be loaded because JavaScript…

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