by Ravi Saraogi | Sep 9, 2024 | Finance
(This article was published in Mint Money and can be accessed from the link below) https://special-initiatives.livemint.com/MUTUAL-FUNDS-Demystified We are all alpha seekers, continuously on the lookout for funds that have outperformed benchmarks and peers. Given...
by Ravi Saraogi | May 30, 2024 | Finance
Calculating a retirement corpus on the basis of average returns can have disastrous consequences as different sequence of returns can lead to different outcomes It’s 1996, and after a long and fulfilling career, Shalini is looking forward to her retirement in a couple...
by Samasthiti Advisors | May 22, 2024 | Finance
By Rajan Raju, Ravi Saraogi A retirement plan spans decades, starting with an accumulating stage and ending with a distribution phase. And the journey isn’t smooth. The SWR methodology may help navigate the unforeseen twists and turns. Retirement planning is a...
by Ravi Saraogi | May 4, 2024 | Finance
Occasionally, clients send us details of portfolio management services (PMS) product offerings for our feedback. Our general view is that all PMS offerings are guilty unless proved innocent. This is because it’s difficult to decipher their investment strategy and...
by Ravi Saraogi | May 2, 2024 | Finance
I am delighted to share my video podcast with Zerodha Varsity on my co-authored research on retirement planning for India. Our research highlights the glaring deficiency in the way typical retirement plans are made and presents an alternative method to design...
by Samasthiti Advisors | Apr 9, 2024 | Finance
Our advanced Retirement Calculator can help you understand why it’s important to factor market volatility in your retirement planning To construct a retirement plan, various assumptions need to be made. This includes assumptions for equity returns, debt returns...
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