top of page


Keeping Emotions Out of Investing
In the fast-paced world of investing, emotions can often be our worst enemy. The decisions we make under the influence of fear, greed, or...
Poonam Shami
Aug 7, 20232 min read
9 views
0 comments


Avoiding Succession Planning? A Costly Gamble for Your Family's Future
Dhirubhai Ambani intentionally did not leave a will behind as he thought that it will make his two sons remain united. The result was...
Poonam Shami
Jul 27, 20233 min read
15 views
0 comments


Why are Emergency Funds critical for Savvy Investors?
As investors, we are constantly seeking ways to grow our wealth and secure our financial future. While the allure of investment...
Poonam Shami
Jul 26, 20233 min read
11 views
0 comments


India's Ascension: Why a $26 Trillion Economy Is on the Horizon
India is the world's fastest-growing major economy and is on track to become the third-largest economy by 2030, surpassing Germany and...
Poonam Shami
Jul 17, 20234 min read
8 views
0 comments


When Will My Investments Double?
Most of us in client-facing roles come across this question quite often. Luckily, we have this very powerful financial tool that helps...
Poonam Shami
Jul 17, 20232 min read
9 views
0 comments


What took to make the first Rs.100 Crore could work against preserving it
When I began my journey in wealth management, I assumed that risk-taking entrepreneurs would prefer high-risk, high-reward investment...
Poonam Shami
Jul 11, 20233 min read
17 views
0 comments


Family Investment Fund (FIF) in GIFT CITY: A New Regime
India is charting a new path as a prominent global financial center through the establishment of its first International Financial...
Poonam Shami
Jul 7, 20233 min read
168 views
0 comments


NRI Status Simplified: Streamlining the Transition for Indians Returning Home
Key Highlights Returning non-resident Indians (NRIs) face significant changes as they transition back to India permanently. The...
Poonam Shami
Jul 6, 20235 min read
62 views
0 comments


What Exactly is Equity Investing?
Are you curious about equity investments and how they work? Let's break it down in simple terms! Equity investments provide a unique...
Poonam Shami
Jul 4, 20232 min read
4 views
0 comments


The Power of Dollar-Cost Averaging in Equity Investing
Successful market timing is a holy grail for investors. Investors want to enter the market at its lowest and exit at its highest. While...
Poonam Shami
Jul 3, 20232 min read
3 views
0 comments


Trading Time for Money?
Tired of trading time for money? Look no further than passive income from equities. While many forms of income require continuous effort...
Poonam Shami
Jun 22, 20232 min read
8 views
0 comments


COMPOUNDING: The Secret to Multiply Your Wealth in Equity Investments
Imagine making your money work for you, growing exponentially over time. It's not a dream, it's the power of compounding! With...
Poonam Shami
Jun 19, 20232 min read
12 views
0 comments


The Power of Penny Pinching: How Small Savings Can Lead to Big Financial Gains
Many people know the art of earning money, but that’s only a very small part of the puzzle. You also need to know how to multiply your...
Poonam Shami
Jan 24, 20232 min read
23 views
0 comments


It's time to Retire the Early Retirement
“Money’s greatest intrinsic value—and this can’t be overstated—is its ability to give you control over your time.” - Morgan Housel The...
Poonam Shami
Dec 14, 20224 min read
33 views
0 comments


Weapon of mass “Wealth” destruction
Bank FDs are financial weapons of wealth destruction that contribute to a slow and steady decline in wealth while upholding the...
Poonam Shami
Dec 7, 20222 min read
17 views
0 comments
bottom of page