Wealth Creation for Generations

YOU OWN DIFFERENT ASSET CLASSES FROM THE TRADITIONAL CASH, DEBT, EQUITY, GOLD, REALTY TO THE MODERN PRODUCTS LIKE MUTUAL FUNDS, ETFs AND DERIVATIVES AND STRUCTURED PRODUCTS. INSURANCE YOU OWN FOR PROTECTION. AN ATTEMPT IS MADE TO PIECE TOGETHER EVERYTHING AT A PLACE.

Start Early, Proceed Systematically, Look Long Term

Let Your Money Work For You

Let Your Money Work For You

All You Wanted to know about money

Sunday, May 11, 2025

Test your knowledge on MFs

This link has 10 simple questions on Mutual Funds

Try. it is fun

https://docs.google.com/forms/d/e/1FAIpQLSc0eqKa-aiTCNKxbOX8R1i4TWYHUEfN9MRDbl0D3FmhdWPjFQ/viewform?usp=sharing

Posted by solutionsxgen at 9:46 AM No comments:

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Get more clarity on WEALTH MANAGEMENT & PERSONAL FINANCIAL PLANNING

This blog is dedicated primarily to Wealth Management and deals mainly on Ways & Means to handle Asset Procurement planning, Life Needs planning, ProtectionPlanning, RetirementPlanning, Estate Palnning etc using diverse Product classess like Mutual Funds, Gold, Real Estate etc..The author can be contacted for developing your Wealth Management Plan being a Teaching faculty in this Domain Area with industry exposure.

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About Me

solutionsxgen: Formerly Faculty for Finance & Associate Dean, IBS-Kochi MBA (Banking & Finance – CUSAT);CFA. Accredited Management Teacher from CME of AIMA, Delhi has been in Management Education from 1988. Exposure is in the field of Mutual Funds, Market Research, Project Report preparation & evaluation, Advertising & NGO Activities. This Chief Manager, UTI Asset Management Co Pvt. Ltd(1992-2003), Mumbai. Undergone training in Case Study method of teaching under Mr. Trevor Williams and Mr. Scott M Andrews conducted by the ECCH, UK . Published Books & Book Review, Series of academic articles and maintains a column on MFs under "Fund scan" in Business Manorama since January 2007,Contributes "Portfolio Doctor" column for 'Sampadyam' a wealth mgt publication in Malayalam from manorama group since February 2007, Listed her case studies at asiacase.com.Presented papers in national & international conferences on Mutual Funds. Faculty Member @ ASIET, Kalady from 2010 to June 2019. Dean @ SNGIST, N Paravur, Ernakulam from Sep 2019 -Jan 2021, I continue my efforts to spread the knowledge in area of Finance and contribute to Management Education

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Wealth Creation for Generations

YOU OWN DIFFERENT ASSET CLASSES FROM THE TRADITIONAL CASH, DEBT, EQUITY, GOLD, REALTY TO THE MODERN PRODUCTS LIKE MUTUAL FUNDS, ETFs AND DERIVATIVES AND STRUCTURED PRODUCTS. INSURANCE YOU OWN FOR PROTECTION. AN ATTEMPT IS MADE TO PIECE TOGETHER EVERYTHING AT A PLACE.

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