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Dear Raj, It’s Not Gambling—It’s Ownership
Raj Khanna is a successful business owner.He's built something meaningful over years of effort, risk, and determination.So when he told my colleague, “I'm happy to invest as long ....
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June 24, 2025 | 6 Minute Read
Personal Finance
The Wisdom of “I Don’t Know”
Socrates was asked, “What basis is wisdom built on?”His answer was simple: "I know that I don’t know."Let that settle in for a moment.Now, look around.Everywhere you turn, so ....
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June 3, 2025 | 5 Minute Read
Personal Finance
The Word Salads On Offer
A global bank’s head of wealth recently said, “We remain cautious in terms of where to deploy incremental risk assets. Our message has not been to liquidate your portfolio and ....
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May 13, 2025 | 6 Minute Read
Personal Finance
What Are You Really Investing For?
A few weeks ago, I met Aakash, a client of one of the firms we had recently acquired at Happyness Factory.He was a sharp, articulate gentleman. A professor of business analytics. S ....
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April 29, 2025 | 6 Minute Read
Personal Finance
“If I Don’t Do It, Someone Else Will.”
“If I don’t do it, someone else will.”“The client wants it.”These are two of the most common excuses I hear from financial professionals.And honestly, they’re dangerous ....
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April 22, 2025 | 5 Minute Read
Personal Finance
The Sensex In 2050?
I asked Rahul, a seasoned entrepreneur, where he thought the Sensex would be in 2050. He paused, thought for a while, and said, "I don’t know… maybe 250,000 or 300,000."Then I ....
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February 11, 2025 | 5 Minute Read
Personal Finance
Owning a Nation’s Future
The US has been the world’s largest economy for more than 100 years, and will maintain its lead, in 2025 with a GDP of $30.3 trillion. China also holds its 2nd po ....
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January 21, 2025 | 5 Minute Read
Personal Finance
Reframing the Language of Investing
Words matter.The way we describe things shapes how we think about them. For investors, this is especially true. The language we use can either clarify or confuse. It can inspire co ....
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December 31, 2024 | 5 Minute Read
Personal Finance
The Myth of Relative vs. Absolute Returns
“Your portfolio is very good, but these are relative return strategies,” said Priya, a wealth manager, to Tarun, a senior chartered accountant. “You need an absolute return s ....
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November 26, 2024 | 5 Minute Read
Personal Finance
BUY and BUILD
Dear Investor,I want to introduce you to a strategy that might seem simple, but it’s one of the most powerful ways to build wealth over time. It’s not about trying to time the ....
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November 19, 2024 | 5 Minute Read