Smart ways to invest and attain early financial freedom

Here is a real life case – the name has been changed though. My presentation for this session can be downloaded from http://www.slideshare.net/sgrajasekharan/wealth-management-session-2Rashmi had finished her MBA in 2008  – lived in Bangalore with her friends –– was employed in a mid tier IT services firm – had a saving of about 20 K per month. She had come to me for advice regarding investments - this was in Aug 2009. She had looked at options like recurring deposits, fixed deposits, and post office schemes. She knew investment in equity was a high risk / high returns option - was not sure where to start. Pos
Hello students - This week onwards, for the next ten weeks, we will explore the various facets of wealth management - remember that Wealth management is for managing your own wealth - aimed at making you financially independent - where one does not need to work to maintain your lifestyle - as we go through the classes every week, my blog also will follow with one update every week. My plan to cover Wealth management in the next ten sessions is as follows: Session 1 - Overview of financial planning and Wealth management Session 2 and 3 - Equity, Debt and Mutual funds Session 4 -Insurance, Derivatives and Bullion Session 5 -Real Estate, Private Equity and Venture capital Session 6 -Macro Economics Session 7 -Tax planning, Retirement planning and Estate planning Session 8 - Wealth management industry in India Session 9 and Session 10 - executive interaction and Wrap up The first session aims at making you realize that each of us, irrespective of our backgroun