mutual fund portfolio

Investing, Mutual Fund Portfolios

Introducing: Mutual Fund Portfolio Corner

October 14, 2021 Leave a comment

I have now been advising HNI clients on investing for three years, on behalf of a bank. Thanks to the …

About Me

APARNA

While I have always been a Bibliophile, this blog signifies for me the fact that you must keep an open mind. Finance and Personal Growth were two areas that I looked at with utter disdain. Finance bored me, and I thought I was too good for Personal Growth. For a long time, “Finance” has been the F-word in my life that I have quietly tiptoed around. Just when I was determined to keep my distance from the world of Finance and Banks, I got an offer to join as a marketing manager at India’s largest private bank. I very nearly gave it up, but then they made me an offer I couldn’t refuse. I joined the bank, started understanding financial products better and finally over the years ended up reading a lot on Personal Finance. One bank later and well in my second bank stint, my quest was still on, and I enrolled in completed the Certified Financial Planning course. While that gave me the numbers for the game, the softer aspects were still missing. The idea of combining the basics of financial planning with the essential money matters of the heart led to the rise of Elementum Money.