Trapped in bureaucracy: The ordeal of recovering unclaimed shares in India

Trapped in bureaucracy: The ordeal of recovering unclaimed shares in India

“Document preparation aside, the way companies and IEPF take all the time in the world with their archaic process and speed post communication is disturbing. My 83-year-old mother had to sign on hundreds of physical documents,” says Ghaziabad-based Awasthy, who is still waiting for the transfer of a few remaining dividends, with only a couple … Read more

Dear ‘mature’ retail investor, you are the profit opportunity for others

Dear ‘mature’ retail investor, you are the profit opportunity for others

Its been 30 years since I have been tracking the stock markets. And during this period, perhaps there have been about four instances when the retail investor has been labelled as ‘mature’. It happened during the telecom-media-tech boom of the late 1990s. The retail investor was apparently mature enough to understand that the world had … Read more

Investment mantra: How much should you allocate to small-cap funds?

Investment mantra: How much should you allocate to small-cap funds?

Recently I was talking to my uncle who is in his late forties. And as always happens with me (being in the financial advisory space), the topic of investments came up. He said that his investments had done phenomenally well over the last few years. On enquiring further, I came to know that his mutual … Read more

How to be a value investor when market is at peak

Is it possible to get good returns from a market that is at an all-time high? I am often asked this question and my reply is always in the affirmative. There are money-making opportunities even when the Nifty is at 22,000 and the Sensex at 74,000. But, you have to be selective and very patient. … Read more