SIMPLUS FINANCIAL CONSULTANCY PVT LTD
My blogs
Blogs I follow
| Industry | Consulting |
|---|---|
| Occupation | Financial Services & Education |
| Location | Bangalore, Karnataka, India |
| Introduction | Simplus is derived from the word Simple or Simplicity. At Simplus, we guide you to keep your financial lives simple so that you as an Investor would understand Why/Where/When/How to Invest? We believe, ‘An Educated Investor is a Successful Investor’ and thus we not only guide you in each and every step of your financial life but also educate you. This helps you have power over your own financial matters and be independent. The services SIMPLUS will be offering are: Financial Planning & Wealth Management - Emergency, Retirement, Debt Management, Risk Management, Investment, Tax, Specific Goal’s, Estate and Trusteeship Planning Workshops and education programmes on Personal financial Planning Portfolio Management – Direct Equity Insurance –Medical, Life (only pure term), critical illness, personal accident, property insurance, etc Mutual Funds Advice on PPF, Post-office schemes, Bank deposits, and all other kind of investment avenues. |
| Favorite books | Burton G Malkiel: 1. The Random Walk Guide to Investing: Ten Rules for Financial Success, (2003, publishers: W W Norton & Company), 2. A Random Walk down Wall Street, 10th revised edition, 2011, (Publishers: W W Norton & Company), 3. The Elements of Investing (co-authored by Burton G Malkiel & Charles D Ellis). First published in December 2009 (Publishers: John Wiley & Sons, Inc.) Charles D Ellis: 1. Winning the Loser’s Game, 5th edition, October 2009, (Publishers: McGraw-Hill). Dr William J Bernstein: 1. The Intelligent Asset Allocator (Publishers: McGraw Hill) 2. The Four Pillars of Investing (Publishers: McGraw Hill) 3. The Investor’s Manifesto: Preparing for Prosperity, Armageddon, and Everything in Between (First published 2010. Publishers: John Wiley & Sons, Inc.) Benjamin Graham: 1. The Intelligent Investor, 2003 revised edition, with commentary by Jason Zweig and an introduction by Warren E Buffett (Publishers: Harper Collins) John C Bogle: 1. Common Sense on Mutual Funds, 2010 edition. (Publishers: John Wiley & Sons, Inc.) Thomas J Stanley & William D Danko 1. The Millionaire Next Door: The Surprising Secrets of America’s Wealthy (Publishers: Pocket Books, a division of Simon & Schuster, Inc.) Websites: 1. www.berkshirehathaway.com - for the investment philosophy of Warren Edward Buffett, mainly contained in his annual letters to shareholders. 2. www.travismorien.com - Choose the “Investment FAQ” section Indian authors: 1. In the Wonderland of Investment, 30th edition, by A N Shanbhag & Sandeep Shanbhag. (Publishers: Popular Prakashan, Bombay) 2. In the Wonderland of Investment for NRIs, 12th edition, by A N Shanbhag & Sandeep Shanbhag, (Publishers: Popular Prakashan, Bombay) 3. Tax Payer to Tax Saver, 18th edition by A N Shanbhag & Sandeep Shanbhag. (Publishers: Vision Books, Delhi) |