Portfolio Doctor

Updated : May 12, 2010

Investing with the herd

The Neverights must read our cover story on investor psychology and how certain behavioural traits and attitudes towards money can be financially ruinous.

Updated : Apr 9, 2010

Balancing risk & reward

On paper, every investor knows that the four main investment vehicles that comprise his portfolio are equities, gold and cash, bonds and real estate.

Updated : Mar 22, 2010

Finding the perfect cover

Buying a life insurance policy to save income tax defeats the purpose of such a policy and leads one to make a suboptimal choice.

Updated : Jan 12, 2010

Juggling money for a large family

Regular readers might be taken aback at this new avatar of one of the most popular sections of the magazine. New readers might wonder about all the fuss. In the interest of full disclosure, let us try and explain what it's all about.

Updated : Dec 11, 2009

Not enough salt

Though Kochi-based Pranay Singh has the right mix of equity and debt, his choice of financial products needs to be drastically upgraded to achieve the targeted returns.

Updated : Dec 3, 2009

Right ingredients, wrong recipe

Two successful entrepreneurs have the traits required of good investors: aggression and patience. But faulty strategies have been their undoing.

Updated : Nov 17, 2009

Hitting sixes in slog overs

By taking risk in their pre-retirement years, our three patients have turned conventional financial wisdom on its head. Surprisingly, it works for them.

Updated : Sep 25, 2009

Discreet beginnings

In a revamped format, Portfolio Doctor will examine more patients in every issue.We start with three who like to play safe — even though they shouldn’t.

Updated : Jul 31, 2009

Problem of plenty

Pune-based Talwalkars have invested in so many products that it is impossible for them to manage their finances or plan accurately.

Updated : Jun 18, 2009

Ready for take-off

Bengaluru-based Lokesh Rao doesn’t have a portfolio, but he can still meet his goals if he learns to increase his surplus and invest in equity mutual funds regularly.

Updated : Jun 1, 2009

Right track, wrong goals

Vadodara-based Hitesh Desai has invested in the correct instruments, but he must downsize his goals and increase the investible surplus to consolidate his gains.

Updated : May 21, 2009

Buoyed by chance

Bengaluru-based Vijay Shukla has profited from advice, but must improve his financial acumen to sustain the good run.

Updated : May 1, 2009

A structured approach

Delhi-based Arvind Sharma has built a good foundation for his portfolio. Now, he must maximise the returns from his income.

Updated : Apr 17, 2009

Rudderless in high seas

Thane-based Sanjeev Bhadane is banking on too many wrong instruments to achieve his goals. He needs to reorganise his portfolio and make fresh investments in equities.

Updated : Apr 4, 2009

On the brink of revival

Lack of financial expertise has proved expensive for Surat-based Roy as his corpus is meagre and his goals are approaching fast. The only way out is to invest — a lot.

Updated : Mar 19, 2009

Fruits of perseverance

Kolkata-based Das is reaping the benefits of disciplined investment. Now, he must rein in the urge to play with stocks and continue to invest regularly to beat inflation.

Updated : Mar 10, 2009

Ignoring the details

Vadodara-based Patels are following the correct investment approach, but must refine their choice of financial instruments.

Updated : Feb 25, 2009

Too little, too wrong

Chennai-based Nachiappans have missed the crucial years of investing and must go full throttle on equities to make up for the loss.

Updated : Feb 6, 2009

Undone by excesses

Pune-based Shailesh Phule must bring order to his finances and reassess the balance between risk and returns as per his profile, says Kamya Jaiswal.

Updated : Jan 22, 2009

A bundle of contradictions

Delhi-based Saha has taken the initiative to maximise the returns from his income, but his over-confidence in stock-picking threatens to nullify this advantage.

Updated : Jan 10, 2009

Frittering away potential

Pune-based Dhembares have the resources to build a large portfolio, but they must not be complacent and should take calculated risks to accelerate wealth creation.