Archive for May 11, 2013

The Sensex has reached 20,000 now what?

Don’t we all just love Carl Richards !!

As an expert in the field of Financial Planning, Carl has done a huge favor to the entire investor fraternity by simplifying a knotty (yet crucial) subject: Behavioral Finance and turned it into powerful, simple to understand ‘Napkin Sketches’ in his best-selling book:

The Behavior Gap

The sophistication of his work is in its Simplicity. You have to read it to believe it.

Here, we bring to you a small piece authored by him. We have Indianised the content to make sure that you do not miss the message. We are sure, Carl won’t mind that.

Long-TermWealth 28052013








Adapted from the original article: Does 14,000 Actually Mean Anything? » Read more..

Celebrating Eight Years of Customer Delight

It’s time for a “Celebration”!! We are EIGHT!! Eight happy years spent in laying the foundation, one faithful brick at a time.

Now that the groundwork is in place we believe that….

It’s our time to take flight and taste the sky!

On this happy occasion, of our 8th Anniversary we remember all of you who have been with us and helped us in our growth, through your love and support. This joy makes the success taste all the more sweet…

We are happy to share with you that we have added yet another office for our functioning at 4/45 Dheeraj Heritage, Fourth floor, S V Road, Opp. Milan Subway Junction, Santacruz West, Mumbai.

Now, here is something more exciting to share with you.

My Financial Advisor has been shortlisted in the following category:

Boutique Wealth Management Company India

(less than 50 employees)


The Award Ceremony will be held in Singapore on the 6th of June.

As we move ahead, we look forward to your continued and long lasting relationship with us, because without you, every success will be incomplete.

Smart-workingly yours,

Team MFA