I will be taking a brief break from blogging over the next couple of days as I host some special guests visiting from far and wide. Well, it is always a joy and occasionally a scheduling puzzle to welcome friends and fellow investors from abroad. One of them is a highly successful entrepreneur who has…

Over coffee at a quiet mall, a couple of clients and I found ourselves deep in conversation about the metals market. It was one of those peaceful mid-morning chats, the kind where the barista knows your order but the topic of discussion could move markets. Well, the consensus? We have entered a corrective phase for…

We have all heard the timeless promise of diversification (higher returns with lower volatility). Sounds great on paper, right? Unfortunately, in the real world, diversification does not always deliver that smooth ride investors dream of. In theory, asset class diversification should be simple: mix different things, reduce risk, sleep better. However, as many investors have…

I just got back from a short meditation retreat nestled high up in the misty hills, the kind of place where the clouds seem close enough to touch, and the air feels like it has been filtered through a dream. The journey up was an adventure itself, with winding roads that tested both my driving…

To my friends, clients, partners, and fellow meditators (especially across India) who are celebrating, I wish you and your loved ones a Diwali filled with joy, light, and prosperity. May this festival bring warmth, harmony, and togetherness to your home. This year, Diwali holds a special meaning for me as I celebrate it with fellow…