Book Summary of 108 Mantras For Financial Success
Table Of Contents
SECTION 1-Procedural
1: Read The fine print before you sign
2: Evaluate your advisor/relationship manager
3: Power of attorney (POA: Give responsibly)
4: Give clear instructions to your advisor/relationship manager
5: Never pay cash to your advisor /agent
6: Avoid dealing with multiple banks and brokers
7: Demand draft/Delivery Instructions…don’t let it slip
8: Be on time…even for payments
9: Statements, contract notes …Trust but verify
10: Safeguard your documents.
11: Suspicious movement? Investigate!
12: Right complaints….write complaints!
13: Password ..your top secret.
14: Keep your profile updated
15: Complete formalities while closing your account
16: Technology is an enabler
17: Be aware of online risk
18: Credit cards: Safeguard Against Fraud
SECTION 2-Financial planning
19: In investing, it pays to start early
20: Portfolio manager …Choose with care
21: Make an investment plan
22: Assess your risk appetite
23: Invest with a long time perspective
24: Save For the rainy day
25: Buy value with margin of safety
26: There is no free lunch
27: For major expenses ,plan in advance
28: Borrow but within limits]
29: Money Available …Don’t take credit.
30: Get the macro picture right
31: House wives Beware!
32: Trust only Expert advice, especially if your old
33: Plan, but do not evade taxes
34: Don’t ignore inflation
35: Diversify across asset classes
36: Gold is a hedge against inflation
37: Think twice before getting locked-in
38: Watch your portfolio
39: Rebalance your portfolio to stay on track
40: Let some opportunities pass
41: Do not mistake luck for skill
42: When you lose ,Don’t lose the lesson
43: Unwieldy portfolio is unyielding
44: Bubbles will burst play safe
SECTION 3-Equities and Commodities
45: Trade through registered brokers only
46: Trading through a sub-broker ‘Check credentials
47: Good research helps ….good brokerage is not all .
48: Go the Demant way …save tress, Troubles and spaces
49: Avoid off market transactions
50: Invest in business that you understand
51: Study business potential and prospects
52: Avoid Companies with dubious Management
53: Don’t trade with money you can’t afford to lose
54: Trade in future & Options with care
55: Guaranteed returns in equities? It’s a lie!
56: Do not blindly follow FIIs or MFs
57: Suggestions abound..value your opinion too
58: Never trade on insider information
59: Great names are not always good investments
60: Not all IPOs make money
61: Avoid penny and Z category stocks
62: Commodities trading is not for all
63: Diversify equity exposure across sectors
64: Don’t get misled by approvals from government
65: Don’t rely on technical analysis alone
66: Past performance does not predict future performance
67: Sell when market flares up irrationally
68: Don’t marry your stocks..sell when the time comes
69: When it rains, everything gets wet
70: Don’t blindly chase low multiple stocks
71: Beating the markets Is difficult
72: Markets can remain irrational longer than you can remain solvent
73: Stay away from the operator-driven counters
74: Understand risks in day trading
75: Know when to stay out of the markets
76: Do not risk too much in any one trade
77: Short selling is not for small investors
78: Know when you will sell before you buy a stock
79: Adhere to a stop loss while trading
80: Be A bargain hunter among quality Stocks
81: Averaging is not a foolproof way to make money
82: The ‘Bigger fool’ theory may not always work
83: Inactive account ?Freeze it now, use it later
SECTION 4-Insurance and Mutual Funds
84: Get a slice of Life insurance
85: Honesty is the best insurance policy
86: Insure adequately :Better to have more than less
87: Insurance :It is not a onetime exercise
88: Younger the better for insurance
89: Medical insurance: Even for the healthy
90: Small premium can mitigate big calamities
91: Cancellation of policies :Don’t let go till you are covered again
92: All mutual funds are not alike
93: Beware of loads and expenses in mutual funds
94: Index funds are your friends
95: Build your portfolio ,SIP By SIP
SECTION 5-Real Estate
96: Check Credibility and track record of builder
97: Checkup approvals
98: As you pay so shall you get, Are you sure?
99: Pay for what you want
100: Location, location, location
101: Know your affordability
SECTION 6-Loans And Borrowings
102: Repayment history defines your financial character
103: Ignorance is it a bliss, know your loan terms
104: Borrow wisely: Choose the loan most appropriate for you.
105: Loan against gold jewellery, emotions are embedded
106: Home loans: Floating rate can shrink you
107: Lenders’ recovery agents –Know your rights
108: Auto loans: Understand the total cost .
CLICK HERE to Buy 108 Mantras For Financial Success (Paperback) by CNBC with Great Discount Price! (with an option to pay Cash on Delivery)SECTION 1-Procedural
1: Read The fine print before you sign
2: Evaluate your advisor/relationship manager
3: Power of attorney (POA: Give responsibly)
4: Give clear instructions to your advisor/relationship manager
5: Never pay cash to your advisor /agent
6: Avoid dealing with multiple banks and brokers
7: Demand draft/Delivery Instructions…don’t let it slip
8: Be on time…even for payments
9: Statements, contract notes …Trust but verify
10: Safeguard your documents.
11: Suspicious movement? Investigate!
12: Right complaints….write complaints!
13: Password ..your top secret.
14: Keep your profile updated
15: Complete formalities while closing your account
16: Technology is an enabler
17: Be aware of online risk
18: Credit cards: Safeguard Against Fraud
SECTION 2-Financial planning
19: In investing, it pays to start early
20: Portfolio manager …Choose with care
21: Make an investment plan
22: Assess your risk appetite
23: Invest with a long time perspective
24: Save For the rainy day
25: Buy value with margin of safety
26: There is no free lunch
27: For major expenses ,plan in advance
28: Borrow but within limits]
29: Money Available …Don’t take credit.
30: Get the macro picture right
31: House wives Beware!
32: Trust only Expert advice, especially if your old
33: Plan, but do not evade taxes
34: Don’t ignore inflation
35: Diversify across asset classes
36: Gold is a hedge against inflation
37: Think twice before getting locked-in
38: Watch your portfolio
39: Rebalance your portfolio to stay on track
40: Let some opportunities pass
41: Do not mistake luck for skill
42: When you lose ,Don’t lose the lesson
43: Unwieldy portfolio is unyielding
44: Bubbles will burst play safe
SECTION 3-Equities and Commodities
45: Trade through registered brokers only
46: Trading through a sub-broker ‘Check credentials
47: Good research helps ….good brokerage is not all .
48: Go the Demant way …save tress, Troubles and spaces
49: Avoid off market transactions
50: Invest in business that you understand
51: Study business potential and prospects
52: Avoid Companies with dubious Management
53: Don’t trade with money you can’t afford to lose
54: Trade in future & Options with care
55: Guaranteed returns in equities? It’s a lie!
56: Do not blindly follow FIIs or MFs
57: Suggestions abound..value your opinion too
58: Never trade on insider information
59: Great names are not always good investments
60: Not all IPOs make money
61: Avoid penny and Z category stocks
62: Commodities trading is not for all
63: Diversify equity exposure across sectors
64: Don’t get misled by approvals from government
65: Don’t rely on technical analysis alone
66: Past performance does not predict future performance
67: Sell when market flares up irrationally
68: Don’t marry your stocks..sell when the time comes
69: When it rains, everything gets wet
70: Don’t blindly chase low multiple stocks
71: Beating the markets Is difficult
72: Markets can remain irrational longer than you can remain solvent
73: Stay away from the operator-driven counters
74: Understand risks in day trading
75: Know when to stay out of the markets
76: Do not risk too much in any one trade
77: Short selling is not for small investors
78: Know when you will sell before you buy a stock
79: Adhere to a stop loss while trading
80: Be A bargain hunter among quality Stocks
81: Averaging is not a foolproof way to make money
82: The ‘Bigger fool’ theory may not always work
83: Inactive account ?Freeze it now, use it later
SECTION 4-Insurance and Mutual Funds
84: Get a slice of Life insurance
85: Honesty is the best insurance policy
86: Insure adequately :Better to have more than less
87: Insurance :It is not a onetime exercise
88: Younger the better for insurance
89: Medical insurance: Even for the healthy
90: Small premium can mitigate big calamities
91: Cancellation of policies :Don’t let go till you are covered again
92: All mutual funds are not alike
93: Beware of loads and expenses in mutual funds
94: Index funds are your friends
95: Build your portfolio ,SIP By SIP
SECTION 5-Real Estate
96: Check Credibility and track record of builder
97: Checkup approvals
98: As you pay so shall you get, Are you sure?
99: Pay for what you want
100: Location, location, location
101: Know your affordability
SECTION 6-Loans And Borrowings
102: Repayment history defines your financial character
103: Ignorance is it a bliss, know your loan terms
104: Borrow wisely: Choose the loan most appropriate for you.
105: Loan against gold jewellery, emotions are embedded
106: Home loans: Floating rate can shrink you
107: Lenders’ recovery agents –Know your rights
108: Auto loans: Understand the total cost .
Details of Book: 108 Mantras For Financial Success
| Book: | 108 Mantras For Financial Success |
| Author: | CNBC |
| ISBN: | 8190779516 |
| ISBN-13: | 9788190779517,978-8190779517 |
| Binding: | Paperback |
| Publishing Date: | 2011 |
| Publisher: | Network18 Publications Ltd. |
| Language: | English |
| Weight: | 228 grams |
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