Experiential Investment Stories
A Collection of Short Articles to Guide You in Your Investment Journey
Written by Anup Bansal, Managing Director & Co-founder at Mitraz Financial
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This book of 21 short articles gives insights into the world of investing, the minds of investors and the emotional roller-coaster ride during high market volatility phases.
Written by a practicing Wealth Adviser, the book captures the personal experiences of the author while he has observed real-life situations and interacted with the clients of his firm Mitraz Financial.
This book brings out the best of 4 core concepts:
1. Holistic approach and comprehensive financial planning
2. Risk management that focuses on protecting the downside
3. Prudent Asset Allocation with adequate diversification
4. Adequate liquidity for goals
The timeless investment mantras provided in the book can be reviewed by the readers from time to time to keep the discipline of savings and investments
Anup Bansal is the Managing Director & Co-founder of Mitraz Financial, a leading Financial Planning & Investment Advisory Firm headquartered in Bangalore. He started his entrepreneurial journey after a 15 years long career with Motorola/Freescale where he was responsible for engineering and software development functions. Mitraz was set up in 2010 with the mission to help clients realize their aspirations through prudent financial planning and investment management. From the infamous dot-com crash in the year 2000 to the global financial crisis in 2008, Anup has experienced difficult market cycles through actual investing, making mistakes and honing practical lessons in risk management. He is an active proponent of life goals planning, financial planning, long-term investing and understanding the true meaning of money in one’s life.
Read What People Have To Say About The Book
Anup has shared a lucid and simple but immensely powerful set of ideason investing by distilling many years of investment lessons and over a decade's experience as a founder of a successful Financial planning and investment advisory firm. The ideas of a well thought through planning exercises done periodically with great rigor, great focus on avoiding mistakes because of various bias,detailed manner of managing risk with simple but very effective strategies,approach to navigating the seductive but dangerous lure of high returns,understanding opportunity costs and basing decisions on this concept,excellent analysis of asset classes etc are not only a treat to read but dkso extremely wise words to follow. A must read for anyone trying to understand investing better. I highly recommend Anup's book.
This is practical valuable experience from the Trenches of actually dealing with real life client experiences over a decade. The stories and examples in this book are sure to enrich your investing journey.
Treasure of knowledge, which covers different investment biases, must read
