About

Long (& love) India.

I worked at an investment bank in New York between 2004-17, across trading, risk management, and structured credit.

I chanced upon the Essays of Warren Buffett while studying for a course on financial valuation at NYU, where I did my MBA. I then read Pabrai’s Dhandho Investor, a short book that radically changed my view on what was possible as an investor starting out early & emulating the great value investors – Buffett in particular. From there, I learned about value investing, reading some of the classic texts, building financial models, reading company filings and the like.

At some point, I realized a) there were only 24 hours in a day, b) I had a real job that I had to do reasonably well at in order to pay rent and stay on my work visa, c) while I might eventually grasp the “how” of investing, I probably didn’t have the most important characteristic necessary to succeed – Temperament.

So I started looking for a “someone else” to manage our savings for our family. That’s when I discovered about Prof. Bakshi in India, and from there on, learned about many investors and fund managers who have been excellent stewards of capital.

This site is an attempt to distill all that I’ve found and learned, in the hope that it may help you re-evaluate how you allocate your savings for the long term.

Disclaimer : While I or my immediate family are personally invested in some of the funds listed here, I have no personal interest in promoting any of the PMS or funds – the intent is simply to describe the very best offerings that I see out there, and to leave you with choices.

 

I’ve put together a page here Comparing FDs, Real Estate & Gold