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    Author: Money PuzzleHome

    A BCom graduate from the University of Notre Dame in Perth, Australia and a finance post-graduate from ICFAI, her professional experience spans 18+ years across financial services including wealth management, asset management and finally as a personal finance writer for the last decade. Combining her two passions, writing and personal finance came naturally and now she feels the need to share her ability to see through financial solutions with those who need it the most. The content on MoneyPuzzle.in, is directed towards young earners or any curious mind, who want to understand the ‘why’ of their daily financial decisions. As a financial coach, Lisa endeavours to empower individuals in their 30s and 40s, in transforming their money relationships. Lisa also writes extensively for digital media and personal finance outfits, has moderated finance-related panels and has been invited as a speaker not just for financial subjects but also as a writer. Enriching one’s financial life by giving candid insights is what she strives for through her various undertakings in the field of personal finance.

    They got it wrong, you shouldn’t follow

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    by Money Puzzle   ·  June 22, 2019   ·  
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    The ‘Gen’ lines are a bit blurry in my mind – where does X end, and Y begin? I’ve been told Gen X are those born in the 60s and 70s mainly. Gen Y on the other hand begins from 1982 (yeah, don’t ask why not 1981). Why are we discussing Gen X and Gen Y? ...

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    Where do I invest?

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    by Money Puzzle   ·  June 15, 2019   ·  
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    Photo by Pexels Unfortunately, answer to the question in the headline will not be provided on a silver platter, you will have to do some work to reach there.   Over the last month I met a few below 30s, combination of students and earners, who were well versed with digital payment platforms (no surprises there) and to my approval were ...

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    Young Women: Break out of the cliché – make your own investment choices

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    by Money Puzzle   ·  June 14, 2019   ·  
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    Photo by Pexels There is a lot being said about women and money. Admittedly, most of it comes in the month of March to celebrate international Women’s Day. But young men and women earning their way to a good life or managing household finances to maintain that good life – need to sit up and take ...

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    Kalpen Parekh, President, DSP MF

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    by Money Puzzle   ·  June 1, 2019   ·  
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    If you are just starting out with mutual funds Build your rules and stick to them.Investment managers who are consistent too have rules and the discipline to follow through these rules each time.Your ideal MF portfolio should be a combination of active funds and rules based funds.Bond funds help in providing a cushion to your long ...

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    Young travel – make it light, plan it right

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    by Money Puzzle   ·  May 26, 2019   ·  
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    Travelling, discovering new cultures, making new friends is perhaps the only way to ensure you remain young in spirit. And because the globe has so many wonderful places to explore, it is not hard to decide where to go next. Neither is it a task to figure out travel arrangements and accommodation; the choices available are plenty to satisfy ...

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    Summer Musings and Restraint

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    by Money Puzzle   ·  May 21, 2019   ·  
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    Summer break 2019 was not just about picture perfect landscapes and sing-a-longs, but more so about returning with two new learnings. Both in very different areas, but nonetheless as important. Musings The first one relates to this new, so-called, asset - crypto currency. There is little need to explain uncertainties around this asset. Crypto currency is ...

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    Loan at a click, it’s a trick

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    by Money Puzzle   ·  May 4, 2019   ·  
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    Don’t have money to buy your mother a special birthday gift? Or to go on a date with your girlfriend? With MoneyTap its quick and easy, get an instant loan from Rs 3000 to Rs 3 lakh. Something like this is what the advertisement for this instant loan platform says. All you have to do to get some ...

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    Are focused funds meant for you?

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    by Money Puzzle   ·  April 24, 2019   ·  
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    A focused equity fund is a new category defined by market regulator SEBI. These funds run concentrated portfolios with a maximum of 30 stocks. Many of these funds are erstwhile large cap or mid and small cap funds which were converted to focused funds post the recategorization.

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    About Lisa

    Money Puzzle

    A BCom graduate from the University of Notre Dame in Perth, Australia and a finance post-graduate from ICFAI, her professional experience spans 18+ years across financial services including wealth management, asset management and finally as a personal finance writer for the last decade.

    Combining her two passions, writing and personal finance came naturally and now she feels the need to share her ability to see through financial solutions with those who need it the most. The content on MoneyPuzzle.in, is directed towards young earners or any curious mind, who want to understand the ‘why’ of their daily financial decisions.

    As a financial coach, Lisa endeavours to empower individuals in their 30s and 40s, in transforming their money relationships.

    Lisa also writes extensively for digital media and personal finance outfits, has moderated finance-related panels and has been invited as a speaker not just for financial subjects but also as a writer.

    Enriching one’s financial life by giving candid insights is what she strives for through her various undertakings in the field of personal finance.

    The Three Whys

    Why Invest?

    March 28, 2019

    Why Insure?

    March 27, 2019

    Why Save?

    March 27, 2019

    Expert Bytes

    Diamonds in the Dust – ...

    November 30, 2021

    She owned her mistakes and ...

    August 14, 2021

    Money Puzzle

    There is no dearth of information on financial products. Various broking sites, aggregators and media websites and loud and clear when it comes to telling us what is out there and how to go about buying something. What we are left wanting for is an understanding of why we need a particular financial solution or security. This is where moneypuzzle.in steps in, to resolve your money jigsaw.

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