Ms Richa Karpe - the Director, Investments, at Altamount Capital Management looks after the asset allocation for clients in Multi Family Office space, urges investors to stay away from trading in stocks without the advice of a financial consultant.

1. PRLog - Global Press Release Distribution
Investment tips from Richa Karpe
Source: Business Consultant
Dated: Apr. 29, 2014
Ms Richa Karpe - the Director, Investments, at Altamount Capital Management looks after the asset
allocation for clients in Multi Family Office space, urges investors to stay away from trading in stocks
without the advice of a financial consultant.
Ms Richa Karpe - the Director, Investments, at Altamount Capital Management looks after the asset
allocation for clients in Multi Family Office space, urges investors to stay away from trading in stocks
without the advice of a financial consultant. After a six-year stint at Morgan Stanley and a run with the
wealth management arms at Lloyds TSB Private Banking, London and Standard Chartered Bank, Mumbai,
To reap inflation beating returns, her strategy is to invest in equities and real-estate.
With a family of her own, her idea of money has changed to a qualifiable goal tied with responsibility
towards her family and business. According to her, money means the best education for her kids, quality
health care for family and investment for business. In her busy lifestyle, her top financial goal remains to
get the best education for her children and also a holiday home. Equity and real-estate garner the maximum
share in her investments says Richa. About 60 per cent of money is divided equally between the two.
Besides, she has also invested 15 per cent of her savings in private equity and about 5 per cent in art. Bank
deposits, savings bank and gold & silver form the rest. Her most successful investment has been in the real
estate investments in Mumbai and London which have worked exceptionally well. The other investment
instruments which have worked well are mutual funds. Some investment tips that she suggests to all
investors are –
* She advises to stay away from trading in stocks directly without the advice of a financial consultant.
* Do not try to time the market when it is at an all time high
* Do analyze fundamentally the stock tips and trading ideas
Some investment books that she highly recommends are Value Investing: From Graham to Buffett and
Beyond'. The other interesting book that she suggested is ‘Liar's Poker', a non-fiction,
semi-autobiographical book by Michael Lewis describing the author's experiences as a bond salesman on
Wall Street during the late 1980s. She advises the investors to start young, and have clarity on the goals.
This, combined with a 5 to 10 year view on investments will help. The other aspect is to start saving a
certain percentage of salary/income every month for family, which may get bigger in later years. When
family and other commitments come into play, it would be an easier task to tide over and manage the
pressures of day to day living.
To know more read
http://www.thehindubusinessline.com/features/investment-world/young-investor/have-clarity-on-your-goals
/article2096408.ece and read about Sachin Karpe at http://karpesachin.info
--- End ---
Email Click to contact author
Phone 919999999999
State/Province Maharashtra
Page 1/2

2. PRLog - Global Press Release Distribution
Country India
Industry Finance, Investment
Tags Richa Karpe, Sachin Karpe, investment tips, Financial Ideas
Link http://prlog.org/12316294
Scan this QR Code with your SmartPhone to-
* Read this news online
* Contact author
* Bookmark or share online
Page 2/2