Suraj Kaeley , CFP

Suraj is a Mentor at Ortium. He has over 25 years of experience in the Indian financial services sector. He has experience across Asset Management, Life Insurance, Equity Broking, Mortgages and distribution services. He is a veteran Sales & Marketing professional and has held leadership positions in UTI Asset Management, FIL Asset Management, MetLife Insurance Company and Franklin Templeton in India.

Why Invest Globally?

All investors suffer from what we call the “Home Bias” in behavioural finance. Investopedia defines Home bias as the tendency for investors to invest in a large number of domestic equities, despite the benefits of diversifying into foreign equities. Since India is seen as one of the favourite markets for global investors to invest in, this bias becomes even

Why Invest Globally? Read More »

Is your Investment Portfolio aligned to your Retirement needs?

Once you are past age 50 (or even a little bit earlier), you start thinking about how your life after retirement will be. One of the most important questions that you need to answer is regarding your finances. Do I have adequate money for retirement? Is my current investment portfolio positioned correctly? How will inflation

Is your Investment Portfolio aligned to your Retirement needs? Read More »

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