On Guru Purnima, Honouring the Financial Mentors Who Shaped Our Wealth Journey

Guru Purnima is a sacred day in Indian tradition – a time to honour our teachers, guides, and mentors who illuminate the path of knowledge. While traditionally it celebrates spiritual and academic gurus, today let’s also take a moment to appreciate the financial mentors — the guiding lights in the world of money, wealth creation, and financial literacy.

In a world of uncertainty and complex markets, these mentors have helped millions shape a disciplined, educated, and long-term approach to money. Let’s pay tribute to five such legendary financial gurus whose insights continue to inspire generations.

1. Warren Buffett – The Oracle of Omaha

Known for his long-term investment strategies, Warren Buffett is a global icon in value investing. His core principle – "Buy wonderful businesses at a fair price and hold them forever" – continues to guide millions.

Lesson from Buffett: Patience, discipline, and understanding the value of a business are more important than chasing trends.

He taught the world that investing isn’t gambling — it’s a calculated, long-term journey.

2. Rakesh Jhunjhunwala – India’s Big Bull

Often called India's own Warren Buffett, the late Rakesh Jhunjhunwala was not just an investor but a true believer in India's growth story. Starting with just ₹5,000, he built a multibillion-dollar portfolio through smart investing, optimism, and deep conviction.

Lesson from Jhunjhunwala: Believe in the economy’s potential, have conviction in your ideas, and stay consistent with your investments.

3. Benjamin Graham – The Father of Value Investing

Benjamin Graham, mentor to Warren Buffett, laid the foundation of modern value investing. His book “The Intelligent Investor” is still considered a Bible for investors.

Lesson from Graham: The market is not always rational — it's driven by emotion. Learn to analyze value, not just price.

4. Ramdeo Agrawal – The Man Behind ‘QGLP’ Strategy

Co-founder of Motilal Oswal, Ramdeo Agrawal is a respected voice in Indian equity markets. His QGLP (Quality, Growth, Longevity, and Price) investing philosophy helped retail investors understand how to pick winning stocks.

Lesson from Agrawal: Fundamental research, long-term vision, and consistency are key to building wealth in equities.

5. Narayana Murthy – A Visionary of Value Creation

While not a stock market investor, Narayana Murthy, the founder of Infosys, is a guru of business values, corporate governance, and entrepreneurship. His financial discipline and focus on stakeholder wealth transformed Infosys into a global success.

Lesson from Murthy: Ethical leadership and long-term thinking create sustainable financial success — not just for a company, but for its investors too.

The True Essence of Guru Purnima in Finance

Financial mentors — whether global icons, financial advisors, or even our parents — play a huge role in shaping our mindset around money. In a world full of noise and quick-fix schemes, their wisdom brings clarity, courage, and confidence.

This Guru Purnima, let’s take a moment to:

• Thank those who taught us the value of saving and investing.

• Appreciate mentors who helped us overcome financial challenges.

• Reflect on how we can be a financial guru to someone else — by sharing knowledge, guiding responsibly, and encouraging smarter money habits.

Final Thought

A true guru doesn’t just give answers — they teach how to think.

Whether it’s about stocks, savings, or financial freedom, these mentors have helped the world see finance not just as numbers, but as a tool for empowerment.

Let us carry their lessons forward, and in doing so, honour their legacy this Guru Purnima.