What are the different varieties of food in a thali?
We all would have tasted at least once any thali’s.
As thali has different food like pickle, papad & rice, your portfolio should also have different assets.
All food proportions are different. Rice is more, cucumber & pickle is less, similarly, risky assets should be less & quantity should be checked.
Our diet changes depending on the age & ability to eat. Similarly, our investment portfolio should also change with age & needs.
Last week i visited a prospective client through a reference. He shared his idea of saving & preserving money. He shared his details & my goodness; he is sitting on worth 30 lacs in Fixed Deposit!
The emotion of preserving money is great but the question is is it increasing as compared to inflation?
People still think FD as a superior option to preserve money. I would rather say, the person who has invested in FD is an utter loser.
FD should ideally contain only the amount which can be used in emergency situation.
Missed my regular post due to Exhibition in Pune.
This one says why to stay invested the IPL way.
The First Match of IPL contained Investment message.
Very few noticed it.
A Professional Coach is required in Cricket likewise; A Professional Advisor is also required in Investing Journey.
The incident in image will not happen if you hire Professional Financial Planner.
Invest when markets are down everytime.
Hence, #Advisor Jaroori Hai
In personal investing, the right mix is very crucial for wealth creation & wealth preservation.
Fix an appointment with us today to know the exact asset mix for you.