Some of our investors are asking about the current market correction and future course of action on this event. They are very much confident about their ‘Comprehensive Financial Plan’ which we have prepared for them. It’s a 60-70 pages written report with 4-5 hours discussion on the recommendations with alternatives.
Financial Planning
Wishing you and your family a magnificent 2019. I am writing this article after 3 months due to my CWM (Chartered Wealth Manager) Exam preparation. Thank you so much for your believe in “Comprehensive Financial Plan” and CFP professional work and practice. Most important is your TRUST on me as
Generally we are savings are likely to be held in five major categories—property, equity, debt, precious metals, and cash. Whatever the investment product, however complex it’s terminology and working, it is likely to fit into one or more of these categories. Equity shares, IPOs, equity funds, PMS are all equity.
Often, you have heard about words like ‘saving’ and ‘investment’. But did you know that savings and investment are two separate concepts? The words “Saving” and “Investing” are sometimes used interchangeably, but when it comes right down to it, we should be engaged in both, separately, to secure our better
Some of my recent tweets in the month of April 2018 “I think this is also a great time to invest in private equity, helping companies grow from the ground top.” ~Jim Rogers “By developing your discipline and courage, you can refuse to let other people’s mood swings govern your
What is LTCG? LTCG or Long-Term Capital Gains refer to the gains made on any class of asset held for a particular period of time. In case of equity shares, it refers to the gains made on stocks held for more than one year. In other words, if the shares
Credit Card – it is very easy to use but very dangerous if you have misused it. A credit card can be a valuable tool if you know how to use it properly. Likewise, using credit cards irresponsibly can lead to a world of hurt. The way you use credit
One of our clients said “I am just concentrating on the Comprehensive Financial Plan you have prepared and advised me. I am relaxed. I have no anxieties and am having a peaceful sleep. I am confident that we will be able to maintain our current standard of living after retirement
If markets get rough, it pays to have an investing plan and to stick to it. Key takeaways Keep Perspective: Political, Indian Budget, Taxation on investment and global market uncertainty are all constant, and downturns happen frequently. But market setbacks have typically been followed by recoveries. Stay Disciplined: Trying to
New Year Financial Resolution However, our good intentions notwithstanding, almost half of us were concerned that the continuing uncertainty around the economy, GDP growth rate, fiscal deficit, inflation rate, demonetization, GST impact and the ongoing threat of lower interest rates could deter our good resolutions. In addition, as we all
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