skip to main | skip to sidebar

Pages

  • Home
  • About Us
  • Services
  • Contact Us

Viresh Patel

Fee Only Financial Planner Guiding Money towards Life

Friday, January 03, 2020

HOW HAS YOUR PORTFOLIO CHANGED ? DO YOU HAVE A SYSTEM and PROCESS TO TRACK AND REVIEW ? #FNquote #wealthcreation #cfp #financialplanning #certifiedfinancialplanner #couple #couplegoals #travelgoals #bse #nse #wealthcreation #financialadvisor #mutualfundssahihain #bestinvestment #budget #vision2020 #action2020


at January 03, 2020 Email This BlogThis! Share to Twitter Share to Facebook
Labels: Photos

0 comments:

Post a Comment

Newer Post Older Post Home

About Me

My Photo
Viresh Patel
Fee Only Certified Financial Planner Focused On Unbiased & Objective Tailored Advisory | No Commissions
View my complete profile
VIRESH PATEL@FINANCIAL CONSULTANT. Powered by Blogger.

Labels

  • #wfpd2021 (1)
  • 1 billion vaccination administered (1)
  • 2BHK (1)
  • 52 week high (1)
  • accident (1)
  • adventure (1)
  • al (1)
  • algo trading (1)
  • all time high (1)
  • all weather portfolio (2)
  • amazon pay (1)
  • amfi (1)
  • apna ghar (1)
  • aspiring financial planner (1)
  • asset allocation (5)
  • asset class (1)
  • asset to invest (1)
  • ATM (1)
  • auto loan (1)
  • bank RM (1)
  • Banking (1)
  • basics of investing (1)
  • be aware (1)
  • best cfp (2)
  • best fimamcial planner (1)
  • Best Financial Planner (93)
  • best financial plannerg (1)
  • best financial ppanner (2)
  • best financla planner (1)
  • Best Investment (3)
  • Best Mutual Fund (4)
  • beware (1)
  • bigger house (1)
  • bill gates (1)
  • billionaire (1)
  • bitcoin (1)
  • bond markets (1)
  • budget (2)
  • budget 2022 (1)
  • budgeting (2)
  • builder (1)
  • building project (1)
  • busy (1)
  • busy professiinal (1)
  • buy back (1)
  • c (1)
  • ca (2)
  • car (1)
  • car loan (1)
  • card payment (1)
  • career goals (1)
  • career planning (1)
  • cash flow management (2)
  • caution (2)
  • certified financial planner (2)
  • cfp (6)
  • cfp cm (1)
  • cfp coach (1)
  • chartered accountant (1)
  • china (1)
  • choose vendor wisely (1)
  • client experience (1)
  • climate change (1)
  • coach (1)
  • code in wages (1)
  • comment (2)
  • commodity prices (1)
  • communication skill (1)
  • company results (1)
  • comprehensive financial planning (1)
  • confidential (1)
  • confused investor (1)
  • consumer rights (1)
  • continuous learning (1)
  • couple (3)
  • couple challenge (1)
  • couple goals (28)
  • couple plan (1)
  • couples (3)
  • couples goals (18)
  • couples plan (1)
  • covid-19 (1)
  • credit card (1)
  • cricket lovers (1)
  • criterias (1)
  • critical illnesses (1)
  • crr hike (1)
  • crypto (1)
  • crypto currencies (1)
  • dalal street (1)
  • data privacy (2)
  • debit card (1)
  • debt funds (1)
  • decree (1)
  • demat (1)
  • developer (1)
  • digital assets (1)
  • dip investing (1)
  • diversification (1)
  • divorce (1)
  • divorce lawyer (1)
  • diwn from top (1)
  • DIY Investor (1)
  • doctors (1)
  • downward (1)
  • ecommerce walllets (1)
  • education planning (1)
  • elon musk (1)
  • emi (2)
  • environment (3)
  • environment friendly home (1)
  • epf (1)
  • equity (5)
  • equity advisor (2)
  • equity investing (7)
  • equity market (1)
  • equity research analyst (1)
  • estate planning (1)
  • etf (1)
  • existence certificate (1)
  • expense management (1)
  • expert view (1)
  • f (1)
  • facebook (1)
  • fall (1)
  • family goals (2)
  • fee only financial planner (1)
  • fee only planner (1)
  • fi (1)
  • finamcial freedom (1)
  • financial abundance (1)
  • financial adviser (4)
  • financial advisor (10)
  • financial awareness (4)
  • financial data (1)
  • financial freed (1)
  • financial freedom (122)
  • financial freedom fre (1)
  • financial headlines (1)
  • financial independence (30)
  • financial influencer (1)
  • financial literacy (1)
  • financial management (1)
  • financial news (1)
  • financial olanner (1)
  • financial plan (2)
  • financial planner (30)
  • financial planning (128)
  • financial planning awareness initiative (1)
  • financial planning standards board (1)
  • financial planning standards boards (1)
  • Financial Ppanning (1)
  • financial secret (1)
  • financial services (1)
  • financial trend (1)
  • financial wellbeing (2)
  • financialfreedom (1)
  • financialplanning (2)
  • fintech (2)
  • first time investor (2)
  • fixed fee only planner (1)
  • flat buy (1)
  • fnquote (2)
  • focus (1)
  • fosb (1)
  • fpa (1)
  • fpfb (1)
  • fpsb (6)
  • FPSB India (2)
  • fund manager (1)
  • gift city (1)
  • gift deed (1)
  • goal based (2)
  • goal based plan (1)
  • goal based planning (1)
  • goal setting (1)
  • goals (2)
  • gold (2)
  • google (1)
  • google finance (1)
  • google search (1)
  • government bonds (1)
  • government policy's (1)
  • growth (1)
  • growth stocks (1)
  • Guaranteed (2)
  • happy dhanteras (1)
  • happy diwali (1)
  • happy earth day (1)
  • happy mothers day (1)
  • happy new year (2)
  • hdfc prudence fund (1)
  • headlines (1)
  • health care (1)
  • health cover (1)
  • health goal (1)
  • health insurance (1)
  • health plan (1)
  • high valuations (1)
  • home buyer (1)
  • home buyers (1)
  • home buying (3)
  • home buying decision (1)
  • home decision (1)
  • home loan (2)
  • home upgrade (1)
  • household expen (1)
  • hr (3)
  • hybrid (1)
  • illness (1)
  • income plan (1)
  • index (1)
  • index funds (1)
  • India (2)
  • Indians (1)
  • indice (1)
  • indices (1)
  • inflation (4)
  • influencer marketing (1)
  • informed decision (1)
  • inheritance (1)
  • inside of profit numbers (1)
  • insurance (2)
  • insurance agent (1)
  • insurance plan (1)
  • interest rates (1)
  • interest rates trend (1)
  • international exchange (1)
  • invest (1)
  • investing (47)
  • investing for beginner (2)
  • investing for beginners (30)
  • investing for beginnersmoney slavery (1)
  • investing strategy (3)
  • investing tips (2)
  • investir awareness (1)
  • investment management (1)
  • investment planning (1)
  • investment returns (1)
  • investment strategy (1)
  • investor (1)
  • investor awareness (1)
  • investor wealth protection (2)
  • investors (1)
  • IPO's (1)
  • ipos (1)
  • job alert (2)
  • job hunt (1)
  • job hunting (1)
  • job posting (1)
  • job search (1)
  • kaun banega crorepati (1)
  • kbc (1)
  • keep it simple (1)
  • lability (1)
  • lack of time (1)
  • last minute tax (1)
  • legale advisor (1)
  • LIC (1)
  • LIC IPO (2)
  • LIC IPO subscription (1)
  • LIC of India (1)
  • lic policy holder (1)
  • LIC policyholder (1)
  • LIC proposal (1)
  • LIC subsidiaries (1)
  • life (1)
  • life certificate (1)
  • life insurance (1)
  • Life Insurance Corporation of India (1)
  • life milestones (1)
  • life planning (1)
  • liquid cash (1)
  • liquidity (1)
  • loan (1)
  • loan vs rent (1)
  • location (1)
  • logical (1)
  • logical thinking (1)
  • logistics (1)
  • long queues (1)
  • m (1)
  • marke (1)
  • market (1)
  • market correction (1)
  • market fall (5)
  • market headlines (1)
  • market highs (1)
  • market shocks (2)
  • market valuations (1)
  • market watch (1)
  • markets (5)
  • masterclass (1)
  • media reports (1)
  • medical emergency (1)
  • medical expenses (1)
  • medical services (1)
  • medical workers (1)
  • mediclaim insurance (1)
  • mentor (1)
  • meta (1)
  • MF Complain Process Individual Investor (1)
  • mitial funds (1)
  • mitualfund (1)
  • momentum stocks (1)
  • money management (2)
  • multibagger (1)
  • mumbai (2)
  • mutual fund (7)
  • mutual fund complain (1)
  • mutual fund investor (2)
  • mutual funds (32)
  • Mutual Funds Complain (1)
  • mutual funds sahi hai (3)
  • mutual funds sahi hain (1)
  • national (1)
  • national earth day (1)
  • national stock exchange (1)
  • nda (1)
  • Network FP (1)
  • neutral advisir (1)
  • new year 2022 (1)
  • new year resolution (1)
  • news (2)
  • news you can use (2)
  • nft (1)
  • nifty (2)
  • nifty 50 (1)
  • nifty50 (1)
  • nse (1)
  • nse ifsc (1)
  • oil (1)
  • one billionth (1)
  • oxygen (2)
  • pandemic (2)
  • pensiin plan (1)
  • pension (1)
  • pension planning (1)
  • personal data (1)
  • personal finance (40)
  • personal skills (1)
  • personality skill (1)
  • petrol prices (1)
  • Photos (635)
  • Policy holder (2)
  • policyholder discount (1)
  • popuvaccination drive (1)
  • portfolio allocation (1)
  • portfolio management (1)
  • Power of attorney (1)
  • price to earnings (1)
  • profit booking (1)
  • property (1)
  • putin (1)
  • ratan tata (1)
  • rbi (1)
  • rbi announcements (1)
  • RBI bonds (1)
  • rbi policy (1)
  • rbi shocks (2)
  • real estate (3)
  • real estate buying goal (1)
  • real estate news (2)
  • real LIC (1)
  • recent highs (1)
  • recomendation (1)
  • redeem (1)
  • redevelopment (1)
  • reit (1)
  • repo rate (2)
  • repo rate hike (1)
  • residential property (2)
  • resolution (1)
  • retirement income (2)
  • retirement planning (4)
  • returement (1)
  • Rich and famous (1)
  • richard branson (1)
  • Rights & duties of Mutual fund investor (1)
  • risk cover (1)
  • risk management (4)
  • risk planning (1)
  • rupay (1)
  • Russia (1)
  • russia vs ukraine (1)
  • safety (1)
  • salaried (1)
  • salaried epmployee (1)
  • salary (1)
  • sanctions (1)
  • say no to ppastic (1)
  • second innings (1)
  • secret (1)
  • secure family (1)
  • senior citizen (1)
  • Sensex (2)
  • sentiment (1)
  • seperating couples (1)
  • shares (1)
  • short term profit strategy (1)
  • smart couples (1)
  • social media (1)
  • steve jobs (1)
  • stock investing (1)
  • stocks (1)
  • strategy (2)
  • supply chain (1)
  • surrender (1)
  • survey (1)
  • sustainable homes (1)
  • tax (1)
  • tax optimisation (1)
  • tax optimization (1)
  • Tax Planning (2)
  • tax saving (3)
  • tax saving instrument (1)
  • taxes (1)
  • TCS Buyback (1)
  • testimonial (1)
  • time management (1)
  • Time tested strategy (1)
  • top performing (1)
  • top ranked (1)
  • top us stocks (1)
  • travel diaries (7)
  • travel goals (13)
  • travel plans (2)
  • trusted financial adviser (1)
  • trustworthy (1)
  • types of investors (1)
  • Ukraine (1)
  • unbiased advisir (1)
  • under construction (1)
  • upi (1)
  • US FED (1)
  • us stocks (1)
  • vaccine (1)
  • vaccine manufacturers (1)
  • value investing (1)
  • value stocks (1)
  • Videos (8)
  • vote (1)
  • wallets (1)
  • war (2)
  • wealth creation (22)
  • Wealth management (10)
  • wealth management financial planner (1)
  • wealth optimisation (1)
  • wealth solutions (1)
  • wealthy (1)
  • welcome 2022 (1)
  • wfh (11)
  • wfh solutions (5)
  • wfo (1)
  • wfpd 2021 (2)
  • wfpd2021 (7)
  • what's app (1)
  • WILL (1)
  • wiw2021 (3)
  • work from home (3)
  • work from office (1)
  • world financial planning day (6)
  • world investor week 2021 (1)
  • Zero balance savings account (1)
  • NEED NOT WORRY FOR NOT INSURED or FOR BEING UNDER-INSURED
    I hear, meet and see lot of people around who are either under-insured or not insured for all or either of the following basic in...
  • Big change in Real Estate as Asset class? Svamitva by PM Modi
    Is this going to be game changer in villages #realestate markets , and as an asset class ? Under #SVAMITVA scheme, first ever ,ownership ...

Blog Archive

  • ►  2022 (50)
    • ►  June (7)
    • ►  May (10)
    • ►  April (2)
    • ►  March (11)
    • ►  February (9)
    • ►  January (11)
  • ►  2021 (91)
    • ►  December (4)
    • ►  November (3)
    • ►  October (28)
    • ►  September (11)
    • ►  June (1)
    • ►  May (9)
    • ►  April (14)
    • ►  March (5)
    • ►  February (6)
    • ►  January (10)
  • ▼  2020 (127)
    • ►  December (11)
    • ►  November (8)
    • ►  October (6)
    • ►  September (1)
    • ►  August (1)
    • ►  April (5)
    • ►  March (33)
    • ►  February (32)
    • ▼  January (30)
      • #fnquote #livemore #wealthcreation #cfp #certified...
      • #FNquote #lifebeyondgoals #wealthcreation #financi...
      • At age 22, this is common query
      • #FNquote #lifebeyondgoals #wealthcreation #financi...
      • #FNquote #lifebeyondgoals #wealthcreation #financi...
      • NOMINATION IS ENOUGH? WILL PREPARED ?
      • 26 yrs age and DIRECT STOCKS INVESTING
      • #FNquote #lifebeyondgoals #wealthcreation #financi...
      • Start-ups start with this GOOF-UP
      • ANY DOUBT's ?? #FNquote #lifebeyondgoals #wealthcr...
      • #FNquote #childupbringing #lifebeyondgoals #financ...
      • SOMETHING UNUSUAL HAS HAPPENED IN MY INVESTMENT? -...
      • #FNquote #lifebeyondgoals #wealthcreation #financi...
      • #FNquote #lifebeyondgoals #wealthcreation #financi...
      • #FNquote #lifebeyondgoals #wealthcreation #financi...
      • #FNquote #lifebeyondgoals #wealthcreation #financi...
      • #FNquote #lifebeyondgoals #wealthcreation #financi...
      • #FNquote #lifebeyondgoals #wealthcreation #financi...
      • #FNquote #lifebeyondgoals #wealthcreation #financi...
      • #FNquote #lifebeyondgoals #wealthcreation #financi...
      • #FNquote #lifebeyondgoals #wealthcreation #financi...
      • #FNquote #lifebeyondgoals #wealthcreation #financi...
      • #FNquote #lifebeyondgoals #wealthcreation #financi...
      • #FNquote #lifebeyondgoals #wealthcreation #financi...
      • HOW HAS YOUR PORTFOLIO CHANGED ? DO YOU HAVE A SYS...
      • #visión2020 #FNquotes #equityinvesting #cfp #certi...
      • #dorahey #dorahein #lifequestions
      • #happy2020 #happynewyear2020
      • #FNquote #lifebeyondgoals #wealthcreation #financi...
      • #morelife #lifeforever #welcome2020🎉 #vision2020 ...
  • ►  2019 (379)
    • ►  December (6)
    • ►  November (12)
    • ►  October (23)
    • ►  September (27)
    • ►  August (15)
    • ►  July (23)
    • ►  June (30)
    • ►  May (38)
    • ►  April (37)
    • ►  March (65)
    • ►  February (52)
    • ►  January (51)
  • ►  2018 (186)
    • ►  December (62)
    • ►  November (53)
    • ►  October (64)
    • ►  August (1)
    • ►  July (1)
    • ►  June (2)
    • ►  March (1)
    • ►  February (1)
    • ►  January (1)
  • ►  2017 (2)
    • ►  August (1)
    • ►  July (1)
  • ►  2016 (2)
    • ►  November (1)
    • ►  June (1)
  • ►  2015 (9)
    • ►  October (2)
    • ►  September (2)
    • ►  June (1)
    • ►  April (2)
    • ►  March (1)
    • ►  January (1)
  • ►  2014 (20)
    • ►  December (4)
    • ►  November (1)
    • ►  October (1)
    • ►  June (1)
    • ►  May (1)
    • ►  April (1)
    • ►  March (3)
    • ►  February (4)
    • ►  January (4)
  • ►  2013 (5)
    • ►  December (5)
 
Copyright (c) 2011 Viresh Patel. Designed by Simple Blogger templates
Investment, skin tags, Marriage stock photography