Monday, March 29, 2021

Not done enough to strategise if this happens post investing

In beautiful journey of Investing one still have certain risks and needs to pass thru' rough times. If you get disturbed during rough times, you have not done enough to strategize..

Saturday, March 27, 2021

Why investors delay decisions - Truth revealed

It is not yoir fault dear Investor.

When a expert fin.product seller says it is time to remove money from equity and big bull Rakesh jhunjhunwala says, "I would even sell my wife's bangles to be in equity", what should a investor understand and do?

But with being caught netween 2 advisors opinions do understand cost of delay.


https://www.linkedin.com/posts/vireshpatelfinancialnorth_investors-procrastinate-fnquote-activity-6781462390518149120-w9lw

If you agree or also are goong thru' or have gone thru such delayed decision period, comment if you agree 

#FNquote #financialplanning #bestfinancialplanner #investing #comment #mutualfunds #financialfreedom #wfh 

Wednesday, March 10, 2021

1 in 5 Life Insurance policy holders face this problem - lets change it together

This is a big system problem for policy holders.1in 5 policy holders have faced this problem.

You bought insurance policy 5-10 or more years before, sitting at home and for some reason are looking to liquidate by redeeming or surrendering the policy.

The big question is,
Why is it made as a requirement that the policy holder has to visit the branch or office to submitt signed form and KYC documents?

Policy holder never went to any branch or office to buy the same?

Sign this petition and keep sharing it.🙏

Click here to Sign Petition to change this

Do share your experience if you have also faced similar challenge. #comment

#fnquote #irdai #financialfreedom #financialplanning #lifeinsurance


Friday, March 05, 2021

Do what you know - be mindful - Investing decisions

If you are disturbed?
If you are confused?

on #investing decision, be it hold, buy, add, sell or switching of asset class,

Do what you know will make you -
_Clear
_Confident
_Less fearful

something which you have not done or never done.

Why I am writing this?

many investors know what to do, just they keep waiting in doing right, and miss the chance of optimisation , and so remain disturbed, fearfull, and always feel uncertain. 


#FNquote #financialplanning #wealthmanagement #financialfreedom



Monday, March 01, 2021

What is Wealth ? Money or wealth is not....

What is Wealth ?
Money or wealth is not to
-compare with anyone,
-not to showcase to anyone,
-neither there can be a standard formula of how much is enough or big or small.

Wealth is
_always individualistic ,
_very personal number
_derived from multiple factors.
Largely based on
A- USAGE
and
B- a number which reduces FEAR factor - which needs to be discussed, understood and defined for yourself and your family.

Is there anyone, with you have discussed this and who is in a position to understand this ?

I didn't find one and so I chose to be the one since last 8 years now.

Have you defined yours yet, or are you also in a race where there is NO END LINE ?

#FNquote #financialfreedom #investing #financialplanning #whatnext