Friday, June 24, 2022

Difficulty managing investments ? - We offer a solution

28 Funds
32 Scrips (3 demat accounts)
9   ULIPs
7.  Insurance policies
2.  Ongoing Mediclaim Policy
1.  Lapsed Mediclaim policy
5.  PPF accounts
1.  Current EPF
1.  Request for withdrawal given
2.  Car loans
1.  home loan
1.  Top up loan
1.  Zero interest 8 month credit card loan
3.  Credit and 1 debit card

we are 4 family members.

Viresh in last 9 years this is what I have and I am having a feeling of lost in the dark since last several months as I do not know where to start from and how to organize this to lead in the right manner.

Do you have a close friend, colleague or relative who is experiencing this?

We have a solution.

#financialmanagement #financialfreedom #investmentmanagement
#financialplanning #investing #personalfinance #financialplanner

image credit - 

No comments: