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It's never a choice between whether to take a risk or not to take the risk but the real choice in front of investor is to whether to take a risk now and grow wealth or differ risk later and lose the purchasing power of your money.

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Increasingly Government employees are feeling insecure about the certainty of their government pension for obvious reasons. It's always good to accumulate more money than less money. More money can be accumulated with proper investment planning that suits your needs and aspirations.

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To conclude, you are not a trader who invests to earn lively hood from investing activity so in order to book profits, you need to track the performance of your investments daily so that you don't miss profit booking opportunity. You are an investor, your objective of the investment is to fund your future financial goals so it doesn't make sense for you to track its performance on a daily basis.

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Wealth Protection should be prioritized before wealth creation to ensure that the wealth you intend to create is protected in case of any untoward circumstances.

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It always amazes me the way Indians have a positive bias towards real estate investing. During one of my client’s yearly review google meeting yesterday, I came across the same phenomenon again. The client had invested around 30% of his portfolio in the peace of land around 5 years back and when I calculated CAGR it came around 10% without the effect of Long term Capital Gains taxes which he would pay once he books the profit. On asking whether the same investment would further expected to appreciate the way it appreciated in the last 5 years, he said no. […]

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PlanetWealth Financial Advisors
Phone: +919328190022
First Floor, Modh Mahodaya Bhavan, Opp Chandreshwer Mahadev Temple, Nr. Meghani Circle
Bhavnagar, Gujarat 364001