The 5 Levels of Investors

What type of investor do you want to be?
One great thing about freedom is the freedom to choose to live the life you want to live.
Regardless of what level you find yourself you can always learn more and take action.

Debts can be as risky as Equity

Majority of Investors Define risk as Loosing capital during my interactions in Financial Literacy workshops. Corporate credibility, interest rate environment and inflation can eat into your returns or even make them negative There are people, who avoid equity markets thinking these are gamblers dens. And, feel debt investing is safe with no risk, and that […]

How I Helped my Client : THE IMPORATANCE OF STARTING EARLY

The client, Mr. Mehta is a 55-Yr old individual, employed with a private sector enterprise. His family comprises of his wife (a homemaker) and a son. Mr. Mehta earns an annual salary of Rs. 10, 00,000; broadly speaking, his annual expenses amount to Rs. 500,000 (Rs. 350,000 towards household expenses and Rs. 150,000 towards travelling/holidays). […]

PlanetWealth Financial Advisors
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Phone: +919328190022
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Bhavnagar, Gujarat 364001