Professional Documents
Culture Documents
BEST PRACTICES
FOR WEALTH
CREATION
We want to make sure that all our clients are on the path
to financial freedom and have a wonderful and stress
free journey to wealth creation.
Thanks
Jagoinvestor Team
MARKETS ARE
VOLATILE, NOT RISKY
1
Its highly critical to understand that mutual funds or
stock markets are VOLATILE, not Risky.
No !
So once you plan your long term goals, and start the
investments, always try to avoid redemption from
that else your goals health will be impacted and you
will regret it later when your goal comes near.
DONT CHANGE YOUR
FINANCIAL GOALS 5
REGULARLY
Probably 3-4 ?
You should stay calm, let the funds do what they are
designed for and keep an eye on your funds and its
performance every 6 month or an year. Just keep
looking at why your funds have gone down by 0.3%
is a recipe for disaster and disturbing the wealth
creation process.
LESS IS MORE - WHY
TO NOT HAVE TOO 7
MANY FUNDS
By adding 3 more funds(a total of 5) the exposure goes to 111 stocks, out
of which 59 are lae companies comprising 81% of the money invested
and the remaining goe sinto mid-sized companies. Now beyond this point,
it does not make much sense to include more funds of the same category
because it only adds to the clutter and does not add value.
EXPECT REALISTIC
RETURNS FROM YOUR
8
INVESTMENTS
FORGET
CHANGE DECISION
REDUCE INVESTMENTS
POSTPONE IT
CANCEL IT
1
To Check Financial Health
We take your financial data and screen on 15
2
Financial Goals Review
We discuss your financial goals once again and
3
Its always helps to discuss your finances with a
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