Amit Rathi - Your Preferred Wealth Planner

Amit Rathi - Your Preferred Wealth Planner We provide financial planning services for individual clients, the self-employed and SME’s.

🙏
20/01/2025

🙏

20/01/2025

Don’t rely blindly on this social media influencer. Do your own maths . Else hire a good financial advisor

22/12/2024

All about

It was really a great experience to be there and sharing my views about the financial planning and how to achieve financ...
25/09/2024

It was really a great experience to be there and sharing my views about the financial planning and how to achieve financial freedom

Hanuman Ji, a figure in Hindu mythology known for his unwavering devotion and incredible strength, can inspire us in man...
23/04/2024

Hanuman Ji, a figure in Hindu mythology known for his unwavering devotion and incredible strength, can inspire us in many aspects of life, including financial freedom.

Here are three key learnings inspired by his character:

🌠Dedication and Commitment:

Hanuman Ji's dedication to Lord Rama is exemplary. He teaches us that to achieve financial freedom, we must be committed to our goals and willing to make sacrifices. This could mean saving diligently, investing wisely, and staying focused on long-term financial security.

🌠Courage and Confidence:

Hanuman Ji's fearless nature is legendary. To attain financial freedom, we need courage to take calculated risks and confidence in our abilities to overcome challenges. Whether it's starting a business, investing in the stock market, or negotiating a higher salary, having courage and confidence is key.

🌠Service and Generosity:

Hanuman Ji's selfless service to Lord Rama reflects the importance of giving back. While pursuing financial freedom, it's essential to remember to help others along the way. This could be through charitable donations, mentoring others, or simply sharing knowledge and resources.

By embodying these qualities, we can not only achieve financial freedom but also lead a fulfilling and meaningful life, much like Hanuman Ji.

Is RamNavami shurwat karein ek nayi
17/04/2024

Is RamNavami shurwat karein ek nayi

The best proverbial saying ever!‌‌‘Don’t put all your eggs in one basket.’‌This comes in handy especially to avoid portf...
22/02/2024

The best proverbial saying ever!
‌
‌
‘Don’t put all your eggs in one basket.’
‌
This comes in handy especially to avoid portfolio overlapping between mutual funds used for different goals.
‌
‌
Wait, why am I suddenly talking about overlapping?
‌
‌
It’s all because of the questions that my friend started dropping on me while chilling over coffee.
‌
He's 32 years old and has been investing in mutual funds (MFs), the Public Provident Fund (PPF), and Sukanya Samriddhi Yojana (SSY) for a good while now.
‌
Here’s what he asked-
‌
❓ I've got these MFs set up for retirement, but I'm thinking of adding another for the kids' education. What's the deal with overlap, man?
‌
❓ Should I avoid it? What if I've got overlap within the same goal? Will they both party on profits or drown together in losses?
‌
That’s too much for a question right!
‌
After conducting a long lasting debates, this was my conclusion
‌
👍 When opting for different mutual funds for varied financial goals, they essentially function as independent entities.
There is no cause for concern regarding overlap, as each fund is assigned a specific goal, and their performances operate autonomously without interference from one another.
‌
👍 If you pick actively managed mutual funds, having some of the same stocks in different funds of the same group is pretty much unavoidable.
But don't stress about it – it's neither good nor bad and can be ignored. Plus, the effects of such overlap are hard to quantify.
‌
‌
When it comes to mutual funds, the illusion of diversification can sometimes be shattered as many equity funds invest in the same set of companies.
‌
As it is sometimes inevitable, all you can do is regularly review your portfolio and adjust the funds to minimize the overlap.
‌
Have you got any other answer for my friend?

Address

Biplabi Trailakya Maharaj Saranj
Kolkata
700001

Telephone

9830957323

Website

Alerts

Be the first to know and let us send you an email when Amit Rathi - Your Preferred Wealth Planner posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Amit Rathi - Your Preferred Wealth Planner:

Shortcuts

Share

Category