Financial & Insurance Advisor.

27/05/2026

26/05/2026

How Does Money Work?

Poor and middle-class people work for money, while rich people make money work for them.

⸻

The Secret to Becoming Rich

The more value you create, the more money you earn.

* Identify problems
* Create solutions
* Serve people
* Become wealthy

⸻

Three Types of Income

1. Earned Income

Income earned by exchanging your time for money.
Examples: Salary, fees

2. Portfolio Income

Income earned from systems built using other people’s money.
Examples: Dividends, interest, rent

3. Passive Income

Income that continues for a long time after doing the work once.
Examples: Business, royalties

⸻

When You Work for Money

* You give your time
* You work
* You earn money
* Money goes into taxes and expenses

In this system, your financial growth remains limited.

⸻

VS

When Money Works for You

* Build the right skills and knowledge
* Invest money
* Generate multiple income streams
* Achieve financial freedom

In this system, both your money and skills keep growing.

⸻

What Can You Control?

* Your thoughts
* Your hard work
* What you learn
* The people you spend time with

⸻

What Is an Asset?

Something that earns money for you even when you are not working.

Examples:

* Rental property
* Investments
* Royalties / Intellectual Property

⸻

What Is a Liability?

Something that takes money out of your pocket.

Examples:

* Things bought on loans
* High-interest loans
* Unnecessary expenses
* Paying for other people’s mistakes

⸻

Important Things to Remember

* Create value, and money will come automatically
* Build all three sources of income
* Buy assets, not liabilities
* Don’t work only for money; make money work for you
* Financial education is the real education

⸻

“Poor people work for money, rich people make money work for them.”

20/05/2026

Can Nifty reach on 38,000+ level in 3 years which is 62% absolute returns and 14.7% CAGR ?

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07/05/2026

Please find attached pictorial representation of Net Equity Levels of our Hybrid/FOF Schemes as on April 30, 2026. Kindly note this document can be used for both investor and distributor circulation
Call 094170 07551

02/05/2026

Mob 094170 07551

09/04/2026

CAPRI GLOBAL CAPITAL: ₹500 Cr NCD Issue Announced 💰📊

• ⚡ Fund Raise: Capri Global Capital launches Tranche I NCD issue worth ₹500 Cr

• 💸 Structure:
– Base issue: ₹100 Cr
– Green shoe option: ₹400 Cr

• ⭐ Credit Rating:
– IVR AA / Positive (Infomerics)
– ACUITE AA | Stable

• 📅 Issue Timeline:
– Opens: 15 April 2026
– Closes: 28 April 2026

• 📈 Returns:
– Coupon up to ~9.50% p.a.
– Tenure options: 24, 36, 60, 120 months

• 🎯 Use of Funds:
– 75% for lending business expansion
– Balance for debt repayment & general corporate purposes

• 🏦 Business Focus:
– Retail lending: MSME, housing, gold loans, construction finance

• 📊 Key Highlight:
– Strong retail-focused NBFC model with diversified loan book

🟢 Impact: Positive – Fundraising supports AUM growth & lending expansion, improving long-term growth visibility
Call 9417007551 If you want to invest

09/04/2026

CAPRI GLOBAL CAPITAL: ₹500 Cr NCD Issue Announced 💰📊

• ⚡ Fund Raise: Capri Global Capital launches Tranche I NCD issue worth ₹500 Cr

• 💸 Structure:
– Base issue: ₹100 Cr
– Green shoe option: ₹400 Cr

• ⭐ Credit Rating:
– IVR AA / Positive (Infomerics)
– ACUITE AA | Stable

• 📅 Issue Timeline:
– Opens: 15 April 2026
– Closes: 28 April 2026

• 📈 Returns:
– Coupon up to ~9.50% p.a.
– Tenure options: 24, 36, 60, 120 months

• 🎯 Use of Funds:
– 75% for lending business expansion
– Balance for debt repayment & general corporate purposes

• 🏦 Business Focus:
– Retail lending: MSME, housing, gold loans, construction finance

• 📊 Key Highlight:
– Strong retail-focused NBFC model with diversified loan book

🟢 Impact: Positive – Fundraising supports AUM growth & lending expansion, improving long-term growth visibility
Call 9417007551 If you want to invest.

05/04/2026

SIP GUIDE BY SALARY 🔥

Bookmark this 🔖

Monthly Salary → Ideal SIP → Wealth Goal

₹10K → ₹500–₹1K → Build saving habit
₹25K → ₹3K–₹5K → Discipline & consistency
₹50K → ₹8K–₹12K → Steady growth
₹75K → ₹15K–₹20K → Multiple goals
₹1L → ₹25K–₹30K → Faster wealth creation
₹2L → ₹50K–₹70K → Power compounding
₹3L → ₹1L–₹1.2L → Early FIRE 🚀

PRO TIPS (Don’t Ignore 👇)
• Step-up SIP by 10% every year
• Keep 3–6 months emergency fund
• Never stop SIP during market falls
• Always Prefer Advisors as your Investment Sarthi
• 3–5 funds are enough

👉 Salary doesn’t create wealth. Consistency does.

29/03/2026

*Results show that most of you are salaried, but still living paycheck to paycheck.🚨*

*Now let's say if I earned ₹50K/month…here’s exactly what I’d do with my money:*

1. Start with a simple rule: 50-30-20
With a ₹50K salary:
→ ₹25K — Needs (rent, food, bills)
→ ₹10–15K — Wants
→ ₹10K — Savings + Investments

2. Build an emergency fund first
→ Target 3–6 months of expenses
→ If expenses = ₹30K → fund = ₹1–1.8L

3. Start SIP (don’t wait for “extra money”)

I’d start with: ₹5K–₹10K/month SIP
Simple allocation:

→ Nifty 50 Index Fund (base stability)
→ Flexi Cap Fund (balanced growth)
→ Mid Cap Fund (extra growth)

4. Avoid these mistakes early, I would NOT:
→ Pick random stocks
→ Go heavy on crypto
→ Invest without understanding

Are you following these money basics?Call 9417007551

❤️Yess
🙏🏻No
👍🏻Will start soon now