Invest Wissen

Invest Wissen Harsh*t Patel is a CERTIFIED FINANCIAL PLANNER CM & AMFI Registered Mutual Fund Distributor.

Invest Wissen works as a catalyst and an influencer in getting the clients to make the right decision at the right time for their wellness and growth in their financial lives. We provide an array of services, offering customized solutions to our clients, helping them achieve their financial objectives. We consider product suitability, time horizon, asset allocation and accordingly invest in mutual funds and advise adequate life protection through insurance.

02/01/2025
19/12/2024

Excited to share that I had the incredible opportunity to be featured in the latest infomercial by 1 Finance, introducing their brand-new Financial Planning Centre! 🎉💼

The centre is all about empowering individuals with personalized financial strategies to achieve their goals. It was amazing to be part of this initiative, spreading awareness and helping people take control of their financial future.

Here’s to smart financial planning and a brighter, more secure future! 🌟💰

02/10/2024
As a financial planner, I’ve seen firsthand how true this is. Managing money isn't just about knowing the right strategi...
23/08/2024

As a financial planner, I’ve seen firsthand how true this is. Managing money isn't just about knowing the right strategies, investments, or budgets. It’s about consistently applying what you know through disciplined habits, self-control, and long-term thinking.

You can read all the books and take all the courses, but unless you're able to control your spending, set goals, and stick to a plan, knowledge won’t get you very far. True financial success is built on daily behaviors like:

✅ Setting clear financial goals
✅ Building an emergency fund
✅ Avoiding impulsive purchases
✅ Sticking to a budget
✅ Consistently saving and investing

It’s not always easy, but with the right mindset and discipline, you can achieve financial freedom! Let’s focus on building those good habits today.

https://youtu.be/xZT_DJ-T4_4
15/07/2024

https://youtu.be/xZT_DJ-T4_4

Join Harsh*t Patel, CFP (CM), Founder at Invest Wissen, as he delves into SEBI’s recommendation to raise the minimum lot size for derivative contracts from ₹...

Wealth creation is more than just returns:📈 10% - Investment Returns: Yes, it matters. But...📊 50% - Asset Allocation: H...
08/12/2023

Wealth creation is more than just returns:

📈 10% - Investment Returns: Yes, it matters. But...

📊 50% - Asset Allocation: How you spread your investments is key.

🧠 40% - Managing Your Emotions: The real game-changer. Emotional control & intelligence is what leads to real wealth creation.

Too often, investors focus on the 10% and miss the bigger picture.

Wealth isn't just about how much return does your investments generate; it's more to do with how you control your own behaviour.

99% investors behave irrationally at some point in their investing journey.

That's why most investors would do well by taking professional guidance instead of overestimating their ability to manage their own emotions and behaviour.

Ready to master the 90% that really counts?

P.S: Focus on what's controllable.


Let’s not Procastinate, Today is that SOMEDAY !!
17/11/2023

Let’s not Procastinate, Today is that SOMEDAY !!

Let’s not Procastinate, today is someday !
17/11/2023

Let’s not Procastinate, today is someday !

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Mumbai
400069

Telephone

+919867404634

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