5 Simple ways to Reset Your Financial Portfolio

By taking these 5 Simple steps you are become financially independent at this very important moment by taking these steps.

  1. Start with a Clean Up Activity

Begin with reviewing your portfolio with a reality check and prioritise your cleaning up your past mistakes. Take course of actions (Commit to an action plan ) that paying off your high interest loans, Tax Planning, Personal Risk Management ( Term Insurance and Health Insurance

2. Harness the power of Financial Planning

Set up a written budget and work with a qualified advisor to get a goal based financial plan in place. Make sure that you are spending atleast 25% less than your monthly net expenses and save rest towards Financial Goals.

3. Educate Yourself

Your don’t need to be an financial expert, but you need to know the basics and fundamentals of all financial platforms. Be aware of pros and cons of all financial products and keep an opinion. A good knowledge could save you from making wrong financial decisions.

(You can participate in my Monthly Wealth Secrets Program and you can gain the ground level financial awareness and i conduct it for free)

4. Look beyond Traditional Products

Consider and do invest some of your money in non Traditional investments like Mutual Funds, Equity Products, Shares of Blue Chip Companies. In the long run this will make a massive difference to the quantum of wealth you will create from savings.

5. Identify a Right Financial Advisor for your rest of life

Investment is a very high involvement and skilled activity, it requires lot of experience, expertise and skills. When any customer invest in a scheme he always has this question, how sure are you of this fund? Should you buy a large cap / small cap / Balance Advantage / Hybrid / Elss / Multi cap? Leave this question to an expert who has expertise and sit back and relax. I would recommend you to Call up your Financial Advisor and do your Quarterly Review now. Else call me, i will help you in doing the Portfolio Review and diagnostic as a compliment.

One Call Can Change your Finance Forever

Take Your First Step Towards Smarter Investment Decision.

Helping people to Increase their Networth and Wealth.

Sathish Kumar

Equity Fund Manager | Wealth Consultant | Blogger

Email: creatingwealthadvisory@gmail.com

Whatsapp / Call –  +919841058689


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