Sathish Kumar Financial coach wealth consutant lWeight loss wellness wealth investment success prosperity peak performance consultant coach manager

9 Reasons to Review your Financial Asset Portfolio Regularly

Your Financial Portfolio helps you to reach your Goals and Dreams. Reviewing your portfolio is most often ignored and which can create major setback in achieving your Financial Goals.

Lets understand why it is important to Review your Financial Portfolio.

It is a general Practice i meet my clients once in 4 Months and discuss these following aspects to check everything in the portfolio is in the order………….

  • And How am my Investments Divided / Diversified? ( Asset Allocation against – Equity, Debt, Cash and Gold )
  • Does it match with my investment objectives?
  • Do i have to Re Align it? ( Does it require Portfolio Re balancing )
  • Does the Risk and Reward expectation are met?
  • Am i on track of my Investment Goals?
  • Am i investing consistently?
  • Am i on track of my investment valuations? ( To redeem and Reinvest elsewhere )
  • Is my portfolio is cost and Tax Efficient?
  • Am i sufficiently covered for Emergency? ( Term Insurance, Health Insurance and Emergency Funds )

 

Talk to your financial Consultant on your underlying assets and schedule Review now.

Or call me 9841058689 – Trust me – One call can change your Finance Forever.

 

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

Wealth Consultant

Blogger | Speaker | Coach | Consultant

Email: creatingwealthadvisory@gmail.com

Whatsapp / Call –  +919841058689

www.sathishspeaks.com

 

Facebook: https://www.facebook.com/Sathish-Kumar-175549593034831/

LinkedIn: https://www.linkedin.com/in/sathish-kumar-m-6ab2706/

Blog: http://sathishspeaks.com/blog/

Medium: https://medium.com/@sathishkumar_93336

Twitter: https://twitter.com/Vizhi_Awakening

Instagram: https://www.instagram.com/sathishspeaks/

#Mutual Funds  #Equity #Money Talks #Wealth Creator #Wealthy #Rich #Love Money #More Money #Motivation #Portfolio #Leadership #Debt #Happiness #Think Big #Millionaire #Mindset #Grow Rich #Money Team #Money Maker #Entrepreneur #Passive Income #Money Flow #Finance #Bank #Life #Portfolio #Mutual Funds India #Mutual funds sahi hai #Mutual Funds India  #SIP #systematic #investment #fundadvisor #money #saving #moneysaving #Fund #Investmentplanning #Financialplanning