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Plan for investments that give you some liquidity to meet your goals.
Do not tie up all your cash in assets such as real estate and insurance policies which cannot be quickly liquidated.
To apply for a bank housing loan, you need to have a certain amount of liquidity among other requirements.
Asset Rich and cash poor is story of most of HNI investors. They can go for Asset rich and cash rich with the help of a real advisor like you. Great job don dear Mohsin.
Nice talk
Very Good. Need more story. Please
Mohsin very well handled for ur guju clients ...I think people out there are many who need a good and honest planners like you ...who understands and then comes with an appropriate solution and telling them thru story n being with them in helping them realize an achieving their financial goals...super .
The story justifies the fact that Asset Allocation is as significant as Asset accumulation. Look forward to part 2!
