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Planning amidst shifting goalpostsM S Shabbir, Sensage Financial, Hyderabad

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Key Take-Aways
  • Don't tie in a big portion of your money to an asset especially something like real estate if the goals keep changing.

  • It is important to have some amount of liquidity in your assets that will allow you to roll with the life changes.

  • Be aware that your goals may change along with aspirations and circumstances. Does your portfolio reflect that and is it flexible?

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Comments Posted
Mohsin Bijepuri ARN NO :33913 Chennai, 02 Jun 2018

Shabbir Bhai is a doyen of the financial planning industry in Hyderabad and is also an authority on Shariah based planning. It was a pleasure listening to him of this one clients experience. We are all riddled with similar clients and it was interesting to hear him on how he handled it.

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