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Why didn't you put me in equity in Jan?Vishal Dhawan, Plan Ahead, Mumbai

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Key Take-Aways
  • Avoid receny bias where you draw conclusion based on the recent 3 months. Instead try to understand data across market cycles and then make decisions.

  • If confused or unsure about a previous investment decision, ask your advisor for real numbers and simulations to better understand the rationale. Continuously talk to your advisor so that you are comfortable.

  • Include your spouse in the discussions with the advisor so that you can remain centered and not get carried away.

  • It is also important to understand that sometimes your spouse may be on a different page in terms of financial goals or risk profile. Financial decisions need to be jointly made so that both of you are comfortable with the outcomes.

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