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Life goals help correct the asset allocationVarun Girilal, Mitraz Financial Services, Bangalore

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Key Take-Aways
  • A life goal approach can help to find the right asset allocation.

  • Before looking at returns, balance sheets and products, look at your goals - What makes you come alive? What would make your life fulfilling?

  • Is liquidity important to you? Do you need cash flows? Having too much real estate investments can leave you asset rich but cash poor.

  • When evaluating real estate investments, put a purpose to the property. When was this bought and what has been the year-on-year upside?

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