Wealth Forum Tv

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

Share this Video :
More From :Varun Girilal
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?

Submit Your Comments
(Type INV if you are an investor)
Hk3iZ4

"We trust that you will avoid using harsh language and will refrain from making unsubstantiated allegations against individuals and firms. Your constructive feedback and opinions are very valuable to all of us in the industry. "

Copyright 2017   All Rights Reserved.Wealth Forum Ezine