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Advisor enables couple in early 40's to dedicate life to sevaShrikant Bhagavat, Hexagon Wealth, Bangalore

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Key Take-Aways
  • Instead of growing wealth, is your goal to protect wealth and protect the purchasing power? Talk to your advisor about how best to create a cash flow so that your needs can be met even while capital is preserved.

  • To beat inflation, you need some equity investment in your portfolio. Proper portfolio construction can help when markets take a downturn.

  • Having a corpus can help you to focus your energies on aspirations like serving society.

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