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Investor listened to his gut, then destiny took overShrikant Bhagavat, Hexagon Wealth, Bangalore

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Key Take-Aways
  • Don't succumb to products push and instead take a step back. Take your time in making an investment decision.

  • Talk to your advisor about a goal based approach where you can match the goals to products that would suit best. Impact of a good financial plan is vast.

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