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Single presentation turned around my financial lifeRajesh Navaneetham, Bangalore

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Key Take-Aways
  • It is important to have a financial plan so that you can calculate how much you have to save and spend what you can. Limit your liabilities. Know much you need to maintain your standard of living even after retirement.

  • Don't plan your life to meet a certain financial goal. Instead, plan your finances to meet your life goal. Financial planning gives you the freedom to pursue your aspirations.

  • If you don't have time, competence and discipline to study the markets, it is best to use the services of wealth management experts. For new investors, mutual fund is a good way to start.

  • Understand the key drivers for the wealth management firm and check if your interests are aligned with theirs.

  • Blind trust is never good but find a trusted financial advisor that you can trust and develop a bond with so they can help you with you life goals and financial plan.

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