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Don't compare financial portfolios with friendsSivaram Kuppachi, Bangalore

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Key Take-Aways
  • Define what is wealth management, financial planning, wealth, investment. Bringing personalization and context will help you.

  • Your situation is unique. So don't compare financial portfolio with friends. Rather than focusing on numbers, focus on your financial goals to find personal happiness.

  • Fundamental of wealth management is having discipline with the wealth that you have and it is relative.

  • You need a trusted expert to ensure the wealth is managed well and it is personal. It is not always about increasing wealth.

  • Start small to develop discipline. Be patient as it will take time.

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