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Best advice you can offer clients at market highsRanjit Dani, Think Consultants, Nagpur

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Key Take-Aways
  • At market highs, rather than looking at only rebalancing asset allocation, look at paying off liabilities as a smarter way to achieve objectives

  • If a pressure of a loan is getting to you, talk to your advisor to see if some amount from the portfolio can be used to unwind a loan.

  • Once the EMI is reduced, then you can use that amount to re-build the corpus and also reduce the stress on the family.

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