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L stands for living, I stands for investing, F stands for Finance and E for economics. While life and investing are internal, finance and economics are external factors.
Lifestyle choices are individual, while investing style is determined by lifestyle. Finance and economics impact investing and some knowledge is necessary for safeguard of investments.
Just as driver slows down the car during bad weather, investors and advisors can slow down during bad market cycles. Depending on whether the situation is serious, a complete stop may be needed.
Advisors should distinguish between recommendations for savings and investments. If there is a large accumuluated SIP corpus, then advisors should look at it closely rather than treating it as a SIP.
Valuations can tell us which zone the market is at - good, uncertain or bad. Either of the extreme zones requires some action while neither of the extremes means the portfolio can continue on course.
"We trust that you will avoid using harsh language and will refrain from making
unsubstantiated allegations against individuals and firms. Your constructive feedback
and opinions are very valuable to all of us in the industry. "
A wealth of Wisdom from Mukesh bhai as always.
Super simplistic and sahaj to understand
The highway analogy is a great takeaway from veteran Mukesh Bhai. Thank you Sir.
well said Mukeshbhai.
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