HOW WE WISH
It is really as simple as that.
There is no rocket science!
Talking about personal behavior
and discipline, we are focusing
on planning. I try to understand
people & their emotions, thus
their nancial needs & goals. . I
believe in dining with them
through their thick & thin.
What I've noticed in these 10
years of practice is that, a
number of individuals have to
compromise on their post
retirement life due to
insufcient funds. Thus I've
learnt that “people don't plan to
fail, they simply fail to plan”.
3. Self Marriage expenses
4. Children's education
5. Retirement
6. Children's higher studies
7. Children's marriage
8. Domestic /International trips
MAY 2017
spending, our mentality of
standing by our children
whether they are 3 years old or
thirty years old. Such mentality
is what upholds the celebrated
Indian culture we are known for.
Thus, I end this article in the
words of Warren Buffet, one of
the greatest nancial wizards of
our time. I quote, “Do not save
after spending, but spend what
is left after saving.”
9 . P ro p e r t y - H o u s e , Fa r m
house,
10. Car, luxuries…etc
Planning is of utmost
importance for every
individual.
The following events of life are
essential in securing a person's
future and thus in my opinion
should be planned well in
advance:
1. Life protection-adequate life
insurance
2. Health emergencies
With the country becoming
increasingly western in its
approach to life and behaviors, I
feel it is our mentality which has
always stood apart. Our
mentality of saving before
Falguni Shah
Investment adviser level-1, pursuing Chartered Wealth Manager (CWM),
AMFI,IRDA, BSc Microbioloy, DMLT Pathologist
Contact : +91 98196 03210 | Email: [email protected]
Facebook : /fusecamco
“Beware of little expenses. A small leak
can sink a whole ship.”
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