Few days back, I was sitting with a financial planning in our Pune Office and we did a very detailed discussion on his financial life. We looked at various parameters and did basic number crunching which gave a deeper understand to this client about financial financial status. The first step was to record all his […] The post 10 things we observed after working with 2,000+ financial planning clients appeared first on Online Financial Planning in India - Jagoinvestor.
Assume a boy/girl is from a rich family, there is a good chance that he already may have a savings bank account, maybe a PPF, a sip in some mutual fund at the least. Even for others a savings bank account is very likely – even for not so prosperous parents.
Today, with starting incomes being fairly handsome, it is possible to have a nice nest egg when you are 50. You can retire early if you choose to, do something on your own or chase your dreams, provided you plan early.
Do I really need an adviser, can't I just invest in a set of equity funds by myself.....asked a doctor. I said.... Sure doc finding some good mutual funds to invest is something you can easily do on your own, and you can invest.