Aspiring Bharat is the catalyst for the growth of India’s financial services in the coming years, hence it is important to understand how they invest. I have jotted down some thoughts on it. “Understanding how Bharat invests.” by Anupreet Choudhary link.medium.com/09eNn2F57sb

Not Convinced About Goal Planning? 5 Reasons Why It is Considered Useful Thread🧵 #goalplanning #ultimatefive #financialadvisors

Afraid of Losing Your Wealth Clients to Fintechs? 5 Key Points to Note and How You Can Remove This Worry Thread 🧵

Want to Impress Your Wealth Clients? 5 quick ways that you might not have used Thread 🧵 #theultimatefive #pointstonote #wealthtech

Finding it Difficult to Acquire New Clients? 5 Strategies to attain success Thread 🧵 #theultimatefive #pointstonote #wealthtech

Are your clients still making Bank FDs and have almost no exposure to Debt MFs?

Not sure about client expectations? 5 things you MUST know that clients expect from you Thread 🧵 #theultimatefive #pointstonote #wealthtech

A few of my friends keep on asking me how to learn python and if there are any videos that can help them or any requirement. The single biggest requirement to learn python or any other programming language is to write a project in that language. That's the only way.

Want to 2x Your Wealth Business AUM & Revenue? 5 ways you MUST know that can help you 2x your business and keep the competition away Thread 🧵 #theultimatefive #pointstonote #wealthtech

Afraid of Losing Your Client Relationship? 5 strategies you must know to retain your clients Thread 🧵 #theultimatefive #pointstonote #wealthtech

Worried about Client Retention? 5 ways you can prepare yourself to retain your wealth clients in competitive market Identify Gaps in Clients Portfolio A specific discussion about the client's needs will impress that person more than a generic one

5 points you MUST consider while building retirement portfolio Build Growth Portfolio as the Time Horizon is Longer Since Retirement plans is for longer term, estimating inflation rate and building a growth-oriented portfoliofor relatively longer horizon is the key.

In India, people don't become long-term investors by choice. The market forces them to become long-term investors because they buy crap and sit on it, hoping it will give some gains in the future.

People allocating emergency funds to high-yield credit (P2P, IDs, BBB, and below, etc) is the worst idea ever. People see higher returns and forget that there can be a 100% downside.

SEBI's report on equity F&O P&L of individual traders & Hindenburg's report on Adani's round-tripping of cash is perfect examples of how market works. If you're not in India's top 1%, stop believing in becoming rich overnight.

India would be the second largest market after China to implement T+1 settlement cycle for stocks. It is a huge step in marking markets more liquid 🇮🇳. #India #invesments

Higher Capex, support to many sectors, lower income taxes & surcharges, and lower fiscal deficit. "Too good to be true" budget #Budget2023

The estimated revenue impact stands at ₹480 billion. Media reports suggest that a complete pass-through of lower rates could boost annual household savings by nearly ₹1.8 trillion (0.6% of GDP). May translate into higher demand for mass consumption products #GSTReforms2025

GST Council now taxes delivery fees via apps at 18%. Zomato/Swiggy already paid GST on platform fees, but not delivery. Impact: ~₹2/order. Even power users (~200 orders/yr) pay only ~₹400 extra annually (if no BS). #GSTReforms2025

Deeply appreciate and fully reciprocate President Trump's sentiments and positive assessment of our ties. India and the US have a very positive and forward-looking Comprehensive and Global Strategic Partnership. Donald J. Trump President Donald J. Trump