5 Hidden Risks of Fixed Deposits As an advisor, I often hear people say that Fixed Deposits (FDs) are the safest investment option. A thread 🧵👇

Empower Your Financial Dreams We would like to invite you to our exclusive webinar on "Goal Planning" Date: February 11, 2024 (Sunday) 📅 Time: 11:00 AM - 12:00 PM 🕛 WhatsApp us on: wa.me/919175131636 for registration.

Unlock the mystery of financial success this Valentine's Day!

Master your financial future with these essential steps! From setting clear goals to building emergency funds and diversifying investments, this checklist is your roadmap to financial success.

Unmasking financial beliefs: revealing truths and debunking myths in the world of investments. See through the illusions to find the path to financial freedom💰

For people from Pune: Our team is assisting senior citizens in Pune city to get their KYCs done & validated. If you are facing any issue with mutual fund KYCs, we will help you get it done at NO COST! No strings attached, We just want to help! Share this message/tag someone

We were referred to a prospect by our existing client in Pune. Prospect visited our office with his spouse within 2 days of speaking over the phone call. We usually start these meetings by asking clients about their financial goals & aspirations with their investments before

Happy Diwali 🪔🪔🪔

In first half of this month alone, 20% of our existing clients at Nandi Nivesh Private Limited have increased their monthly SIPs anywhere between 10%-100%. Our communication to them was quite simple: - There is a good chance of accumulating units at lower levels. - Buying at lower prices

Conversation with one of our clients (in marathi): Client: Hello Rohit, Rs. 3 lakhs got credited to the account, Thank you. Me: No problem, It's your money. I'm just managing it professionally. Client: Thank you for managing it, we don't have to worry about it because you are

𝐎𝐧𝐜𝐞 𝐲𝐨𝐮 𝐡𝐚𝐯𝐞 ₹𝟏 𝐜𝐫𝐨𝐫𝐞, 𝐀𝐯𝐨𝐢𝐝 𝐅𝐎𝐌𝐎 𝐚𝐭 𝐚𝐥𝐥 𝐜𝐨𝐬𝐭𝐬. Once you’ve built up ₹1 crore or more, the biggest mistake is trying to do too much. - This is the stage where people start chasing trends. - Reading every market update. - Switching funds

𝐇𝐚𝐬 𝐲𝐨𝐮𝐫 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐩𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐜𝐫𝐨𝐬𝐬𝐞𝐝 ₹𝟏 𝐜𝐫𝐨𝐫𝐞? Getting to ₹1Cr is not easy. But after that, your job changes from chasing returns to avoiding mistakes. Here are 3 simple questions I ask every investor once they reach ₹1 crore👇 1)

𝐀𝐫𝐞 𝐲𝐨𝐮 𝐢𝐧𝐯𝐞𝐬𝐭𝐢𝐧𝐠 𝐦𝐨𝐫𝐞 𝐭𝐡𝐚𝐧 𝐲𝐨𝐮 𝐚𝐜𝐭𝐮𝐚𝐥𝐥𝐲 𝐧𝐞𝐞𝐝 𝐭𝐨? In a world that constantly tells us to "save more, invest more," suggesting you might be overdoing it feels almost wrong. Many of us are diligent savers. As soon as the salary comes, we

𝐈𝐬 𝐲𝐨𝐮𝐫 𝐩𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐭𝐫𝐮𝐥𝐲 𝐝𝐢𝐯𝐞𝐫𝐬𝐢𝐟𝐢𝐞𝐝, 𝐨𝐫 𝐣𝐮𝐬𝐭 𝐥𝐨𝐜𝐚𝐥𝐢𝐳𝐞𝐝? We're all proud of the India growth story. Our portfolios are filled with fantastic Indian companies & great mutual fund schemes. The domestic market is buzzing with

Most investors don’t need more products. We’ve seen portfolios with 20+ mutual funds. And yet, they feel diversified. That’s why for most of our HNI clients (₹1,00,00,000 portfolios), we follow a simple, effective way to structure things: 𝐓𝐡𝐞 𝐂𝐨𝐫𝐞-𝐒𝐚𝐭𝐞𝐥𝐥𝐢𝐭𝐞