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Still the bucket for childrens higher education may need to be re-balanced.
Awesome ! so nicely illustrated the consequence of ones mind related to their money & investment.................
Absolutely superb perfect article. I totally agree of Concept " Goal based or Need based planning "; I normally use to do same method for my clients. Actually it is really beneficial for clients also. But sometimes Advisor tested due to client lost his confidence of long term benefit due to market voletility. One of very good trainer said " WHAT IS GOOD FOR THE INVESTORS ; THAT IS GOOD FOR ADVISOR "; If any advisor think over it & practice over this principle then he will be long term winner because so many clients will trust on him. Dhaval shah ;IFA Baroda 9998970906
Thanks for these insights. The only problem is "How Do I Get A Client or Prospect TO Listen To This Wisdom ?!!". How many AMCs are willing to help in client prospecting ? Are AMCs ready to spend some money on creating awareness ?
Very appropriate observation and research. Application of this theory really helps in real life with investors.
nice artical