Wealth Forum Tv

Goal based plan saves the dayNilesh Bajaj, Cedrus Consultants, Pune

Share this Video :
More From :wise advice
More From :Nilesh Bajaj
Key Take-Aways
  • Don't invest or re-invest all your profits into your business; have something to fall back on during those business bumps.

  • Even a small SIP regularly invested in a disciplined manner can prove to be useful in a time of need.

  • Even within a goal based plan, be aware that money invested can be used for another use if needed.

  • More than the importance of a particular goal being achieved, a goal based plan inculcates discipline which can prove useful in a later time.

Submit Your Comments
(Type INV if you are an investor)

"We trust that you will avoid using harsh language and will refrain from making unsubstantiated allegations against individuals and firms. Your constructive feedback and opinions are very valuable to all of us in the industry. "

Comments Posted
Vikram bajak ARN NO :VB investments Aurangabad, 03 May 2018

Good quotes which are true and need to understand by investors

Mohsin Bijepuri ARN NO :33913 Chennai, 02 May 2018

My learning was," Apart from investing in business, do something for your children too.".

Sanjeev Mundhra ARN NO :102294 Kolkata, 02 May 2018

Though funds were withdrawn in between because of business loss but the fact remains that goal based planning helped the client stay invested for 7/8 years

Navin Kumar ARN NO :83441 Patna , 02 May 2018

Investment is important whether for child or any other goals. This video embolden our thought processes. Thank you

javahar kp ARN NO :Enhance money Bhopal, 02 May 2018

Good insights Mr Nilish. Yes, SIP is the foundation stone of financial discipline. It differs from men to men.

MANDEEP SINGH ARN NO :16624 Amritsar, 02 May 2018


KILLOL ARN NO :102559 Rajkot, 02 May 2018

Nice one...

Copyright 2017   All Rights Reserved.Wealth Forum Ezine