We're at the crossroads of a new year and an evolving #market context☦️📈
So, what's the most powerful thing you can do today?
So, what's the most powerful thing you can do today?
Review your #investments - objectively!
We've done this for 100 + people with great results. We're going to talk about one of them.
Watch our video to know more about ithought's Investment Review Engagement:
We've done this for 100 + people with great results. We're going to talk about one of them.
Watch our video to know more about ithought's Investment Review Engagement:
Here's what we found:
6 Advisers
37 Mutual Funds
3 PMS
7 Bonds
4 FDs
Concentration risk = excess pain when things don't go your way
A long tail = muted performance
#mutualfund #Investment
6 Advisers
37 Mutual Funds
3 PMS
7 Bonds
4 FDs
Concentration risk = excess pain when things don't go your way
A long tail = muted performance
#mutualfund #Investment
#Liquidity risk
❌ Limited access to investments when you need them
❌Opportunity cost
❌ Stuck in an investment
❌ Limited access to investments when you need them
❌Opportunity cost
❌ Stuck in an investment
What we did:
✅Highlighted #financial risks
✅Frequent and proactive interactions
✅Reduced concentration risk
✅Consolidated #portfolio tail
✅Improved #asset allocation
Here's what we can do for you! DM to get your customized investment review or drop a message to 9500027285.
✅Highlighted #financial risks
✅Frequent and proactive interactions
✅Reduced concentration risk
✅Consolidated #portfolio tail
✅Improved #asset allocation
Here's what we can do for you! DM to get your customized investment review or drop a message to 9500027285.
• • •
Missing some Tweet in this thread? You can try to
force a refresh
