Discover and read the best of Twitter Threads about #financialadvisor
Most recents (13)
The actual cost of delaying an #investmentdecision is often unknown until one notices a shortfall in their corpus.
This often prevents one from achieving your goals on time.
Let's explore the cost of delay with an example. (1/n)
#financialplanning #financialgoals
This often prevents one from achieving your goals on time.
Let's explore the cost of delay with an example. (1/n)
#financialplanning #financialgoals
Let's say you are 15 years away from retirement.
After retirement, you require ₹60,000 per month in expenses (in today's value) to live comfortably. (2/n)
#retirement #financialplanning #savings #investing
After retirement, you require ₹60,000 per month in expenses (in today's value) to live comfortably. (2/n)
#retirement #financialplanning #savings #investing
The final total goal amount that you require to sustain yourselves through retirement is ₹3 Crores. (3/n)
#retirementcorpus
#retirementcorpus
If you ever wondered...
"Do I need a Financial Advisor?"
...this thread can help you decide!
Read on! (1/n)
#financialadvisor #financialplanning #financialgoals #personalfinance #thread
"Do I need a Financial Advisor?"
...this thread can help you decide!
Read on! (1/n)
#financialadvisor #financialplanning #financialgoals #personalfinance #thread
Before we begin, reflect on these two questions...
When choosing between two similar investment options, have you ever wondered which one you should pick?
Ever wondered if an #insurance policy could protect your family or if it was just bells and whistles? (2/n)
#investing
When choosing between two similar investment options, have you ever wondered which one you should pick?
Ever wondered if an #insurance policy could protect your family or if it was just bells and whistles? (2/n)
#investing
These are the exact situations in which a Financial Advisor can help do away with uncertainty and help you make the right choices for YOU!
Here are 4 ways how a Financial Advisor can help: (3/n)
#financialadvisor #financialplanning #personalfinance
Here are 4 ways how a Financial Advisor can help: (3/n)
#financialadvisor #financialplanning #personalfinance
Educate yourself: Stay informed about the financial markets, industry trends, and economic developments that could impact your investments. Attend seminars, read books, and consult with financial advisors to learn as much as you can.
#financialadvisor #learn #sarmaayatraining
#financialadvisor #learn #sarmaayatraining
Have a plan: Set clear investment goals and develop a well-thought-out plan for achieving them. Determine your risk tolerance and build a diversified portfolio that aligns with your financial objectives.
#investmentgoal #stayfinanciallyhealthy
#investmentgoal #stayfinanciallyhealthy
The world of #finance is rapidly changing, and crypto is leading the way. In this thread, we'll explore why advisors must learn about #crypto or risk losing their clients. $QUACK #financialadvisor #Cryptos #BTCUSD #Bitcoin2023 #bitcoinprice
🧵👇
🧵👇
1/7 Why advisors need to learn about crypto: As the demand for crypto assets and services continues to grow, advisors who are not knowledgeable about the space risk losing clients to competitors who are. $QUACK
2/7 The rise of crypto: The crypto market has seen significant growth in recent years, and this trend is expected to continue. Advisors who ignore this growing market risk missing out on significant opportunities. $QUACK
Here's a Twitter thread on the cyclical nature of the stock market and its impact from monetary policies:
1/15 The stock market is a dynamic and constantly changing landscape, driven by various factors such as economic growth, company performance, and monetary policies.
1/15 The stock market is a dynamic and constantly changing landscape, driven by various factors such as economic growth, company performance, and monetary policies.
2/15 Speaking of monetary policies, the actions of central banks can have a significant impact on the stock market. For example, an increase in interest rates can have a dampening effect on stock prices.
#MonetaryPolicies
#MonetaryPolicies
3/15 This is because an increase in interest rates can make it more expensive for companies to borrow money and invest in growth, which can negatively impact their bottom line and stock prices.
#InterestRates
#InterestRates
To all of you who are new to the workforce… Congratulations!!! You have secured your first job.
But are you confused about how to best use your current salary? (1/n)
#salary #cashflow #payday #money
But are you confused about how to best use your current salary? (1/n)
#salary #cashflow #payday #money
Most people complicate things. It is only natural when there are so many investment products to choose from. That need not be the case.
Here are some simple tips for someone just starting! (2/n)
#equity #fixedincome #gold #realestate
Here are some simple tips for someone just starting! (2/n)
#equity #fixedincome #gold #realestate
#1 Start Building an Emergency Fund
This should be your first priority. In case of emergencies, you shouldn't be left empty-handed.
Having 3-6 months of expenses set aside will be optimal. (3/n)
#emergencyfund #savings
This should be your first priority. In case of emergencies, you shouldn't be left empty-handed.
Having 3-6 months of expenses set aside will be optimal. (3/n)
#emergencyfund #savings
1.ORGANISED CHAOS
2.And another day, another electricity record high:
● France: 1 - year forward power €576 per MWh
● Germany: 1 - year forward power €430 per MWh
For context, the 2010 - 2020 average is ~€45 per MWh.
The Europeans have the solution so the plebs can stop fretting.
● France: 1 - year forward power €576 per MWh
● Germany: 1 - year forward power €430 per MWh
For context, the 2010 - 2020 average is ~€45 per MWh.
The Europeans have the solution so the plebs can stop fretting.
3.The Brits, who — despite managing to leave the EU — are coming to realize that it did not matter because it is the corporatocracy that governs, not the state.
This is my most used Gif with my clients. As a #financialadvisor I can only guide. People have to take efforts as well. A small thread. (1)
#personalfinance
@padhucfp @VidyaG88 @kpvenkat02 @dmuthuk @go_mohan
#personalfinance
@padhucfp @VidyaG88 @kpvenkat02 @dmuthuk @go_mohan
A couple of years ago a gent came to me for advise. Had PL, car loan, Home loan, Gold loan et al. Plus a huge Credit Card outstanding as well. I had a simple advise. Gave him ONLY one focus. Get rid of all loans. (2)
In this order. 1. CC, 2. PL, 3. Car Loan, 4. Gold Loan etc.
I said I will provide advise on
a condition. That he has to cut all his credit cards and send me a picture.
Wonder if wonders
He sent me the picture of 4 cut credit cards.
The gent cleaned up all his loans yesterday (3)
I said I will provide advise on
a condition. That he has to cut all his credit cards and send me a picture.
Wonder if wonders
He sent me the picture of 4 cut credit cards.
The gent cleaned up all his loans yesterday (3)
You are constantly making #financial decisions. Are you making the best possible ones?
What can a #financialadvisor do for you?
Situational concerns are specific to YOU! There are no right or wrong choices, but there are right and wrong financial behaviors. Who’s helping you master behavior?
#riskmanagement
#riskmanagement
🚨 RISE AND FALL @UrbanLadder 🚨
On November 14, Reliance Retail announced an all-cash buyout of 96% stake in @UrbanLadder for ₹182 Cr.
A #Thread 🧵
@dmuthuk @SahilBloom @FundamentalGems @FinKrypt @stockskibaat @stocks_in @nifty_baba @FinancialAdda @trdessai @join2manish
On November 14, Reliance Retail announced an all-cash buyout of 96% stake in @UrbanLadder for ₹182 Cr.
A #Thread 🧵
@dmuthuk @SahilBloom @FundamentalGems @FinKrypt @stockskibaat @stocks_in @nifty_baba @FinancialAdda @trdessai @join2manish
Think for a moment, how billion-dollar edtech startup shelled out $300 Mn to acquire a smaller company within 18 months of its launch.(@whitehatjunior)
Urban Ladder, which been since 2012 & built coveted private label, took a 75% cut in paper valuations.
#StockMarket #nifty50
Urban Ladder, which been since 2012 & built coveted private label, took a 75% cut in paper valuations.
#StockMarket #nifty50
The company (@UrbanLadder) focussed on a private business model, which was not bad idea & it also got them a good brand recall.
But the furniture retail space is tough market & everything depends on strategy” says a VC requesting anonymity.
#Share #sharemarket #banknifty
But the furniture retail space is tough market & everything depends on strategy” says a VC requesting anonymity.
#Share #sharemarket #banknifty
Berhubung lagi rame soal #jouska , kami ingin membahas beberapa hal yang menurut kami, berdasarkan common sense dalam dunia pasar modal, sebaiknya dilakukan oleh seorang investor dalam keputusan pembelian saham
Kami tidak berkomentar soal aspek legalitas maupun tetek bengek lain
Kami tidak berkomentar soal aspek legalitas maupun tetek bengek lain
Disini kami membahas murni dari sudut pandang Investasi #saham, metode, serta analisis dalam trading saham.
Ada beberapa point yang menjadi highlight kami > Pilihan Emiten/Perusahaan yang dibeli sahamnya, Keputusan Buy di harga berapa, serta reaksi ketika terjadi fluktuasi harga
Ada beberapa point yang menjadi highlight kami > Pilihan Emiten/Perusahaan yang dibeli sahamnya, Keputusan Buy di harga berapa, serta reaksi ketika terjadi fluktuasi harga
Di Kasus j yang sedang ramai, banyak klien yang di portfolio #saham nya dibelikan saham L**K.
mengapa harus beli saham ini?
Metode pengambilan keputusan pembelian suatu saham, harus menggunakan Analisis, baik Fundamental, Teknikal, serta faktor lain seperti News, Sentimen Pasar
mengapa harus beli saham ini?
Metode pengambilan keputusan pembelian suatu saham, harus menggunakan Analisis, baik Fundamental, Teknikal, serta faktor lain seperti News, Sentimen Pasar
When someone says the word #SIP, most of us associate it with equity #mutualfunds. But did you know that SIPs are possible in the fixed income asset class as well?
#Debt SIPs can be one of the most useful ways to meet your short term goals, recurring goals, and asset allocation needs.
SIPs in #debtfunds can be used to meet yearly school fees, build an emergency reserve, your annual vacation, regular recurring expenses, working capital, etc.
In order to protect #policyholders #interest against unethical practices & to clear ambiguity #IRDAI is taking steps to curb mis-selling & bring in more transparency, as a policyholder make sure that one fully understand terms & conditions before purchasing #insurance policy.
A #policyholder must ensure if the policy matches his/her needs. They must read the fine print. Keep #insurance & #investment instruments separate & avoid combining the two. A #TermInsurance + #MutualFund is best combo. Remember, #AdviceZarooriHai & #AdvisorZarooriHai. @livemint
The whole purpose of taking an #insurance policy is to take care of the ‘If I die in the policy tenure’ part! Insurance is a pure #RiskManagement tool & is a must. One must be aware of the nitty-gritties of insurance policies. This is where role of a #financialadvisor comes.
