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Wealth Creation Advisory

Wealth Creation is a broader concept than Financial Planning : Money buys things, but money doesn’t buy happiness. Hence yes we believe – Financial Freedom is Important to achieve the actual level of Wealth Creation.

There are 7 Principles of Wealth Creation as under below :

  • Give More Value Than You Take : As Atthur Ashe says “From what we get in life, we make a living. From what we give, we make a life.” By giving more value than what you receive, success becomes a measure of how much you’ve given. The wealthier you become, the more you can give to others. Exploitation may bring money, but giving value brings both happiness and money — which is true wealth.
  • Be Disciplined : Saving, investing, reinvesting, and growing your financial and business intelligence are all essential wealth building habits that require persistent and consistent effort. In other words, wealth building requires discipline
  • Live With 100% Integrity :Following your moral or ethical convictions and doing the right thing in all circumstances, even if no one is watching you. Having integrity means you are true to yourself and would do nothing that demeans or dishonors you. Never choose expediency over integrity because no amount of financial wealth can replace a good night’s sleep, a clear conscience, and a peaceful mind.
  • Treat Your Wealth Like A Business :Design your wealth plan based on proven business principles that lead to success. These principles include competitive advantage, leverage, accurate record keeping, and accountability. As a wealth builder, you’re in the personal financial management business and must manage your net worth just like an executive manages a successful business.
  • Build a focused portfolio : For this u need financial planning to understand your financial Goals. Seeing the risk appetite & cost structure, We need to build a focus Portfolio by investing into Equity , Debt & Real Estate. To build a focus Portfolio we need to keep the following three things:

Diversification with Asset Allocation

Timely Re-balancing & Portfolio Restructuring

Create Behavioral Alpha

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