By Omang Khurana January 25, 2021 In FINANCIAL PLANNING STRATEGIES
: Where to Invest Your Profits Booked and How Customize it for your Needs? In Part 1 & Part 2 of this blog thread we understood that we must book some of our profits while the market is at it all time high levels
By Omang Khurana January 25, 2021 In FINANCIAL PLANNING STRATEGIES
: Where to Park the Profits you have Booked & How long to should it be there? Following on from the Part 1 of this blog series, we had learned why we need to book profits on investments today while Sensex is still around
By Omang Khurana January 25, 2021 In FINANCIAL PLANNING STRATEGIES
: What has happened & should you book profits now? On 21st January 2021, Sensex created history by crossing the mighty 50,000 level and reached to its all-time high. Just 9 months ago, the index was hit by the negative effects of COVID-19 crashing
By Omang Khurana December 1, 2020 In Uncategorized
Following on from our previous blog on “How much return is ideal?” we had understood that annualized returns on any form of investment must be beating the inflation of the respective years of the investment exposure. Ex. If inflation is @7%, then minimum appreciation that
By Omang Khurana December 1, 2020 In Uncategorized
A lot of my clients, in the start of my fiduciary relationship with them as their Wealth Consultant ask me; “How much return are you going to give to me? “ OR in a more realistic tone; “Kitna return doge?” I do not blame them
By Omang Khurana November 30, 2020 In Uncategorized
In the world of financial mathematics, there are many magic numbers that help wealth consultants and other finance professionals’ in estimating the timelines of various investments. In this blog we are going to explore the RULE OF 72 and is simple applications. APPLICATION 1: Time
By Omang Khurana November 30, 2020 In Uncategorized
Wealth Consultancy and Management is the science of bullet proofing the finances of a client keeping a 360o view of their short, medium and long term needs and goals. On the other hand, financial advisory is more related to advice catering to market investments to
By Omang Khurana November 29, 2020 In Uncategorized
It is not a secret that majority people keep delaying decisions related to their personal finances in lethargy. This behavior forms part of a very common attitude called Financial Inertia. The thought process of a person in financial inertia usually says: “I am earning well,
By Omang Khurana November 27, 2020 In Uncategorized
As the title of this blog suggests, Wealth Consultants and Broker Agents are certainly not the same professions. In India, these two professions are usually understood as one and the same. This is a myth (misconception) and needs to be clarified for the audience to
By Omang Khurana July 24, 2020 In Uncategorized
Investing in the correct capital assets and creating an optimum portfolio with the correct mix of assets is always a tough decision to make. Doing the same long-term financial security gets even more complicated even for professionals like myself. In an attempt to make it
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