Process for Successful Wealth Creation

Wealth creation process needs two hands – One is of true Advisor and other is Investor. 

·   Success of wealth creation depends on the openness and full information of total investment portfolio. Advisor and investor both need to give time and make efforts towards completely understanding and achieving the goals in life.

·        I) Banks mainly deal with FD’s and loans,

 II) Insurance companies for life cover,

III) Stocks/Real estate brokers deal in buying and selling stocks, bonds and real estate.

They don’t have desire or weapons or even time to focus on a family’s personal needs. Instead true advisor is a person who thinks beyond all this and helps you to focus on fulfilling responsibilities and dreams easily.

·        Investments aren’t one time process, it’s a lifelong process.

Thus an advisor can help you to create multi generational wealth through planning lifetime investment strategy.

·        Technology is a great tool for saving time, effort and energy but it can’t frame the right questions for your family.

     Human touch and feelings matter a lot in wealth creating process.

·       Strategy of short and medium term market focus is entirely incompatible for the lifetime investment process. Daily ups and downs don’t matter for achieving the great goals of life.

A true advisor helps you to construct properly balanced portfolio that will enable achieving all the goals over a long period of time.

·      Past scheme performance, fund manager ratings, alpha, beta, charts and graphs aren’t much important.

Wealth creation depends on the longevity of the assets hold and time and discipline are the pillars of it.

·     Actually wealth alone, can’t give us peace. But when we get financial stability and clarity of our finances, it ultimately gives us peace. So wealth creation is the process of attaining peace.

Wishing You All Successful Wealth Creation!!!