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FINANCIAL FREEDOM is available to those who learn about it and work for it”

BUDGETING | PLANNING FOR UNCERTAINTIES | INVESTING

BUDGETING

An essential element to financial planning. It creates awareness about the current financial situation and potential troubles that can arise in the future.

DEALING WITH UNCERTAINTIES

Successful financial planning is about meeting uncertainties in a way that it doesn’t lead to financial catastrophe. This involves adequate emergency funds and insurance.

INVESTING

Investing is singularly the important aspect of the entire process as it drastically improves the chances of meeting financial goals like funding education, buying a house, or accumulating a corpus for retirement.

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Value Unlocking Through Demergers

Many companies have diversified businesses. Each subsidiary of such a company has a unique business valuation. One would believe that the value of the entire company would be the sum of the values of individual subsidiaries, but that is not the case. Also, not just the valuation but even the stock price of the company…

Base Portfolio I

Criteria: No financial dependents Stable income Low or no debt/liabilities Willing to take risk Upcoming financial goals more than 5-7 years away COMMENTARY Portfolios are created keeping in mind specific needs, assets and liabilities, and desires and outlooks, making it a very personal exercise, however, as it’s not possible to do this for everyone, I’ve…

WEALTH WAGON 💴

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