Planning and Management

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“Investing is not a number game…it’s a mind game”

What we mean and what you might understand

Common question that a client asks is – “How much return will I get if I invest for the long term (10 years) ?"

Our answer to the question – “If you stay invested over the course and stay disciplined, you can expect an average of 12%.”

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What you think we mean

Year

1

2

3

4

5

6

7

8

9

10

Average Return

Annual Return

12%

12%

12%

12%

12%

12%

12%

12%

12%

12%

12%
What we actually mean

Year

1

2

3

4

5

6

7

8

9

10

Average Return

Annual Return

-5%%

22%

4%

13%

-17%

57%

10%

19%

-12%

29%

12%

Financial Planning is about commitment and discipline, not just taking advice. Action, execution and sticking to the plan is the key. It’s not about calculations or returns. It is about identifying the process to achieve your goals and not deviating.

With a simple and well-defined process, we guide you to achieve life’s milestones as a financial coach and walk with you throughout this journey.

Our Process

Our endeavor will always be to minimize risk and stabilize returns by creating a diverse portfolio keeping in mind the objective, goal and time horizon in mind. We follow a thorough profiling to understand you and ensure that you are guided in the right manner to achieve goals that matter most to you.

“A good plan implemented today is better than a brilliant plan implemented tomorrow”

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