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Hey Fishes
Can anyone share Mutual Fund schemes in their Portfolio?
I am a newbie and planning to start investing via SIP's in MF ( Around 4-5 SIP's of 10k each)
Thanks in advance.
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Thanks for posting! You've got a great approach.
That’s very encouraging- thank you! My efforts are to be of genuine benefit to others, in a way that resonates with me personally. It’s been a great outlet to connect with others, seeing the impact in their lives.
How do you offer comprehensive financial planning with just insurance?
From my perspective, insurance is a useful tool in diverting risk. From a financial planning standpoint, it’s advocated in most instances, after a foundation of savings/emergency funds are established.
The plan itself typically has more to do with where funds are being allocated after income/expenses are addressed and foundational financial habits are in place. Then growing wealth through investments and protecting against the unknown with insurance.
If we’re just addressing insurance, then I would consider that to not be a comprehensive plan, but merely a transactional interaction, which is not the intended purpose of my practice.
Hope that helps!