Most portfolios don't fail due to bad funds. They fail due to neglect.
3 signs yours needs rebalancing:
1. Set up once, never reviewed
2. One asset class has outgrown its allocation
3. Your risk appetite changed โ your portfolio didn't
WC Securities | ARN: 3511
You picked the perfect mutual fund. Then lost lakhs on the way out.
3 tax mistakes that quietly eat your returns:
โ Ignoring the holding period
โ Redeeming everything in one FY
โ Assuming dividends have a flat tax
Smart investing isn't just entering right. It's exiting right.
Most people have a mutual fund guy, an insurance agent, a loan agent, and a "stocks guy" โ all giving advice that doesn't talk to each other.
What if one partner handled all of it?
Insurance, Bonds/NCDs, Mutual Funds, Corporate FDs, PMS, AIF, Unlisted Equities, Loans.
#Wealthkare
Your salary lands on the 1st. Your SIP should land before you even check the balance.
That one shift changes everything.
We put together 4 simple reframes that turn SIP investing from "something I'll do if there's money left" into a system you never think twice about. #Wealthcare
Spent 3 days in a room with 12000+ people obsessed with the same thing we are: the future of money.
Team Wealthkare just got back from Money Alpha 360ยฐ, and honestly, it didn't feel like a finance summit. It felt like watching the industry rewrite itself in real time.#Wealthcare
@Simply_Trip@Simply_Trip Extremely Disappointing Experience โ Misleading Service & Poor Professionalism.
We faced several major issues that ruined the experience.We paid for premium category Tempo Traveller but were provided with a basic, modified version.Noone picked up call.
@MPTourism on the one hand, MP government is promoting tourism and such filthy toilets at Omkareshwar & Mamleshwar temple. No public facility despite charging Rs 300 for Shivraj darshan.
@NSDL_Depository@Vijaychandok1@FinMinIndia@Adroit_Fin@PMOIndia NSDL has not updated KYC details for the last month in our demat account, as the broker regularly sends reminder mail, but no one bothers about the investor loss due to non-transt ,This is called viksit bharat.
โ@Bajaj_Finserv Sanctioning loans in days but taking 21 days to close accounts? Property sale stuck due to delayed document return. Poor customer care responseโurgent improvement needed!โ Mukesh Gupta
@furny_in this is the quality in 1 month of purchase. No response after 5 reminder. Beware of company. Person assigned does not take call. Very poor customer service.
This google sheets function verifies if an email is deliverable for free ๐คฏ
no need to spend $$ on expensive verification tools
โค๏ธ like + comment โsendโ and Iโll dm you the doc containing:
- instructions around using it
- copy paste template
(must be following)
Thousands of candles can be lighted from a single candle, and the life of the candle will not be shortened. Happiness never decreases by being shared. - Buddha
Happy Buddha Purnima from team Wealthcare ...
#BuddhaPurnima