How To Create Your Financial Plan? Video For Do It Yourself DIY Investors Learn My Secret Formula
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- Опубликовано: 11 май 2023
- #nri #nrimoneyclinic #financialplanning
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Services offered by NRI Money Clinic
* Life & Critical Illness Insurance.
* Child education
* Emergency Funds
* Retirement Plan
* Health Insurance
* Wealth Building
* Tax planning ( investments to minimise tax impact)
* Dollar investment ( Only for NRIs in Middle East and Africa )
* Mutual Funds ( NRIs other than in US & Canada)
* PMS ( Portfolio Management Service)
* Fractional Real Estate
* Cash flow planning (Pension, Guaranteed Return plan , Fractional real estate)
* Tax filing and chartered accountant services. (Outsourced services)
* Wills and inheritance planning. (Outsourced services)
* Property record legal verification (Outsourced service)
* Real Estate in Dubai (Outsourced service)
* Real Estate in Mumbai and Goa (Outsourced service)
In case you are interested in using our services you can send a message on Watsapp:00971 551124596 or click on the link below
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Our Website: www.nrimoneyclinic.com
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Whatsapp: 00971 551124596
Or click on the link below
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A very useful video. I realised that I was following almost all these steps (without actually being aware) when making my savings and investments. As to free advice, I lost money twice (though small amounts) by heeding advice of friends who were so called financial experts. One more thing, always be prepared for contingencies. Take adequate insurance - medical and life and if possible insure property too. When a bad incident happens, emotions take over and decisions taken then may derail a well laid out financial plan.
I discussed with my Husband all these steps 2 days before,by seeing your videos I became a financial advisor around 80%.Credit will goes to you.Past 2 days he didn't get sleep,may be he will contact you..
He is most welcome
Very Well Explained and all of your knowledge explained in one video
THE. BEST SUGGESTIONS. KINDLY. CONTINUE SIR THANKS
Excellent and methodical explanation of Investment process for individuals.I have followed these lines only over last 20 years and I am a do it yourself since beginning.I regularly watch your videos for enhacement of my investment processes.
Very valuable words of wisdom & experience sir...
There are many takeaways in this invaluable video...
Thank you so much...🙏
Awesome video about investment planning and factors that investors have to consider while start doing investment. 👍👌👌👌
Nobody gives such advise without advisor fees...thanks a lot sir🙏
Very Useful video, must watch for everyone, Thanks Sir
Each financial planner has their own opinions too based on their comossions in available asset classes
Useful video Sir! I have forwarded to my contacts.
Al most I have been following your strategy and process for last several years. Whether I am gaining multi fold gains or not, I am living a peaceful life because of following the process. 😊
We think alike. I do exactly the same.
Excellent presentation Sir.
🙏🙏
EXCELLENT INFORMATION SIR.
Very very useful video Sir. We thank you, Sir.
Self doubt - valid point .I m facing now . Excellent video. Hats off to you. Salutes to you.
Very useful and informative vedio sir.
Sir, you are always awesome in giving best tips 🙏
Very informative
Your experience speaks❤
Eye openor.
Mr.Bhat this is your best video till date, keep up the great work
Thank you so much for your kind words
good day sir.
excellent and useful video.thank you for your unconditional support.
Great advice. Sagely 🙏
Thank you sir
Always love your presentations and advice Thank you
Very informative, your golden advice is 'don't do trading'
Verv much helpful
Very nice and valuable advise sir ty
Differ with his views on long term goals. You can make some assumptions and start investments and periodically review for revising assumptions based on updates
I always hear Dr Bhatt he's practical and always keeps me motivated. Please continue these videos you are helping guiding a lot of people. Really good job
❤
Well explained sir
I am single...need sm advises...iam 53...need a vedio for my retirement savings
Very nicely explained 👍
Bottom line...keep investing in all 4 classes as per your income proportionally...he should have also covered PPF for long term wealth creation.
I would like to have your video on NRI repatriation of funds held in NRO $1 m
I only want to invest considering I am impressed with Indian growth story. Which is the best mutual fund with high growth ?
Brilliant video, I’m one of your silent subscriber. Pls consider making a video on the topic related to inheriting parental property in India for NRIs, challenges , differences in inheriting while parents are alive if they want to make transfer while they r around or inheriting after their departure from the world through their WILL. Also what are the challenges if the parent also settles down abroad while owning the property in India.
There are videos on this subject on my channel, we continue to produce more videos on this subject . Thank you for suggesting
@@NRIMoneyClinic Thanks for your reply. I spent good time going through all the video titles on your channel before I made the suggestion but could not find it. Can you please point me to the video title or share the link? Many thanks in advance.
There are many videos. Search for videos by Nikhil Varghese or search words WILLs or Executor services
Check the following videos - How to create will online
ruclips.net/video/b-SCs6rWDMY/видео.html
Please how much cash should have for monthly expenses to maintain after beating inflation for get myself finanancial free❤
You did not comment on retirement Incl 6 months overseas with low inflatn and 6 months India high inflatn ??? NRIs may have this… also
How to beat inflatn and FD , if these measures can’t be estimated.
Pls comment on invt equity strategy large mid small caps for short and term goals if long term assets should beat inflatn as real estate in bombay for eg in 10 yrs hasnt beat inflation.
Please ensure that you mention the emergency fund.
You should write it in step 1
How is your performance of the advice provided?
If you understand the video , you will not ask this question
The worst thing you can do is buy a new expensive suv, while , say a Tata would be just fine.. an high end expensive car is the worst decision one can make.
And then there is constant buying of that damn iPhone, airpods every 2 years
Need vs want😊
How much money I need to retire? How to plan
Whatbis your monthly expenses
Your annual expense×25 years. Inflation will be covered by interest income
Sooch ke yai
My age is 37.6 years. I have 28 lpa in MF, PF, NPS. I can invest Rs.1,00,000 per month for 86 months. I would like to take retirement at 45 years then. My son is 2.8 years old and I am investing for child education and my retirement. I'm expecting my life expectancy as 80. Could you please do financial planning for the same ?
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