Wealth Forum Tv

Planning amidst shifting goalpostsM S Shabbir, Sensage Financial, Hyderabad

Share this Video :
More From :M S Shabbir
Key Take-Aways
  • Don't tie in a big portion of your money to an asset especially something like real estate if the goals keep changing.

  • It is important to have some amount of liquidity in your assets that will allow you to roll with the life changes.

  • Be aware that your goals may change along with aspirations and circumstances. Does your portfolio reflect that and is it flexible?

Share your comments
(Type INV if you are an investor)
oGlcWH
Comments Posted
Mohsin Bijepuri ARN NO :33913 Chennai, 02 Jun 2018

Shabbir Bhai is a doyen of the financial planning industry in Hyderabad and is also an authority on Shariah based planning. It was a pleasure listening to him of this one clients experience. We are all riddled with similar clients and it was interesting to hear him on how he handled it.

Copyright 2017   All Rights Reserved.Wealth Forum Ezine