Wednesday, 22 Mar 2023 |
Conclave & Awards
Why Is Goal-Focused Investment Key To Long-Term Wealth?
» Why Is Goal-Focused Investment Key To Long-Term Wealth?
Goal-Focused Investment Is Key To Long-Term Wealth
- 01 November 2022
Sudhir Kochhar, 49, runs a travel agency. His family comprises his wife, daughter Samiya (19), and son Shrihan (12). He counts himself as a happy and satisfied investor. His investments are goal-based, and he is also disciplined in his approach towards investing. Kochhar began investing in mutual funds about eight years ago. Since then, his portfolio has grown at a compounded annual growth rate (CAGR) of 13.8 per cent, with the debt-to-equity allocation being at a healthy 22:78 ratio. It was in July 2014 that Kochhar was introduced to Neeraj Chauhan, a mutual fund distributor and proprietor of The Financial Mall, a financial services firm. Says Chauhan: “One of our clients referred me to Kochhar. I was pleasantly surprised to see his desire to achieve certain goals, such as children’s education, retirement, and financial freedom. He was quite sincere and clear-headed about his goals and the time frame.” Kochhar was also very open to discussions, and shared detailed information with Chauhan to help him work on the financial goals. This helped Chauhan to figure...
Tata Motors’ Range Of Trucks: Leading Ahead Towards A Safer Era Of Mobility
31 October 2022
Building Portfolio With Exchange-Traded Funds
01 November 2022
Hindenburg’s Report Against Adani Group Affected The Indian Economy
15 March 2023
Looking For The Next Cryptocurrencies To Pump? Look No Further Than VeChain (VET), Solana (SOL) and Orbeon Protocol (ORB
13 March 2023
5 Tips For Startups To Overcome The Funding Crunch
09 March 2023
Ripple (XRP) Price Prediction - Helium (HNT) and Orbeon Protocol (ORBN) Are Ready To Explode In 2023
24 February 2023
Interview With Ranjit Jha, CEO - Rurash Financials; Fintech And Future
21 February 2023
How to Earn Money from Amazon?
18 August 2021
How to File e-Nomination for PF Account
04 August 2021
Is gratuity taxable on superannuation?
22 March 2021
5 Major Advantages of Investing in Start-ups
07 September 2021
Different Types of Third Party Insurance
11 April 2019