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Financial Planning

How to do portfolio rebalancing ?

by Radhey Sharma

investment musings

Portfolio-Rebalancing

In the last article on the series on portfolio rebalancing, we are going to check on how to do portfolio rebalancing. You must have read the earlier two pieces on when you should do portfolio rebalancing and mistakes to avoid during the same. If not, please hop over to the articles and spend some timeRead More

Portfolio Rebalancing – mistakes to avoid

by Radhey Sharma

investing tips

Mistakes-Portfolio-Rebalancing

Continuing with our series of articles on portfolio rebalancing, today we will quickly look at the mistakes investors make while doing portfolio rebalancing. If you have not read it already, do so now to find out when you should do portfolio rebalancing. 1. Getting married to your investments – This is one of the mostRead More

When should you do portfolio rebalancing ?

by Radhey Sharma

investing tips

Portfolio Rebalancing

This is part of a series of articles on investment portfolio rebalancing. This is the first part and talks about when should you do portfolio rebalancing. Most of the investors buy into good products but fail to review the product at the right time. Your chances of getting the right returns from an investment productRead More

Why don’t Indians make a will ?

by Radhey Sharma

will

Why Indians don't make wills

They say only three things are certain in life – tax, wife and death. While I cannot help you with the last two, I can to a certain extent help only with the first. We will discuss the second some other day, so let’s concentrate on death today. Death is certain for everyone. You andRead More

Financial products for financial freedom – Happy Independence Day !

by Radhey Sharma

basics of financial planning

Financial Freedom India

Happy Independence day friends. While independent India is now very old, financial freedom in India is still a distant reality which many entities like the regulator, fund houses, stock broking companies, banks, financial institutions, advisors, agents, CFPs and readers like you are trying to achieve. Yet it is the very same entities who also oftenRead More

How much time in a year do you spend with your financial planner ?

by Radhey Sharma

financial planner

Time with Financial Planner

I recently came across a case with a client of mine who had signed up for financial planning and his progress on the case lead me to write this article. My client signed up with me and spent a viagra of energy on the initial discussion of his financial situation. I was impressed with theRead More

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WealthWisher Financial Advisors (Also referred as The wealthwisher.com or TW2) is an Advice platform, where we help an individual, managing personal finance in easy and smart manner & taking informed decision . The person managing WealthWisher Financial Advisors Mr. Madhupam Krishna is a SEBI registered Advisor. Post advise, one can execute transactions with your banker, stock broker or agent/ financial intermediary. We also offer transaction services through various associations, at a substantially lesser cost to our clients, as compared to other financial intermediaries, so that you start your financial plan with savings. WealthWisher Financial Advisors may earn commission or distributor incentives for providing transaction services or referring customers with third party service providers as per customer’s agreement. Our recommendations rely on historical data. Historical/ past performance is not a guarantee of future returns. The information and views presented here are prepared by WealthWisher Financial Advisors. The information contained herein is based on our analysis and upon sources that we consider reliable. We, however, do not vouch for the accuracy or the completeness thereof. This material is for personal information and we are not responsible for any loss incurred based upon it. This document is solely for the personal information of the recipient. The products discussed or recommended here may not be suitable for all investors. Investors must make their own informed decisions based on their specific objectives and financial position and using such independent advice, as they believe necessary. While acting upon any information or analysis mentioned here, customers may please note that neither WealthWisher Financial Advisors nor any person connected with any third party companies or service providers of WealthWisher Financial Advisors, accepts any liability arising from the use of this information and views mentioned here. Each recipient of this document should make such investigations as they deem necessary to arrive at an independent evaluation of an investment in the securities of the companies referred to in this document (including the merits and risks involved), and should consult their own advisors to determine the merits and risks of such an action. Stocks in the equity portfolios are filtered at various levels. Initially, the stocks are filtered on the basis of the size of the company and the sector of the company. The company's fundamental parameters are tested using various parameters related to inventory days, employee cost, power cost, taxation etc. Finally, the volatility in the price performance as well as the future growth prospect is viewed and accordingly the stocks are classified in various portfolios. While building Mutual funds portfolio, factors like size of the funds, the historical performances (return) of the schemes, expenses ratio ,the sector in which the scheme invests and volatility are considered.
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