DIY Investing

The big mistakes that direct equity investors commit, and how to avoid them

Prathiba Girish Equity Investing, Financial Planning, Moneycontrol.com, Personal Finance , , , 0 Comment
The big mistakes that direct equity investors commit, and how to avoid them

We conducted an employee investor awareness program for a corporate recently.  It was very well received with attendance much in excess of what was expected.

 

As part of this program, many of the attendees opted for a one-on-one consult on their personal finances. This exercise made us sit up and take larger notice of something which we have been seeing on and off over the years – the fact that many people make simple yet fundamental mistakes which can seriously hamper their wealth creation journey.  We list out five of these mistakes below.

 

 

https://www.moneycontrol.com/news/business/personal-finance/the-big-mistakes-that-direct-equity-investors-commit-and-how-to-avoid-them-8528531.html



IMAGE CREDIT : Moneycontrol



Finwise is a personal finance solutions firm that helps both NRI and resident individuals and families invest for their financial needs, follow their passions and achieve financial independence.

 

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Hiring a Financial Advisor? Your investing style must be the deciding factor

Girish Ganaraj Equity Investing, Financial Planning, Moneycontrol.com, Personal Finance , , , , 0 Comment
Hiring a Financial Advisor? Your investing style must be the deciding factor

What type of investor are you and how actually do you manage your personal finances? Am guessing that this is not something that many of us are familiar with or will find easy to answer. Unfortunately, while it should be, personal finance is not as “personal” a topic to most people as personal health is.

 

 


Hence over the last many years, while we have seen many customers with regards to how they manage their personal finances, they themselves are not as clear as we can see it, and hence make the wrong decision about what kind of personal financial assistance they need.

 

 

That said, it is important to have the right fit between your type and the kind of professional help you take. This article helps you determine what kind of an investor you are and whether the current relationship you have with a financial advisor is of the right fit. Published in Moneycontrol.

 

 

https://www.moneycontrol.com/news/business/personal-finance/hiring-a-financial-advisor-your-investing-style-must-be-the-deciding-factor-7597681.html

 

 

Image credit: Moneycontrol

 

 

Finwise is a personal finance solutions firm that helps both NRI and resident individuals and families invest for their financial needs, follow their passions and achieve financial independence.

 

To receive our articles through email, pl subscribe here.