Investment Strategy

BLTP Financial Literacy Investment Strategy Think Out Of The Box Uncategorized

Investment in Various Stages of the Market

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When one understands the difference between Volatility, Correction and Bear Market, he/she could grab the opportunity, otherwise what you think Mauka (मौका) will turn into Dhoka (धोखा)” – Shailesh Sampat

To elaborate why I am writing this in the current market situation, first of all we should understand what are the Various Stages of the market

We can divide the Market in to 5 stages

  1. Bull Run
  2. Volatility
  3. Correction
  4. Bear Market
  5. Recovery
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BLTP Downside Protection Financial Literacy Investment Strategy Retirement Think Out Of The Box Uncategorized

Perfect Retirement Solution – 2

In my last blog we have seen that how a Retired Person might get in to the trouble While making an arrangement for regular cash flaw [income] 8 Big mistakes to be avoided in Retire Planning as well as Retirement Solution.

For details go through my last post: perfect-retirement-solution-1

Now in this blog we will discuss about Perfect Retirement Solution:

First of all we will discuss what is the Requirement to make a Perfact Retirement Solutions:

Requirement of an Ideal Retirement Solution:

  1. Inflation Hedging.
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BLTP Financial Planning Investment Strategy Mis-Conceptions Retirement Uncategorized

Perfect Retirement Solution – 1

Mis-Conception on Earning Retirement Salary:

What Retired person should have in their Retirement kitty? People are divided on weather they should be Cash Reach or Asset Reach at their Retirements?

Someone is thinking that Retired person should be Cash Reach while others are thinking Retired person should be Asset Reach.

I think Retired person should be having own house for enjoying their retirement with dignity and they should also be having sufficient Corpus in terms of cash as well as liquid assets for getting their “INCREMENTAL MONTHLY INCOME“.… Read the rest

BLTP Financial Literacy Financial Planning Investment Strategy Retirement Uncategorized

Have you plan for your Retirement? Part – 2

HAVE YOU PLANNED YOUR RETIREMENT LIFE?

Last week we read how people fail to plan their Retirement at various Life Stages.

Retirement Planning is nothing but ‘Put your Money @ Work to Earn for your Retirement Days‘.

People always make mistakes in understanding two different concepts Retirement Planning & Retirement Solutions
Retirement Planning is nothing but an accumulation process of Retirement Corpus – This is an Investment Phase just like sowing in a farm.Read the rest

BLTP Financial Literacy Financial Planning Investment Strategy Retirement Uncategorized

Have you plan for your Retirement? Part – 1

Last week we had talked about importance of Financial Planning this week we will discuss most important planing of your life that is nothing but Retirement Planing.

While discussing with many people we have listened Common arguments at various ages of life to avoid Retirement Planing.

@ 20s “Let me start my career”

@ 30s “I have just started my career let me enjoy.Read the rest

BLTP Financial Literacy Financial Planning Investment Strategy Retirement Uncategorized

Start Financial Planning

Wish You All

Happy and Prosperous New Year

Welcome 2018

Let us all take a new year resolution on this new year day that “We all will learn and educate others about Financial Literacy by which we will have a Happy & Prosperous living in our life”

To support

Financial Education Week (FEW) is an independent, not-for-profit national initiative, we have started this Financial Literacy Mission a little contribution from our side.… Read the rest

BLTP Business Growth Direct Plans Financial Planning Investment Strategy Retirement SIP / STP / SWP Uncategorized

History of an Investment & Investment Strategies

What is an investment?

Investment, as the dictionary defines it, is something that is purchased with money that is expected to produce income or profit.
Your education can also be called an investment and many times, it does help you earn a higher income.
There are three types of investments: ownership, lending and cash equivalents.

Investments can also be categorised based on how it is managed as Active Investment & Passive Investment

What is ‘Active management

Active management is the use of a human element, such as a single manager, co-managers or a team of managers, to actively manage a fund’s portfolio.… Read the rest

BLTP Business Growth Direct Plans Investment Strategy Robo-Advosory Think Out Of The Box Uncategorized

HOW TO COMPETE WITH DIRECT PLANS?

Last week we have read an article titled HOW TO COMPETE WITH MANUFACTURERS ON THEIR OWN PRODUCT? Part – 1″

I would like to elaborate on the topic as part – 2 and show if IFA thinks, then nothing is impossible. You just have to think out of the box. If you really want a solution then read till the last line and think over it.

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BLTP Business Growth Challenges to MF Distributors Direct Plans Financial Planning Investment Strategy SIP / STP / SWP

HOW TO COMPETE WITH MANUFACTURERS ON THEIR OWN PRODUCT?

Nowadays on social media, a big debating is going on that Is in concerned with an article published in a business paper. I am not supporting that publication but I would definitely like to Spotlight on another side of the coin..

If you see another side of the coin is that our main frustrating topic is Direct Plans. Direct plans are cheaper by .8 to 1.25% so the Direct Plan would be a better performer than Regular Plans.… Read the rest

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