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It was good to learn, with Rule of 30:30 and Rule of 72. Any advice for Debt or liquid fund for monthly payouts. thanks
Dear Sunil, This is a hard hitting reality of every one & usually always given a second priority. I must say,This is a great article. I also,agree with Vikaass view. Cheers! Suren
Indeed a very good article.Must read fro all
Recently I stopped accepting SIPs from my clients unless they spell out the goal for the same. Goal can be short term or long term. Even a single SIP can be attached to a goal. Also, I started collecting clear written replies from them regarding their understanding of investing in mutual funds.
Heard you recently on your Patna visit, nice to read your post again. Thanks Mr.Bond
Mr.Sunil Sir, As usual very hard hitting article in a simple effective language. I am in awe of your writing and this article only makes me want more. Yes. I am a huge proponent of the 30-30 concept and I ALMOST ALWAYS in every single presentation even when I am doing presentation for other IFAs. Thank you very much. Please continue giving us more gyaan from your Amirt Bhandaar!!!
Vikaas, I am humbled & honoured by your comments. Thank you for your feedback. Himanshu, I am glad that u found these ideas useful enough for you to incorporate in your IE. Siddharthabhai, as usual your comments are also very encouraging for me to improve & write more such articles. Thank you all for your comments.
In the spirit of the article, two things I would like to mention to Sunil : 1] Amazed at the clarity of your thought process 2] In awe of how you manage to simplify and communicate the same Maybe you could start effective financial communication workshops for people like us
More simpler the way of communicating, more chances of success in message delivery. Sunilji, You have wonderfully provided A to Z of simple and effective communication. Time will go but the valuable contents of this article will prevail. IFA community is obliged for such important inputs.
Congrats Mr. Jhaveri, Very simple and effective massage...
Dear Sunilbhai, Great article and thank you for sharing your valuable thoughts.
Excellent Article. The message is clear & succinct.
Dear Sunilbhai, Greetings, Like your past articles, This is also very great article. which I found very innovative, and i use for my Investor Education Seminar. Thank you very much for sharing idea. Keep it up and keep motivating IFA . Regards.
everything looks rosy for the pen. while hope is the real source of living, practicality is more important. that does not mean i negate the above views, a concerted approach is more and most important. i whole kindheartedly support his vision and hope people realize the efficiency of investment wisely for their own future rather than blaming everything under the sun to beat inflation rated returns. sadbhavana
Sunil, so rightly said...these are simple n effective messages for investors ...we will surely include them in our communication to investors..Thanks