If you can (think you can) make do with diminishing withdrawals from savings, well, all the best. For those of us who know money loses value with time, we're just a phone call away.
Are you absolutely certain that your family will have a secure & regular income that will keep flowing in, even if you are not around anymore or unable to provide for in the same capacity?
If you think you don't, you either haven't visualized them yet or you know them by another name. Material ones among them, will need money to fulfill. Realistic ones among us plan ahead.
Not just because the sooner you start the better it is (and we haven't even begun to show the math here) but also because if you don't, chances are you will always fall short.
All people are different, and so are the dynamics for each one of us. All of us need our very own, customized plan for how to make sure we can look back and say we've arrived well !
Goal Based Investment Planning
Planning for Fixed Annual Expenses
Funding Plan for Children Education
Contingency Planning
Retirement Planning
Weddings, Buying a House, & Other Big Ticket Expenses
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I met with Sri Puneet for the first time when he was working with UTI. HZL had taken a Mediclaim Scheme from UTI for its employees for their post-retirement medical facilities but unfortunately UTI withdrew the scheme which caused great dissatisfaction and chaos amongst the employees. It was Sri Puneet of UTI who came forward with extraordinary efforts to settle the employee's grievances amicably in a very friendly way. Depth knowledge of subject, customer relationship, customer satisfaction skill, passion towards his continuous learning and efforts for his own professional and firm's growth are his core strengths.
I have known Mr. Puneet from the days when he was associated with UTI MF in Udaipur. He used to tell me a lot about financial markets, investments and the need of financial planning in life, but I would often disregard his advice. When he started his own venture, GNPY Finmart, our professional association started. At first, I was skeptical to invest in such a volatile market, but he educated me about the market cycles, long-term investing, value investing and other concepts, which reinstated my faith in him and his methods of investing. Today, a major part of savings are with GNPY Finmart.
I’ve been investing with Puneet Gakhreja since 2016 and we have together seen a lot of major events including Brexit, Demonetisation, US elections, GST rollout, LTCG tax imposition and recently Covid-19 pandemic. Puneet has guided me well to take advantage of and exercise precaution in, as the case may be, through these volatilities. I have learnt immensely through this journey together of managing short-term objectives as well as long-term goals, thereby instilling a sense of financial responsibility and freedom amid economic churns.
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