“Investing can make you rich but, more importantly, it makes you free.”
It sounds simple, yet it isn’t so.
Like every journey, it has its share of obstacles.
Market linked investments face volatility (the up and down movements), some of them appear laggards at various points in time. A few go bust too – shaking up your trust.
There is lot that we are responsible for as well. We get carried away with the noise in social media.
Buy-sell, buy-sell, buy-sell activity dominates the process. Exotic products promising the moon get our attention.
And we end up making a few big, irreversible mistakes.
We feel stupid. We say that the system is ganged up against us. It is only for a select few. We go back to doing little or nothing.
The promise of wealth and freedom looks a distant dream.
Now, the thing is I don’t agree with this final assessment. Yes, things happen including s***.
The way I see it is there are things we can control and there are things we can’t. Now if we just focus on things we can control, you and I can achieve results beyond our imagination.
I am not making some grand talk. What I mention is a realisation from direct experience and practice over the last several years with my investor clients.
Here’s what Nakul Gupta, Operations Leader at GE Aviation has to say:
I first got acquainted with Vipin over a decade ago when he was a part of the financial advisory firm I had enlisted for my personal finances. I am privileged to have him as my Financial Advisor and in many ways, my life coach!
Vipin’s greatest strengths are in-depth research and communication skills. Being a voracious reader and natural networker, he has a vast body of knowledge to draw upon while proposing financial solutions to meet one’s goals. He particularly endears to me due to his simple demeanour and “genuine” intent to help rather than pursue any selfish vested interest. When he makes recommendations, they are never based on gut feel, rather are data backed and emerge as the outcome of weighing pros and cons of several potential options.
As is evident from his blog, his writings are easy on the eye and stimulating for the brain. He is equally lucid in verbal prose. He explains his thoughts in a simple, straight-forward manner that is easy to comprehend.
In the past few weeks itself, he has helped me make subtle changes to my portfolio (including loans, insurance, mutual funds, debt funds and real estate) to yield significant benefits in the short and long term. Further, he has enlightened me on many new books, apps, etc not just in the financial domain. Thank you Vipin for becoming a precious partner in my success!
Also, Usha Malik, Asst Vice President, Patent Research and Analytics Services at CPA Global has to say…
It was a pleasure knowing Vipin. My husband Rakesh and I got our savings planned and gained a lot of knowledge about best planning to assure a good future and Vipin deserves the credit for all of this. Right from when we started interacting with him, we found that he was extremely polite, pleasant and was able to understand our planning needs very well. He is an expert in his field and his advice has always been timely, well researched and good. He is good at his business and we will fondly remember our interactions with him.
If you wish to read more of such, click here or visit my Linkedin Profile.
With over 18 years of experience and a large part in markets and investing, I say you can do it too.
I have been writing regularly (over 300 posts) on my blog to educate investors.
Over the years, we have built a process and approach that moves you forward in a disciplined, focused and consistent way to a simple destination – “freedom”, “control of your own time”.
Now let me be clear – I am not promising the moon nor do I have a magic wand.
We do this by simply following the most important, time-tested principles.
- We take risk but only if we can manage it.
- We thrive in volatility as it gives us some of the best buying opportunities.
- We respect time for that’s the single biggest determinant of how wealthy will you be.
Gradually, you achieve not only your financial milestones but get to reimagine your life the way you want.
Now, if you feel aligned to this approach, this way of thinking and working, I ask you to come and explore making your investments work with us.
Reach out to me at vipin@unovest.co or call at +91 99 20 37 10 82
You can know more about the service here.
