As an Insider, you can now access all the insights, tools and analysis to help you make better investment decisions.
I am sure you will agree that there is a lot of noise out there.
To make effective decisions, we need to focus on the signals (and ignore the noise), gather insights and use them profitably for our investment portfolios.
Over time, with a consistent and guided approach, we are bound to create wealth and reach our financial goals, faster and safer.
Insider will be your guide in your journey.
This dashboard lists all the sections of your membership.
#1 Build your Financial Plan
A methodical and structured approach to investing is going to save us from lot more mistakes, enable us to focus on the right things and take decisions that are aligned to “what do we want our money to do for us“.
If you agree with this, then the first and the most important step you should take is to build your financial plan.
In a couple of hours initially and a few minutes every few months, you can have a very good handle on which direction you are heading in.
#2 Asset Allocation, Mutual Fund Portfolios and Strategies
Now, that your financial plan is in place, it is time to create your investment plan.
- 3 steps to structure your investment portfolio
- Mutual Funds
- Investing Framework & Strategies
Note, that the order of the above content is extremely important and you should follow it accordingly. 90% of your time should be spend on Asset Allocation 🙂
#3 Protection with Insurance
Life is uncertain. We never know what can hit us that has the potential to put a deep hole in our pockets or make life financially difficult for our family/dependents.
A well thought through and executed insurance strategy goes a long way in providing the required protection for us and our family.
#4 Make a WILL
Planning for distribution of assets / investments after you is the single most important gift and convenience you can offer to your family/ dependents.
#5 Premium Content
You may have noticed content on the Unovest blog that is accessible only to subscribers. To access all the premium content, click here.
#6 Ask Questions
This is probably the single best thing about your Insider membership.
Insiders get to ask questions about investing, financial planning, mutual funds, asset allocation, etc. Even specific to your own need.
Question already on your mind?
Feel like adding some customisation or seeking personal answers to burning questions.
You can book a consultation call (slots of 20 minutes) from here and we can chat away your portfolio issues.
Read through the content on Insider, build your plan using the workbook – basically, do some homework and get your questions ready.
Then write to me at firstname.lastname@example.org to fix a time when we can discuss your questions.