Moving towards a diversified investment plan to reach desired goals.
Akheel Jain, 36, started his career with Adlabs Films Limited a couple of years back and is currently working at Samsung Electronics India Private Limited as an Area Manager in Sales, Guwahati, Assam. Brought up in a joint family, he is well aware of the fact that savings is followed and maintained as the traditional method of building wealth. He had always known that such orthodox method of savings will not be able to fulfill his desired goals.
With investments in fixed deposits and LICs, Jain acquired the understanding of the benefits of systematic investments from his cousin who used to work in a financial advisory firm in Bengaluru. “Savings should be started from a very early age,” despite believing in this policy, he regretted wasting the crucial time when it was supposed to be started. Jain shared his wish of educating his nine-year-old son, Mahit, in a well-known university and also taking retirement at the age of 60. While gathering information about his existing investments and wealth, he shared that he only owns a few fixed deposits and LICs availed by his father. He currently resides with his parents and siblings as a joint family in his own house.
Jain wanted us to show him the roadmap towards achieving his desired goal being – Mahit’s education and marriage along with the creation of his retirement corpus. He has mentioned that his annual income ranges between 25-30 lakh and can religiously follow the plan advised in building the corpus as wished for.
The direction to creating happiness
この記事は Outlook Money の March 2019 版に掲載されています。
7 日間の Magzter GOLD 無料トライアルを開始して、何千もの厳選されたプレミアム ストーリー、9,000 以上の雑誌や新聞にアクセスしてください。
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この記事は Outlook Money の March 2019 版に掲載されています。
7 日間の Magzter GOLD 無料トライアルを開始して、何千もの厳選されたプレミアム ストーリー、9,000 以上の雑誌や新聞にアクセスしてください。
すでに購読者です? サインイン
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